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JPMorgan US Quality Factor ETF

203 hedge funds and large institutions have $2.16B invested in JPMorgan US Quality Factor ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 101 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 11

115% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 47

38% more capital invested

Capital invested by funds: $1.57B → $2.16B (+$593M)

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

17% more funds holding

Funds holding: 173203 (+30)

0.69% more ownership

Funds ownership: 96.84%97.53% (+0.69%)

Holders
203
Holders Change
+30
Holders Change %
+17.34%
% of All Funds
3.22%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.41%
New
41
Increased
101
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$7.41M +$2.34M +52,360 +44%
CAM
52
Cobblestone Asset Management
Virginia
$7.18M +$7.4M +165,864 New
NA
53
NewEdge Advisors
Louisiana
$6.79M +$6.59M +147,688 +1,581%
KAM
54
Knightsbridge Asset Management
California
$6.07M +$117K +2,623 +2%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$5.77M +$3.8M +85,104 +177%
LNB
56
Ledyard National Bank
$5.67M +$416K +9,328 +8%
SKK
57
Shepherd Kaplan Krochuk
Massachusetts
$5.65M -$45.6K -1,022 -0.8%
Truist Financial
58
Truist Financial
North Carolina
$5.55M +$421K +9,440 +8%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$5.39M +$2.13M +47,735 +62%
EW
60
Enzi Wealth
Texas
$5.33M +$3M +67,299 +123%
RHP
61
Royal Harbor Partners
Texas
$5.26M +$284K +6,364 +6%
MA
62
MBA Advisors
Pennsylvania
$5.21M +$5.37M +120,298 New
MWM
63
MorganRosel Wealth Management
Colorado
$4.8M +$178K +3,981 +4%
ICMP
64
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.8M -$103K -2,305 -2%
ACS
65
Archford Capital Strategies
Illinois
$4.6M +$4.74M +106,264 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$4.41M +$1.64M +36,704 +56%
AAS
67
Ameritas Advisory Services
Nebraska
$4.09M +$4.18M +93,698 New
CS
68
Comerica Securities
Michigan
$3.96M +$41.8K +937 +1%
CWM
69
Collaborative Wealth Management
Florida
$3.64M +$339K +7,601 +10%
PFA
70
Petra Financial Advisors
Colorado
$3.56M -$47.6K -1,066 -1%
CWM
71
Cornerstone Wealth Management
Missouri
$3.41M +$317K +7,104 +10%
JWCA
72
J.W. Cole Advisors
Florida
$3.16M +$502K +11,261 +18%
PIA
73
Pinion Investment Advisors
Kansas
$3.15M +$755K +16,912 +30%
GCM
74
Gallacher Capital Management
Colorado
$2.9M -$22.7K -509 -0.8%
KAS
75
Kestra Advisory Services
Texas
$2.79M +$2.62M +58,643 +1,003%

JQUA Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q3 2023, worth a combined $2.16B — up 38% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new JQUA positions and 11 closed out — a net gain of 30 holders — while 101 added to existing stakes and 47 trimmed.

The largest buyer was SignatureFD, adding an estimated $188M. The largest seller was Envestnet Asset Management, cutting an estimated $268M.

  • 203 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q3 2023, up from 173 in Q2 2023.
  • Funds reported $2.16B of JPMorgan US Quality Factor ETF stock for Q3 2023, up 38% quarter-over-quarter.
  • 41 funds opened new JPMorgan US Quality Factor ETF positions in Q3 2023 and 11 closed out, a net change of +30 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q3 2023 was SignatureFD, an estimated $188M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $268M sold.

Based on aggregated 13F filings for Q3 2023.