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JPMorgan US Quality Factor ETF
JQUA

131 hedge funds and large institutions have $1.03B invested in JPMorgan US Quality Factor ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

338% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 8

81% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 31

46% more capital invested

Capital invested by funds: $708M → $1.03B (+$324M)

24% more funds holding

Funds holding: 106 → 131 (+25)

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

1.52% less ownership

Funds ownership: 104.8% → 103.28% (-1.5%)

Holders
131
Holders Change
+25
Holders Change %
+23.58%
% of All Funds
2.09%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
35
Increased
56
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$78.5M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$76.8M
3
LPL Financial
LPL Financial
California
+$21M
4
MCC
Money Concepts Capital
Florida
+$16.7M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$15.6M

Top Sellers

Rank Fund Capital Flow
1
BFA
Beaumont Financial Advisors
Massachusetts
-$10M
2
ICMP
Integrated Capital Management (Pennsylvania)
Pennsylvania
-$4.63M
3
SRIM
Saratoga Research & Investment Management
California
-$4.6M
4
RW
REDW Wealth
New Mexico
-$2M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
126
Advisory Services Network
Georgia
$6.65K +$6.46K +161 New
CIAS
127
Capital Investment Advisory Services
North Carolina
$4.12K +$4.01K +100 New
WWMSC
128
Wagner Wealth Management (South Carolina)
South Carolina
$4.04K – – –
HS
129
Horan Securities
United States
$2.4K +$2.33K +58 New
KFI
130
Key Financial Inc
Pennsylvania
$2.39K +$2.33K +58 New
WBC
131
West Branch Capital
Massachusetts
$129 – – –
ICMP
132
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$4.63M -119,561 Closed
SRIM
133
Saratoga Research & Investment Management
California
– -$4.6M -118,837 Closed
MFG
134
Merit Financial Group
Georgia
– -$449K -11,576 Closed
FAIM
135
Financial Advocates Investment Management
Washington
– -$227K -5,857 Closed
SWA
136
Strata Wealth Advisors
Texas
– -$219K -5,646 Closed
UBS Group
137
UBS Group
Switzerland
– -$77.7K -2,004 Closed
CAS
138
Coppell Advisory Solutions
Texas
– -$1.2K -31 Closed
CASC
139
Coppell Advisory Solutions Corp
Texas
– -$1.2K -31 Closed
2 3 4 5
6

JQUA Hedge Fund Activity: Q1 2023 in Review

131 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q1 2023, worth a combined $1.03B — up 46% from $708M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new JQUA positions and 8 closed out — a net gain of 27 holders — while 56 added to existing stakes and 31 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $78.5M. The largest seller was Beaumont Financial Advisors, cutting an estimated $10M.

  • 131 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q1 2023, up from 106 in Q4 2022.
  • Funds reported $1.03B of JPMorgan US Quality Factor ETF stock for Q1 2023, up 46% quarter-over-quarter.
  • 35 funds opened new JPMorgan US Quality Factor ETF positions in Q1 2023 and 8 closed out, a net change of +27 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $78.5M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q1 2023 was Beaumont Financial Advisors, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2023.