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JPMorgan US Quality Factor ETF
JQUA

173 hedge funds and large institutions have $1.57B invested in JPMorgan US Quality Factor ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 80 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 12

186% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 28

73% more funds holding in top 10

Funds holding in top 10: 11 → 19 (+8)

52% more capital invested

Capital invested by funds: $1.03B → $1.57B (+$537M)

32% more funds holding

Funds holding: 131 → 173 (+42)

6.45% less ownership

Funds ownership: 103.28% → 96.84% (-6.4%)

Holders
173
Holders Change
+42
Holders Change %
+32.06%
% of All Funds
2.72%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.3%
New
54
Increased
80
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HC
Hamilton Capital
Ohio
+$57M
2
Morgan Stanley
Morgan Stanley
New York
+$46.3M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$35.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$27.3M
5
VPP
Vertex Planning Partners
Illinois
+$24.5M

Top Sellers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
-$18.6M
2
KAM
Knightsbridge Asset Management
California
-$5.57M
3
Jane Street
Jane Street
New York
-$3.63M
4
IDA
Intelligence Driven Advisers
California
-$1.21M
5
USCWA
U.S. Capital Wealth Advisors
Texas
-$956K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWAU
126
Alliance Wealth Advisors (Utah)
Utah
$382K +$2.4K +57 +0.7%
WF
127
Wayfinding Financial
Washington
$375K +$347K +8,241 New
WWM
128
Western Wealth Management
Colorado
$362K +$344K +8,169 New
HighTower Advisors
129
HighTower Advisors
Illinois
$345K +$324K +7,701 New
LSPW
130
Lake Street Private Wealth
Illinois
$335K +$318K +7,555 New
Stifel Financial
131
Stifel Financial
Missouri
$321K +$73.8K +1,755 +32%
MAS
132
Meeder Advisory Services
Ohio
$302K – – –
FW
133
FirstPurpose Wealth
Utah
$302K +$44.6K +1,061 +18%
GRP
134
Global Retirement Partners
California
$290K +$244K +5,807 +794%
MW
135
MBL Wealth
North Carolina
$288K +$274K +6,500 New
VWA
136
V Wealth Advisors
Kansas
$288K +$274K +6,500 New
BTWM
137
Baker Tilly Wealth Management
Wisconsin
$274K +$20.3K +483 +8%
IFG
138
Independent Financial Group
California
$267K +$253K +6,023 New
PAG
139
Private Advisor Group
New Jersey
$265K +$252K +5,996 New
KAS
140
Kestra Advisory Services
Texas
$259K +$246K +5,848 New
FSA
141
Financial Services Advisory
Maryland
$256K +$243K +5,777 New
CSPIA
142
Cary Street Partners Investment Advisory
Virginia
$253K -$4.21K -100 -2%
SGWM
143
Sterling Group Wealth Management
California
$242K -$12.1K -287 -5%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$241K +$229K +5,451 New
EFS
145
Econ Financial Services
Pennsylvania
$232K +$220K +5,235 New
WAG
146
Wallace Advisory Group
California
$227K – – –
SFS
147
Security Financial Services
Indiana
$226K +$215K +5,100 New
CA
148
Cetera Advisors
Colorado
$223K -$2.61K -62 -1%
FHC
149
First Heartland Consultants
Missouri
$223K +$211K +5,026 New
DADC
150
D.A. Davidson & Co
Montana
$221K – – –
4 5
6
7 8

JQUA Hedge Fund Activity: Q2 2023 in Review

173 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q2 2023, worth a combined $1.57B — up 52% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new JQUA positions and 12 closed out — a net gain of 42 holders — while 80 added to existing stakes and 28 trimmed.

The largest buyer was Hamilton Capital, opening a new position worth an estimated $57M. The largest seller was Money Concepts Capital, cutting an estimated $18.6M.

  • 173 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q2 2023, up from 131 in Q1 2023.
  • Funds reported $1.57B of JPMorgan US Quality Factor ETF stock for Q2 2023, up 52% quarter-over-quarter.
  • 54 funds opened new JPMorgan US Quality Factor ETF positions in Q2 2023 and 12 closed out, a net change of +42 holders.
  • The largest JPMorgan US Quality Factor ETF buyer in Q2 2023 was Hamilton Capital, an estimated $57M added.
  • The largest JPMorgan US Quality Factor ETF seller in Q2 2023 was Money Concepts Capital, an estimated $18.6M sold.

Based on aggregated 13F filings for Q2 2023.