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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
AWAU
151
Alliance Wealth Advisors (Utah)
Utah
$402K +$29.6K +664 +8%
SFS
152
Security Financial Services
Indiana
$383K +$167K +3,753 +74%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$383K +$395K +8,847 New
FDDB
154
Fidelity D&D Bancorp
Pennsylvania
$377K +$388K +8,702 New
WWM
155
Windsor Wealth Management
Indiana
$373K -$2.94K -66 -0.8%
SW
156
SVB Wealth
Massachusetts
$352K +$363K +8,139 New
FFS
157
Founders Financial Securities
Maryland
$329K +$340K +7,612 New
MSWMA
158
Market Street Wealth Management Advisors
Indiana
$326K +$336K +7,537 New
FA
159
Fermata Advisors
California
$315K +$325K +7,284 New
FW
160
FirstPurpose Wealth
Utah
$315K +$20.7K +464 +7%
CA
161
Cetera Advisors
Colorado
$307K +$91.9K +2,060 +41%
Cetera Investment Advisers
162
Cetera Investment Advisers
Illinois
$301K +$66.8K +1,497 +27%
MAS
163
Meeder Advisory Services
Ohio
$295K
TCM
164
Triumph Capital Management
Colorado
$289K -$280K -6,285 -48%
IFA
165
Interactive Financial Advisors
Illinois
$274K +$282K +6,329 New
BCI
166
Brinker Capital Investments
Pennsylvania
$264K -$186K -4,158 -41%
OPS
167
Orion Portfolio Solutions
Nebraska
$264K -$186K -4,158 -41%
GRP
168
Global Retirement Partners
California
$262K -$19.6K -439 -7%
MW
169
MBL Wealth
North Carolina
$262K -$20K -448 -7%
CSPIA
170
Cary Street Partners Investment Advisory
Virginia
$248K
PA
171
Parallel Advisors
California
$244K +$115K +2,575 +84%
WFC
172
Western Financial Corp
California
$243K -$165K -3,699 -40%
IFG
173
Independent Financial Group
California
$240K -$21K -471 -8%
WAG
174
Wallace Advisory Group
California
$235K -$8.25K -185 -3%
GWP
175
Gateway Wealth Partners
Wisconsin
$230K +$237K +5,315 New

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.