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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
RL
176
Retireful LLC
Michigan
– -$863K -20,942 Closed
3LCM
177
3D/L Capital Management
Connecticut
– -$280K -6,793 Closed
BG
178
Benedetti & Gucer
Georgia
– -$248K -6,012 Closed
LFAS
179
Level Four Advisory Services
Texas
– -$215K -5,223 Closed
AAS
180
Ameritas Advisory Services
Nebraska
– -$64K -1,535 Closed
PCA
181
Providence Capital Advisors
North Carolina
– -$49.3K -1,196 Closed
TRCT
182
Tower Research Capital (TRC)
New York
– -$40K -978 Closed
ASN
183
Advisory Services Network
Georgia
– -$6.65K -161 Closed
HS
184
Horan Securities
United States
– -$2.4K -58 Closed
WBC
185
West Branch Capital
Massachusetts
– -$129 -3 Closed
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.