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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
SGWM
176
Sterling Group Wealth Management
California
$227K -$10.2K -228 -4%
SRIM
177
Saratoga Research & Investment Management
California
$223K +$230K +5,153 New
DADC
178
D.A. Davidson & Co
Montana
$216K
Renaissance Technologies
179
Renaissance Technologies
New York
$208K -$625K -14,000 -74%
SIC
180
Salem Investment Counselors
North Carolina
$205K +$211K +4,728 New
LC
181
Lavaca Capital
Texas
$202K +$208K +4,667 New
RPCA
182
Running Point Capital Advisors
California
$195K +$136K +3,042 +207%
FFA
183
Farther Finance Advisors
California
$171K +$60.4K +1,353 +52%
CAL
184
Capital Advisors Ltd
Ohio
$168K +$357 +8 +0.2%
NS
185
NBC Securities
Alabama
$165K +$171K +3,835 New
MPCG
186
Matrix Private Capital Group
New York
$127K
OSAM
187
O'Shaughnessy Asset Management
Connecticut
$102K
Fidelity Investments
188
Fidelity Investments
Massachusetts
$94.1K +$60K +1,345 +162%
SPIA
189
Steward Partners Investment Advisory
New York
$78.8K +$46.4K +1,041 +133%
TRCT
190
Tower Research Capital (TRC)
New York
$41.5K +$42.8K +959 New
PTC
191
Private Trust Company
Ohio
$23.9K
HI
192
Harbour Investments
Wisconsin
$11.6K
Wells Fargo
193
Wells Fargo
California
$10.1K -$115K -2,580 -92%
BF
194
BOK Financial
Oklahoma
$7.64K +$8.08K +181 New
AWM
195
Avior Wealth Management
Nebraska
$6.84K +$7.05K +158 New
LFA
196
LGT Financial Advisors
Texas
$5.41K +$2.01K +45 +56%
CIAS
197
Capital Investment Advisory Services
North Carolina
$4.33K
WWMSC
198
Wagner Wealth Management (South Carolina)
South Carolina
$4.24K
FCA
199
FinTrust Capital Advisors
South Carolina
$3.16K +$3.26K +73 New
RAM
200
Riggs Asset Management
Pennsylvania
$2.99K +$3.08K +69 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.