JPMorgan US Quality Factor ETF
JQUA
285 hedge funds and large institutions have $3.25B invested in JPMorgan US Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 139 increasing their positions, 71 reducing their positions, and 20 closing their positions.
155% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 20
96% more repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 71
21% more funds holding in top 10
Funds holding in top 10: 34 → 41 (+7)
11% more funds holding
Funds holding: 257 → 285 (+28)
5% more capital invested
Capital invested by funds: $3.09B → $3.25B (+$165M)
14.36% less ownership
Funds ownership: 92.25% → 77.89% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$127M |
| 2 |
LPL Financial
San Diego,
California
|
+$38.9M |
| 3 |
MAC
Mason & Associates (California)
Los Angeles,
California
|
+$32.4M |
| 4 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$20.3M |
| 5 |
QWM
Quadcap Wealth Management
Frisco,
Texas
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$271M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$257M |
| 3 |
Morgan Stanley
New York
|
-$90.8M |
| 4 |
SRIM
Saratoga Research & Investment Management
Saratoga,
California
|
-$36.3M |
| 5 |
EH
Equitable Holdings
New York
|
-$12.9M |
JQUA Hedge Fund Activity: Q1 2024 in Review
285 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q1 2024, worth a combined $3.25B — up 5.4% from $3.09B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new JQUA positions and 20 closed out — a net gain of 31 holders — while 139 added to existing stakes and 71 trimmed.
The largest buyer was Annex Advisory Services, adding an estimated $127M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $271M.
- 285 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q1 2024, up from 257 in Q4 2023.
- Funds reported $3.25B of JPMorgan US Quality Factor ETF stock for Q1 2024, up 5.4% quarter-over-quarter.
- 51 funds opened new JPMorgan US Quality Factor ETF positions in Q1 2024 and 20 closed out, a net change of +31 holders.
- The largest JPMorgan US Quality Factor ETF buyer in Q1 2024 was Annex Advisory Services, an estimated $127M added.
- The largest JPMorgan US Quality Factor ETF seller in Q1 2024 was Envestnet Portfolio Solutions, an estimated $271M sold.
Based on aggregated 13F filings for Q1 2024.