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JPMorgan US Quality Factor ETF
JQUA

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: 19 → 26 (+7)

17% more funds holding

Funds holding: 173 → 203 (+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
–

Top Buyers

Rank Fund Capital Flow
1
S
SignatureFD
Georgia
+$188M
2
DJSG
D.J. St. Germain
Massachusetts
+$97.2M
3
FCBT
First Citizens Bank & Trust
North Carolina
+$67.6M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$32.9M
5
IA
IFP Advisors
Florida
+$19.1M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$268M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$10.2M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.91M
4
EH
Equitable Holdings
New York
-$3.27M
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
201
Key Financial Inc
Pennsylvania
$2.51K – – –
CAS
202
Coppell Advisory Solutions
Texas
$1.2K +$1.38K +31 New
Goldman Sachs
203
Goldman Sachs
New York
– -$445K -10,042 Closed
VWA
204
V Wealth Advisors
Kansas
– -$288K -6,500 Closed
BTWM
205
Baker Tilly Wealth Management
Wisconsin
– -$274K -6,187 Closed
FSA
206
Financial Services Advisory
Maryland
– -$256K -5,777 Closed
FHC
207
First Heartland Consultants
Missouri
– -$223K -5,026 Closed
RF
208
RHS Financial
California
– -$220K -4,963 Closed
DWM
209
Drive Wealth Management
Utah
– -$202K -4,568 Closed
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
– -$157K -3,553 Closed
VNA
211
Valley National Advisers
Pennsylvania
– -$18K -401 Closed
IGWM
212
ICA Group Wealth Management
Colorado
– -$10.7K -242 Closed
SSB
213
Sandy Spring Bank
Maryland
– -$2.88K -65 Closed
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
– +$45 +1 New
5 6 7 8
9

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.