JPMorgan US Quality Factor ETF
JQUA
20 hedge funds and large institutions have $98.8M invested in JPMorgan US Quality Factor ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 5 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
24% more capital invested
Capital invested by funds: $79.4M → $98.8M (+$19.4M)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
11% more funds holding
Funds holding: 18 → 20 (+2)
1.69% less ownership
Funds ownership: 75.08% → 73.39% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$21.8M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$2.32M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$1.03M |
| 4 |
PGAM
Princeton Global Asset Management
Princeton,
New Jersey
|
+$104K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$89.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$5.99M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$2.08M |
| 3 |
Jane Street
New York
|
-$1.66M |
| 4 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$1.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$601K |
JQUA Hedge Fund Activity: Q4 2019 in Review
20 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q4 2019, worth a combined $98.8M — up 24% from $79.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JQUA positions and 5 closed out — a net gain of 2 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $21.8M. The largest seller was JP Morgan Chase, cutting an estimated $5.99M.
- 20 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q4 2019, up from 18 in Q3 2019.
- Funds reported $98.8M of JPMorgan US Quality Factor ETF stock for Q4 2019, up 24% quarter-over-quarter.
- 7 funds opened new JPMorgan US Quality Factor ETF positions in Q4 2019 and 5 closed out, a net change of +2 holders.
- The largest JPMorgan US Quality Factor ETF buyer in Q4 2019 was Retirement Planning Group (Kansas), an estimated $21.8M added.
- The largest JPMorgan US Quality Factor ETF seller in Q4 2019 was JP Morgan Chase, an estimated $5.99M sold.
Based on aggregated 13F filings for Q4 2019.