JPMorgan US Quality Factor ETF
JQUA
41 hedge funds and large institutions have $281M invested in JPMorgan US Quality Factor ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
105% more capital invested
Capital invested by funds: $137M → $281M (+$144M)
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
21% more funds holding
Funds holding: 34 → 41 (+7)
2.36% less ownership
Funds ownership: 82.69% → 80.33% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$37.2M |
| 2 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$19M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$18.3M |
| 4 |
RW
RVW Wealth
Los Angeles,
California
|
+$12.6M |
| 5 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$7.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
Financial Insights
Tacoma,
Washington
|
-$7.78M |
| 2 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$2.19M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.38M |
| 4 |
PAS
Park Avenue Securities
New York
|
-$989K |
| 5 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$467K |
JQUA Hedge Fund Activity: Q2 2020 in Review
41 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q2 2020, worth a combined $281M — up 105% from $137M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JQUA positions and 6 closed out — a net gain of 7 holders — while 15 added to existing stakes and 10 trimmed.
The largest buyer was Total Investment Management, opening a new position worth an estimated $37.2M. The largest seller was Financial Insights, cutting an estimated $7.78M.
- 41 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q2 2020, up from 34 in Q1 2020.
- Funds reported $281M of JPMorgan US Quality Factor ETF stock for Q2 2020, up 105% quarter-over-quarter.
- 13 funds opened new JPMorgan US Quality Factor ETF positions in Q2 2020 and 6 closed out, a net change of +7 holders.
- The largest JPMorgan US Quality Factor ETF buyer in Q2 2020 was Total Investment Management, an estimated $37.2M added.
- The largest JPMorgan US Quality Factor ETF seller in Q2 2020 was Financial Insights, an estimated $7.78M sold.
Based on aggregated 13F filings for Q2 2020.