JPMorgan US Quality Factor ETF
JQUA
46 hedge funds and large institutions have $346M invested in JPMorgan US Quality Factor ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
23% more capital invested
Capital invested by funds: $281M → $346M (+$65.6M)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
12% more funds holding
Funds holding: 41 → 46 (+5)
8.21% more ownership
Funds ownership: 80.33% → 88.54% (+8.2%)
41% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$25.1M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$23.9M |
| 3 |
RW
REDW Wealth
Albuquerque,
New Mexico
|
+$10.3M |
| 4 |
FI
Financial Insights
Tacoma,
Washington
|
+$8.6M |
| 5 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$4.77M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2M |
| 3 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$1.91M |
| 4 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$1.34M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.23M |
JQUA Hedge Fund Activity: Q3 2020 in Review
46 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q3 2020, worth a combined $346M — up 23% from $281M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JQUA positions and 3 closed out — a net gain of 5 holders — while 13 added to existing stakes and 22 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $25.1M. The largest seller was Baker Avenue Asset Management, cutting an estimated $4.77M.
- 46 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q3 2020, up from 41 in Q2 2020.
- Funds reported $346M of JPMorgan US Quality Factor ETF stock for Q3 2020, up 23% quarter-over-quarter.
- 8 funds opened new JPMorgan US Quality Factor ETF positions in Q3 2020 and 3 closed out, a net change of +5 holders.
- The largest JPMorgan US Quality Factor ETF buyer in Q3 2020 was Victory Capital Management, an estimated $25.1M added.
- The largest JPMorgan US Quality Factor ETF seller in Q3 2020 was Baker Avenue Asset Management, an estimated $4.77M sold.
Based on aggregated 13F filings for Q3 2020.