JPMorgan US Quality Factor ETF
JQUA
57 hedge funds and large institutions have $331M invested in JPMorgan US Quality Factor ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
19% more funds holding
Funds holding: 48 → 57 (+9)
5% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 19
0.16% more ownership
Funds ownership: 81.06% → 81.22% (+0.16%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
7% less capital invested
Capital invested by funds: $357M → $331M (-$25.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
+$31.3M |
| 2 |
RW
REDW Wealth
Albuquerque,
New Mexico
|
+$2.69M |
| 3 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
+$2.58M |
| 4 |
RW
RVW Wealth
Los Angeles,
California
|
+$1.38M |
| 5 |
KAM
Knightsbridge Asset Management
Newport Beach,
California
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$49.6M |
| 2 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$9.79M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$7.58M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$6.33M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$6.33M |
JQUA Hedge Fund Activity: Q1 2021 in Review
57 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q1 2021, worth a combined $331M — down 7.1% from $357M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JQUA positions and 4 closed out — a net gain of 9 holders — while 20 added to existing stakes and 19 trimmed.
The largest buyer was 3D/L Capital Management, adding an estimated $31.3M. The largest seller was Total Investment Management, exiting entirely with an estimated $49.6M sold.
- 57 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q1 2021, up from 48 in Q4 2020.
- Funds reported $331M of JPMorgan US Quality Factor ETF stock for Q1 2021, down 7.1% quarter-over-quarter.
- 13 funds opened new JPMorgan US Quality Factor ETF positions in Q1 2021 and 4 closed out, a net change of +9 holders.
- The largest JPMorgan US Quality Factor ETF buyer in Q1 2021 was 3D/L Capital Management, an estimated $31.3M added.
- The largest JPMorgan US Quality Factor ETF seller in Q1 2021 was Total Investment Management, an estimated $49.6M sold.
Based on aggregated 13F filings for Q1 2021.