JPMorgan US Quality Factor ETF
JQUA
63 hedge funds and large institutions have $252M invested in JPMorgan US Quality Factor ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
11% more funds holding
Funds holding: 57 → 63 (+6)
9.21% less ownership
Funds ownership: 81.22% → 72.01% (-9.2%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
24% less capital invested
Capital invested by funds: $331M → $252M (-$79.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.62M |
| 2 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$2.28M |
| 3 |
JP Morgan Chase
New York
|
+$1.91M |
| 4 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$925K |
| 5 |
RW
RVW Wealth
Los Angeles,
California
|
+$859K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$45.4M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$45.3M |
| 3 |
FI
Financial Insights
Tacoma,
Washington
|
-$10.4M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.83M |
| 5 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
-$1.23M |
JQUA Hedge Fund Activity: Q2 2021 in Review
63 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q2 2021, worth a combined $252M — down 24% from $331M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JQUA positions and 7 closed out — a net gain of 6 holders — while 23 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.62M. The largest seller was Victory Capital Management, exiting entirely with an estimated $45.4M sold.
- 63 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q2 2021, up from 57 in Q1 2021.
- Funds reported $252M of JPMorgan US Quality Factor ETF stock for Q2 2021, down 24% quarter-over-quarter.
- 13 funds opened new JPMorgan US Quality Factor ETF positions in Q2 2021 and 7 closed out, a net change of +6 holders.
- The largest JPMorgan US Quality Factor ETF buyer in Q2 2021 was Morgan Stanley, an estimated $3.62M added.
- The largest JPMorgan US Quality Factor ETF seller in Q2 2021 was Victory Capital Management, an estimated $45.4M sold.
Based on aggregated 13F filings for Q2 2021.