JPMorgan US Quality Factor ETF
JQUA
69 hedge funds and large institutions have $282M invested in JPMorgan US Quality Factor ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
12% more capital invested
Capital invested by funds: $252M → $282M (+$30.4M)
10% more funds holding
Funds holding: 63 → 69 (+6)
2.45% more ownership
Funds ownership: 72.01% → 74.45% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$10.5M |
| 2 |
DIM
Delta Investment Management
San Francisco,
California
|
+$9.13M |
| 3 |
Morgan Stanley
New York
|
+$7.66M |
| 4 |
KAM
Knightsbridge Asset Management
Newport Beach,
California
|
+$2.55M |
| 5 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$3.82M |
| 2 |
JP Morgan Chase
New York
|
-$1.76M |
| 3 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$1.32M |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$368K |
| 5 |
PAS
Park Avenue Securities
New York
|
-$346K |
JQUA Hedge Fund Activity: Q3 2021 in Review
69 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q3 2021, worth a combined $282M — up 12% from $252M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JQUA positions and 3 closed out — a net gain of 7 holders — while 29 added to existing stakes and 19 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $10.5M. The largest seller was Avalon Capital Management, cutting an estimated $3.82M.
- 69 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q3 2021, up from 63 in Q2 2021.
- Funds reported $282M of JPMorgan US Quality Factor ETF stock for Q3 2021, up 12% quarter-over-quarter.
- 10 funds opened new JPMorgan US Quality Factor ETF positions in Q3 2021 and 3 closed out, a net change of +7 holders.
- The largest JPMorgan US Quality Factor ETF buyer in Q3 2021 was Goldman Sachs, an estimated $10.5M added.
- The largest JPMorgan US Quality Factor ETF seller in Q3 2021 was Avalon Capital Management, an estimated $3.82M sold.
Based on aggregated 13F filings for Q3 2021.