JPMorgan US Quality Factor ETF
JQUA
85 hedge funds and large institutions have $568M invested in JPMorgan US Quality Factor ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 18 reducing their positions, and 11 closing their positions.
139% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 18
93% more capital invested
Capital invested by funds: $294M → $568M (+$274M)
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
26.36% more ownership
Funds ownership: 78.86% → 105.22% (+26%)
5% more funds holding
Funds holding: 81 → 85 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$140M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$140M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$24.1M |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$6.48M |
| 5 |
PA
Prism Advisors
Studio City,
California
|
+$5.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$13M |
| 2 |
Jane Street
New York
|
-$2.83M |
| 3 |
Morgan Stanley
New York
|
-$1.23M |
| 4 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$879K |
| 5 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$875K |
JQUA Hedge Fund Activity: Q3 2022 in Review
85 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q3 2022, worth a combined $568M — up 93% from $294M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new JQUA positions and 11 closed out — a net gain of 4 holders — while 43 added to existing stakes and 18 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $140M. The largest seller was JP Morgan Chase, cutting an estimated $13M.
- 85 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q3 2022, up from 81 in Q2 2022.
- Funds reported $568M of JPMorgan US Quality Factor ETF stock for Q3 2022, up 93% quarter-over-quarter.
- 15 funds opened new JPMorgan US Quality Factor ETF positions in Q3 2022 and 11 closed out, a net change of +4 holders.
- The largest JPMorgan US Quality Factor ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $140M added.
- The largest JPMorgan US Quality Factor ETF seller in Q3 2022 was JP Morgan Chase, an estimated $13M sold.
Based on aggregated 13F filings for Q3 2022.