JPMorgan US Quality Factor ETF
JQUA
131 hedge funds and large institutions have $1.03B invested in JPMorgan US Quality Factor ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 8 closing their positions.
338% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 8
81% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 31
46% more capital invested
Capital invested by funds: $708M → $1.03B (+$324M)
24% more funds holding
Funds holding: 106 → 131 (+25)
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
1.52% less ownership
Funds ownership: 104.8% → 103.28% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$78.5M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$76.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$21M |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$16.7M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$10M |
| 2 |
ICMP
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
-$4.63M |
| 3 |
SRIM
Saratoga Research & Investment Management
Saratoga,
California
|
-$4.6M |
| 4 |
RW
REDW Wealth
Albuquerque,
New Mexico
|
-$2M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.22M |
JQUA Hedge Fund Activity: Q1 2023 in Review
131 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q1 2023, worth a combined $1.03B — up 46% from $708M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new JQUA positions and 8 closed out — a net gain of 27 holders — while 56 added to existing stakes and 31 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $78.5M. The largest seller was Beaumont Financial Advisors, cutting an estimated $10M.
- 131 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q1 2023, up from 106 in Q4 2022.
- Funds reported $1.03B of JPMorgan US Quality Factor ETF stock for Q1 2023, up 46% quarter-over-quarter.
- 35 funds opened new JPMorgan US Quality Factor ETF positions in Q1 2023 and 8 closed out, a net change of +27 holders.
- The largest JPMorgan US Quality Factor ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $78.5M added.
- The largest JPMorgan US Quality Factor ETF seller in Q1 2023 was Beaumont Financial Advisors, an estimated $10M sold.
Based on aggregated 13F filings for Q1 2023.