JPMorgan US Quality Factor ETF
JQUA
173 hedge funds and large institutions have $1.57B invested in JPMorgan US Quality Factor ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 80 increasing their positions, 28 reducing their positions, and 12 closing their positions.
350% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 12
186% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 28
73% more funds holding in top 10
Funds holding in top 10: 11 → 19 (+8)
52% more capital invested
Capital invested by funds: $1.03B → $1.57B (+$537M)
32% more funds holding
Funds holding: 131 → 173 (+42)
6.45% less ownership
Funds ownership: 103.28% → 96.84% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HC
Hamilton Capital
Columbus,
Ohio
|
+$57M |
| 2 |
Morgan Stanley
New York
|
+$46.3M |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$35.1M |
| 4 |
JP Morgan Chase
New York
|
+$27.3M |
| 5 |
VPP
Vertex Planning Partners
Downers Grove,
Illinois
|
+$24.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$18.6M |
| 2 |
KAM
Knightsbridge Asset Management
Newport Beach,
California
|
-$5.57M |
| 3 |
Jane Street
New York
|
-$3.63M |
| 4 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$1.21M |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$956K |
JQUA Hedge Fund Activity: Q2 2023 in Review
173 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Quality Factor ETF (JQUA) for Q2 2023, worth a combined $1.57B — up 52% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new JQUA positions and 12 closed out — a net gain of 42 holders — while 80 added to existing stakes and 28 trimmed.
The largest buyer was Hamilton Capital, opening a new position worth an estimated $57M. The largest seller was Money Concepts Capital, cutting an estimated $18.6M.
- 173 institutional investors held JPMorgan US Quality Factor ETF (JQUA) as of Q2 2023, up from 131 in Q1 2023.
- Funds reported $1.57B of JPMorgan US Quality Factor ETF stock for Q2 2023, up 52% quarter-over-quarter.
- 54 funds opened new JPMorgan US Quality Factor ETF positions in Q2 2023 and 12 closed out, a net change of +42 holders.
- The largest JPMorgan US Quality Factor ETF buyer in Q2 2023 was Hamilton Capital, an estimated $57M added.
- The largest JPMorgan US Quality Factor ETF seller in Q2 2023 was Money Concepts Capital, an estimated $18.6M sold.
Based on aggregated 13F filings for Q2 2023.