JPMorgan US Value Factor ETF
JVAL
79 hedge funds and large institutions have $398M invested in JPMorgan US Value Factor ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 10 closing their positions.
160% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 10
71% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 17
34% more capital invested
Capital invested by funds: $297M → $398M (+$100M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
23% more funds holding
Funds holding: 64 → 79 (+15)
2.86% more ownership
Funds ownership: 64.81% → 67.67% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$31.3M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$24.6M |
| 3 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$16.2M |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$12.7M |
| 5 |
Goldman Sachs
New York
|
+$6.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.59M |
| 3 |
FA
Fermata Advisors
Sonoma,
California
|
-$1.4M |
| 4 |
WA
WESPAC Advisors
Orinda,
California
|
-$1.35M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.35M |
JVAL Hedge Fund Activity: Q1 2022 in Review
79 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q1 2022, worth a combined $398M — up 34% from $297M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new JVAL positions and 10 closed out — a net gain of 16 holders — while 29 added to existing stakes and 17 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $31.3M. The largest seller was Morgan Stanley, cutting an estimated $13.5M.
- 79 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q1 2022, up from 64 in Q4 2021.
- Funds reported $398M of JPMorgan US Value Factor ETF stock for Q1 2022, up 34% quarter-over-quarter.
- 26 funds opened new JPMorgan US Value Factor ETF positions in Q1 2022 and 10 closed out, a net change of +16 holders.
- The largest JPMorgan US Value Factor ETF buyer in Q1 2022 was Northwestern Mutual Wealth Management, an estimated $31.3M added.
- The largest JPMorgan US Value Factor ETF seller in Q1 2022 was Morgan Stanley, an estimated $13.5M sold.
Based on aggregated 13F filings for Q1 2022.