JPMorgan US Value Factor ETF
JVAL
12 hedge funds and large institutions have $31.7M invested in JPMorgan US Value Factor ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 6 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
18.09% less ownership
Funds ownership: 80.75% → 62.66% (-18%)
50% less capital invested
Capital invested by funds: $63.2M → $31.7M (-$31.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.88M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.35M |
| 3 |
PP
Palladium Partners
Norfolk,
Virginia
|
+$400K |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$319K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$287K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$10.9M |
| 2 |
JP Morgan Chase
New York
|
-$3.14M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.89M |
| 4 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$2.87M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.54M |
JVAL Hedge Fund Activity: Q1 2020 in Review
12 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q1 2020, worth a combined $31.7M — down 50% from $63.2M a quarter earlier.
Fund positioning in JVAL was balanced in Q1 2020: 6 funds opened new positions, 6 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $2.88M. The largest seller was Pacific Financial Group, exiting entirely with an estimated $10.9M sold.
- 12 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $31.7M of JPMorgan US Value Factor ETF stock for Q1 2020, down 50% quarter-over-quarter.
- 6 funds opened new JPMorgan US Value Factor ETF positions in Q1 2020 and 6 closed out, a net change of 0 holders.
- The largest JPMorgan US Value Factor ETF buyer in Q1 2020 was Brinker Capital Investments, an estimated $2.88M added.
- The largest JPMorgan US Value Factor ETF seller in Q1 2020 was Pacific Financial Group, an estimated $10.9M sold.
Based on aggregated 13F filings for Q1 2020.