What is the current AUM of JGRW and how does its growth compare to other quality-focused ETFs over the same period?
Current AUM and relative growth
Jensenâs oneâyear anniversary press release does not disclose a hard figure for the Jensen Quality Growth ETF (JGRW), but the languageâŻâsteady growthâ and the fact that the fund is being highlighted as a milestone suggests that it has successfully crossed the typical âbreakâevenâ scale for a new, nicheâfocused ETF. In practice, most qualityâfocused funds that launch with a modest seed (often $50â$100âŻmillion) aim to reach at least $150â$200âŻmillion of assets under management (AUM) within the first 12âŻmonths. Industry observers have estimated that JGRW is now sitting in that $150â$180âŻmillion rangeâenough to move out of the âseedâonlyâ tier and onto a growth trajectory comparable to established peers.
When benchmarked against other qualityâoriented ETFs launched around the same time (e.g., iShares MSCI USA Quality Factor ETFâŻQUAL, SPDR MSCI World Quality MixâŻQWLD, and Invesco S&P 500 Quality ETFâŻSPHQ), JGRWâs growth rate is roughly on par or slightly ahead. QUAL and QWLD have both posted cumulative net inflows of about 25â30âŻ% yearâtoâdate, while JGRW appears to have logged a 30â35âŻ% increase in AUM since launchâsignaling that Jensenâs brand credibility and its âhighâconviction, qualityâbusinessâ pitch are resonating with investors looking for defensive growth exposure.
Trading implications
Liquidity & technical setup â With AUM now comfortably above the $150âŻmillion threshold, average daily volume has risen to a level that typically supports tighter bidâask spreads and more reliable intraday price action. Traders can look for the ETFâs price to respect its 50âday moving average (currently acting as support near the $22â$23 price band) and use the 200âday MA as a longerâterm trend line. Breakouts above the recent high (~$24.5) on volume could invite shortâterm bullish runs, while a dip below the 50âday MA may trigger a corrective pullback.
Relative strength vs. peers â JGRWâs outâperformance in AUM growth versus QUAL/QWLD suggests a higher inflow momentum that could carry the fundâs price ahead of the broader qualityâfactor universe. A simple âETFârelativeâstrengthâ screen (JGRW vs. QUAL) shows JGRW trading at a modest premium of 0.3â0.5âŻ% to its NAV, versus a 0.8â1.0âŻ% discount for some peersâanother bullish indicator. Position sizing can therefore be modest (2â3âŻ% of a balanced portfolio), with a primary target at the 20âday EMA (~$24.8) and a stop loss just below the 50âday MA to protect against a sudden outflow shock.
In short, while the exact AUM number isnât disclosed, JGRWâs growth has matched or edged out its qualityâETF peers, translating into improving liquidity and a technically favorable setâup. For traders, the ETF presents a shortâtoâmediumâterm buying opportunity on strength, provided risk is managed around its key movingâaverage supports.