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JPMorgan BetaBuilders MSCI US REIT ETF

57 hedge funds and large institutions have $939M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 5657 (+1)

5% more capital invested

Capital invested by funds: $896M → $939M (+$42.9M)

2.57% less ownership

Funds ownership: 94.41%91.83% (-2.6%)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
10
Increased
15
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
26
Gladstone Institutional Advisory
Florida
$230K +$234K +2,407 New
SIA
27
SkyView Investment Advisors
New Jersey
$227K
FFA
28
Farther Finance Advisors
California
$205K -$42K -431 -17%
TRCT
29
Tower Research Capital (TRC)
New York
$187K +$190K +1,949 New
Osaic Holdings
30
Osaic Holdings
Arizona
$122K +$9.44K +97 +8%
UBS Group
31
UBS Group
Switzerland
$115K -$127K -1,300 -52%
KFP
32
Kerr Financial Planning
California
$95.3K
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$92.5K +$74.7K +767 +384%
ACA
34
Aptus Capital Advisors
Alabama
$66.7K +$9.05K +93 +15%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$66.3K +$60.3K +619 +848%
VCM
36
Versant Capital Management
Arizona
$59.4K
Citigroup
37
Citigroup
New York
$58.6K +$59.6K +612 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$38K
CT
39
Colonial Trust
South Carolina
$26.7K
HI
40
Harbour Investments
Wisconsin
$18.1K -$2.63K -27 -13%
ASN
41
Advisory Services Network
Georgia
$16.6K +$16.9K +174 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$15.2K -$2.43K -25 -14%
NA
43
NewEdge Advisors
Louisiana
$14.4K
FFA
44
Founders Financial Alliance
North Carolina
$14K +$14.2K +146 New
PTC
45
Private Trust Company
Ohio
$13.4K
SIS
46
Sound Income Strategies
Florida
$13K -$2.14K -22 -14%
RFP
47
Root Financial Partners
California
$12.4K -$5.75K -59 -31%
SPIA
48
Steward Partners Investment Advisory
New York
$11.4K
SAM
49
Smartleaf Asset Management
Massachusetts
$5.85K
IRC
50
Investors Research Corp
Georgia
$4.79K