JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
32 hedge funds and large institutions have $805M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 1 closing their positions.
1,400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
78% more funds holding
Funds holding: 18 → 32 (+14)
10% more capital invested
Capital invested by funds: $733M → $805M (+$72.9M)
0.71% less ownership
Funds ownership: 83.56% → 82.85% (-0.71%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$17.6M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.28M |
| 3 |
Morgan Stanley
New York
|
+$4.39M |
| 4 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
+$4.13M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$37M |
| 2 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
-$10.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$899K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$746K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$258K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Hudock Inc
Williamsport,
Pennsylvania
| $10K | +$10.4K | +151 | New |
|
27
UBS Group
Zurich,
Switzerland
| $6K | +$5.79K | +84 | New |
|
|
S
28
SignatureFD
Atlanta,
Georgia
| $2K | +$1.66K | +24 | New |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $2K | +$2.27K | +33 | New |
|
|
PIMG
30
Patriot Investment Management Group
Knoxville,
Tennessee
| $1.43K | +$1.38K | +20 | New |
|
|
MPWT
31
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1K | – | – | – |
|
|
AI
32
Atria Investments
Charlotte,
North Carolina
| – | -$746K | -11,561 | Closed |
|
BBRE Hedge Fund Activity: Q2 2020 in Review
32 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q2 2020, worth a combined $805M — up 10% from $733M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BBRE positions and 1 closed out — a net gain of 14 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was RiverFront Investment Group, adding an estimated $17.6M. The largest seller was JP Morgan Chase, cutting an estimated $37M.
- 32 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q2 2020, up from 18 in Q1 2020.
- Funds reported $805M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q2 2020, up 10% quarter-over-quarter.
- 15 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q2 2020 and 1 closed out, a net change of +14 holders.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q2 2020 was RiverFront Investment Group, an estimated $17.6M added.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q2 2020 was JP Morgan Chase, an estimated $37M sold.
Based on aggregated 13F filings for Q2 2020.