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JPMorgan BetaBuilders MSCI US REIT ETF
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Overview Fund Activity

23 hedge funds and large institutions have $735M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
-9
Holders Change %
-28.13%
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
9
Reduced
5
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$6.34M
2
Goldman Sachs
Goldman Sachs
New York
$6.05M
3
GEM
Global Endowment Management
North Carolina
$39.4M
4
Bank of America
Bank of America
North Carolina
$5.27M
5
HighTower Advisors
HighTower Advisors
Illinois
$10.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$610M
2
RIG
RiverFront Investment Group
Virginia
$0
3
RJA
Raymond James & Associates
Florida
$0
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
– -$4M -56,044 Closed
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
– -$3.19M -44,758 Closed
Truist Financial
28
Truist Financial
North Carolina
– -$1.47M -20,666 Closed
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
– -$1.02M -14,329 Closed
Stifel Financial
30
Stifel Financial
Missouri
– -$550K -7,704 Closed
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
– -$432K -6,052 Closed
LPL Financial
32
LPL Financial
California
– -$375K -5,261 Closed
VAS
33
Vestmark Advisory Solutions
Massachusetts
– -$267K -3,739 Closed
TRCT
34
Tower Research Capital (TRC)
New York
– -$83K -1,164 Closed
HI
35
Hudock Inc
Pennsylvania
– -$10K -151 Closed
UBS Group
36
UBS Group
Switzerland
– -$6K -84 Closed
IA
37
IFP Advisors
Florida
– -$2K -33 Closed
S
38
SignatureFD
Georgia
– -$2K -24 Closed
PIMG
39
Patriot Investment Management Group
Tennessee
– -$1.43K -20 Closed
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