JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
24 hedge funds and large institutions have $888M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 5 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
21% more capital invested
Capital invested by funds: $735M → $888M (+$154M)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
4% more funds holding
Funds holding: 23 → 24 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.4% less ownership
Funds ownership: 90.62% → 89.22% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$71.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.28M |
| 3 |
AssetMark Inc
Concord,
California
|
+$5.04M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$3.64M |
| 5 |
Morgan Stanley
New York
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$5.55M |
| 2 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$4.82M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$914K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$728K |
| 5 |
RT
Rockland Trust
Hanover,
Massachusetts
|
-$356K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCA
26
Cobblestone Capital Advisors
Rochester,
New York
| – | -$230K | -3,195 | Closed |
|
|
FFA
27
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$25K | -354 | Closed |
|
|
BFEC
28
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$20K | -277 | Closed |
|
29
William Blair & Company
Chicago,
Illinois
| – | +$383 | +5 | New |
|
BBRE Hedge Fund Activity: Q4 2020 in Review
24 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q4 2020, worth a combined $888M — up 21% from $735M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BBRE positions and 5 closed out — a net gain of 1 holder — while 11 added to existing stakes and 5 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $71.2M. The largest seller was Goldman Sachs, cutting an estimated $5.55M.
- 24 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q4 2020, up from 23 in Q3 2020.
- Funds reported $888M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q4 2020, up 21% quarter-over-quarter.
- 6 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q4 2020 and 5 closed out, a net change of +1 holder.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $71.2M added.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q4 2020 was Goldman Sachs, an estimated $5.55M sold.
Based on aggregated 13F filings for Q4 2020.