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JPMorgan BetaBuilders MSCI US REIT ETF
BBRE

32 hedge funds and large institutions have $1.24B invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

40% more capital invested

Capital invested by funds: $888M → $1.24B (+$354M)

33% more funds holding

Funds holding: 24 → 32 (+8)

1.71% more ownership

Funds ownership: 89.22% → 90.92% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
32
Holders Change
+8
Holders Change %
+33.33%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
15
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$214M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$19M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$10M
4
HighTower Advisors
HighTower Advisors
Illinois
+$4.98M
5
Morgan Stanley
Morgan Stanley
New York
+$4.42M

Top Sellers

Rank Fund Capital Flow
1
GEM
Global Endowment Management
North Carolina
-$2.92M
2
AWA
Alaska Wealth Advisors
Alaska
-$634K
3
GM
GeoWealth Management
Illinois
-$491K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$396K
5
CW
CreativeOne Wealth
Kansas
-$197K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$63K +$60.7K +738 New
Fidelity Investments
27
Fidelity Investments
Massachusetts
$19K +$16.9K +205 +976%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$14K +$2.88K +35 +26%
SPIA
29
Steward Partners Investment Advisory
New York
$10.2K +$9.79K +119 New
BFC
30
Bedel Financial Consulting
Indiana
$5K +$4.77K +58 New
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
GM
32
GeoWealth Management
Illinois
– -$491K -6,204 Closed
Bank of New York Mellon
33
Bank of New York Mellon
New York
– -$396K -5,000 Closed
1
2

BBRE Hedge Fund Activity: Q1 2021 in Review

32 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q1 2021, worth a combined $1.24B — up 40% from $888M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BBRE positions and 2 closed out — a net gain of 8 holders — while 15 added to existing stakes and 4 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $214M. The largest seller was Global Endowment Management, cutting an estimated $2.92M.

  • 32 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q1 2021, up from 24 in Q4 2020.
  • Funds reported $1.24B of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q1 2021, up 40% quarter-over-quarter.
  • 10 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q1 2021 and 2 closed out, a net change of +8 holders.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $214M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q1 2021 was Global Endowment Management, an estimated $2.92M sold.

Based on aggregated 13F filings for Q1 2021.