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JPMorgan BetaBuilders MSCI US REIT ETF

43 hedge funds and large institutions have $1.44B invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

18% more capital invested

Capital invested by funds: $1.23B → $1.44B (+$215M)

16% more funds holding

Funds holding: 3743 (+6)

0.35% less ownership

Funds ownership: 92.5%92.15% (-0.35%)

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
11
Increased
15
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GM
26
GeoWealth Management
Illinois
$640K -$20.2K -193 -3%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$504K +$426K +4,081 +887%
Osaic Holdings
28
Osaic Holdings
Arizona
$383K +$177K +1,695 +97%
VAS
29
Vestmark Advisory Solutions
Massachusetts
$291K +$274K +2,620 New
SFM
30
Signet Financial Management
New Jersey
$219K +$206K +1,971 New
TRCT
31
Tower Research Capital (TRC)
New York
$212K -$68.9K -660 -26%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$122K +$9.61K +92 +9%
Wells Fargo
33
Wells Fargo
California
$101K
SIS
34
Sound Income Strategies
Florida
$96K -$44.7K -428 -33%
SCA
35
Snowden Capital Advisors
New York
$26K +$24.8K +237 New
Fidelity Investments
36
Fidelity Investments
Massachusetts
$25K
SPIA
37
Steward Partners Investment Advisory
New York
$13K
EWA
38
EverSource Wealth Advisors
Alabama
$9K +$8.46K +81 New
LC
39
Lindbrook Capital
California
$5K +$4.81K +46 New
UBS Group
40
UBS Group
Switzerland
$3K
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$836 -8 -62%
IRC
42
Investors Research Corp
Georgia
$1K +$731 +7 New
KeyBank National Association
43
KeyBank National Association
Ohio
-$1.45M -15,110 Closed
Barclays
44
Barclays
United Kingdom
-$20K -203 Closed
HA
45
Herold Advisors
New York
-$5K -60 Closed
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
-$3K -35 Closed
LFG
47
Larson Financial Group
Missouri
+$209 +2 New

BBRE Hedge Fund Activity: Q4 2021 in Review

43 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q4 2021, worth a combined $1.44B — up 18% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BBRE positions and 5 closed out — a net gain of 6 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was University of Texas/Texas AM Investment Management Co (UTIMCO), adding an estimated $54M. The largest seller was JP Morgan Chase, cutting an estimated $65.4M.

  • 43 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q4 2021, up from 37 in Q3 2021.
  • Funds reported $1.44B of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q4 2021, up 18% quarter-over-quarter.
  • 11 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q4 2021 and 5 closed out, a net change of +6 holders.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q4 2021 was University of Texas/Texas AM Investment Management Co (UTIMCO), an estimated $54M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q4 2021 was JP Morgan Chase, an estimated $65.4M sold.

Based on aggregated 13F filings for Q4 2021.