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JPMorgan BetaBuilders MSCI US REIT ETF
BBRE

40 hedge funds and large institutions have $1.19B invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

7% less funds holding

Funds holding: 43 → 40 (-3)

9.85% less ownership

Funds ownership: 92.15% → 82.31% (-9.8%)

17% less capital invested

Capital invested by funds: $1.44B → $1.19B (-$248M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

62% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 21

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.63%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
8
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$66.1M
2
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
+$57.6M
3
GEM
Global Endowment Management
North Carolina
+$1.96M
4
IAN
Integrated Advisors Network
Texas
+$938K
5
Jane Street
Jane Street
New York
+$842K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$243M
2
FTUS
Flow Traders U.S.
New York
-$24.1M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$17.8M
4
UBS AM
UBS AM
Illinois
-$8.56M
5
AssetMark Inc
AssetMark Inc
California
-$5.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$101K +$4.74K +46 +5%
Osaic Holdings
27
Osaic Holdings
Arizona
$90K -$268K -2,599 -75%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$71K -$776K -7,528 -92%
SIS
29
Sound Income Strategies
Florida
$52K -$38.4K -373 -43%
AssetMark Inc
30
AssetMark Inc
California
$50K -$5.02M -48,700 -99%
HIIFS
31
Harel Insurance Investments & Financial Services
Israel
$33K +$31.9K +310 New
Fidelity Investments
32
Fidelity Investments
Massachusetts
$24K – – –
SPIA
33
Steward Partners Investment Advisory
New York
$13K – – –
EWA
34
EverSource Wealth Advisors
Alabama
$9K – – –
IA
35
IFP Advisors
Florida
$8K +$7.63K +74 New
MPWT
36
MassMutual Private Wealth & Trust
Connecticut
$7K -$596K -5,788 -99%
HA
37
Herold Advisors
New York
$6.38K +$6.18K +60 New
IRC
38
Investors Research Corp
Georgia
$2K +$1.24K +12 +171%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
FTUS
40
Flow Traders U.S.
New York
– -$24.1M -216,869 Closed
UBS AM
41
UBS AM
Illinois
– -$8.56M -77,071 Closed
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
– -$504K -4,541 Closed
VAS
43
Vestmark Advisory Solutions
Massachusetts
– -$291K -2,620 Closed
SFM
44
Signet Financial Management
New Jersey
– -$219K -1,971 Closed
TRCT
45
Tower Research Capital (TRC)
New York
– -$212K -1,912 Closed
SCA
46
Snowden Capital Advisors
New York
– -$26K -237 Closed
LC
47
Lindbrook Capital
California
– -$5K -46 Closed
UBS Group
48
UBS Group
Switzerland
– -$3K -29 Closed
LFG
49
Larson Financial Group
Missouri
– -$103 -1 -50%
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BBRE Hedge Fund Activity: Q1 2022 in Review

40 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q1 2022, worth a combined $1.19B — down 17% from $1.44B a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BBRE and 6 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 8 added.

The largest buyer was Morgan Stanley, adding an estimated $66.1M. The largest seller was JP Morgan Chase, cutting an estimated $243M.

  • 40 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q1 2022, down from 43 in Q4 2021.
  • Funds reported $1.19B of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q1 2022, down 17% quarter-over-quarter.
  • 6 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q1 2022 and 9 closed out, a net change of -3 holders.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q1 2022 was Morgan Stanley, an estimated $66.1M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q1 2022 was JP Morgan Chase, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2022.