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JPMorgan BetaBuilders MSCI US REIT ETF

40 hedge funds and large institutions have $991M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

5.29% more ownership

Funds ownership: 82.31%87.59% (+5.3%)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

17% less capital invested

Capital invested by funds: $1.19B → $991M (-$202M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
7
Increased
17
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$125K +$10.3K +107 +8%
Wells Fargo
27
Wells Fargo
California
$82K -$1.26K -13 -1%
Osaic Holdings
28
Osaic Holdings
Arizona
$43K -$34.7K -359 -42%
SIS
29
Sound Income Strategies
Florida
$43K +$290 +3 +0.6%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$40K +$44.4K +460 New
TRCT
31
Tower Research Capital (TRC)
New York
$24K +$25.9K +268 New
Fidelity Investments
32
Fidelity Investments
Massachusetts
$20K
UBS Group
33
UBS Group
Switzerland
$13K +$14K +145 New
SPIA
34
Steward Partners Investment Advisory
New York
$10K
IA
35
IFP Advisors
Florida
$8K
EWA
36
EverSource Wealth Advisors
Alabama
$7K
MPWT
37
MassMutual Private Wealth & Trust
Connecticut
$7K +$2.13K +22 +35%
AssetMark Inc
38
AssetMark Inc
California
$5K -$39.4K -408 -87%
IRC
39
Investors Research Corp
Georgia
$2K +$676 +7 +37%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
-$4.22M -39,700 Closed
FWM
41
Forefront Wealth Management
Pennsylvania
-$3.22M -30,275 Closed
5L
42
55I LLC
Massachusetts
-$428K -4,020 Closed
AWM
43
AE Wealth Management
Kansas
-$416K -3,910 Closed
HIIFS
44
Harel Insurance Investments & Financial Services
Israel
-$33K -310 Closed
HA
45
Herold Advisors
New York
-$6.38K -60 Closed
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
-$1K -5 Closed

BBRE Hedge Fund Activity: Q2 2022 in Review

40 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q2 2022, worth a combined $991M — down 17% from $1.19B a quarter earlier.

Fund positioning in BBRE was balanced in Q2 2022: 7 funds opened new positions, 7 closed out, 17 added to existing stakes and 11 trimmed.

The largest buyer was University of Texas/Texas AM Investment Management Co (UTIMCO), adding an estimated $72.7M. The largest seller was JP Morgan Chase, cutting an estimated $71M.

  • 40 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $991M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q2 2022, down 17% quarter-over-quarter.
  • 7 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q2 2022 and 7 closed out, a net change of 0 holders.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q2 2022 was University of Texas/Texas AM Investment Management Co (UTIMCO), an estimated $72.7M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q2 2022 was JP Morgan Chase, an estimated $71M sold.

Based on aggregated 13F filings for Q2 2022.