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JPMorgan BetaBuilders MSCI US REIT ETF
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Overview Fund Activity

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
Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.68%
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
–

Top Buyers

1
UOTTAIMCU
1
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$191M
2
GEM
2
Global Endowment Management
North Carolina
$46.7M
3
Jane Street
3
Jane Street
New York
$6.32M
4
FTUS
4
Flow Traders U.S.
New York
$3.62M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.97M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$569M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$25.5M
3
Victory Capital Management
3
Victory Capital Management
Texas
$4.45M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$0
5
FWM
5
Forefront Wealth Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$125K +$9.42K +107 +8%
Wells Fargo
27
Wells Fargo
California
$82K -$1.14K -13 -1%
Osaic Holdings
28
Osaic Holdings
Arizona
$43K -$31.4K -359 -42%
SIS
29
Sound Income Strategies
Florida
$43K +$262 +3 +0.6%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$40K +$40K +460 New
TRCT
31
Tower Research Capital (TRC)
New York
$24K +$24K +268 New
Fidelity Investments
32
Fidelity Investments
Massachusetts
$20K – – –
UBS Group
33
UBS Group
Switzerland
$13K +$13K +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 +$1.83K +22 +35%
AssetMark Inc
38
AssetMark Inc
California
$5K -$32.9K -408 -87%
IRC
39
Investors Research Corp
Georgia
$2K +$538 +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
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