JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
35 hedge funds and large institutions have $831M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 6 closing their positions.
5.86% more ownership
Funds ownership: 87.59% → 93.45% (+5.9%)
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
13% less funds holding
Funds holding: 40 → 35 (-5)
16% less capital invested
Capital invested by funds: $991M → $831M (-$160M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
+$48.1M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$22.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.41M |
| 4 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
+$538K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$361K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$105M |
| 2 |
Morgan Stanley
New York
|
-$11M |
| 3 |
Jane Street
New York
|
-$6.32M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$3.62M |
| 5 |
Goldman Sachs
New York
|
-$2.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $9K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $8K | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $7K | -$4.7K | -52 | -36% |
|
|
EWA
29
EverSource Wealth Advisors
Birmingham,
Alabama
| $6K | – | – | – |
|
30
Rockefeller Capital Management
New York
| $5K | -$35K | -387 | -84% |
|
|
MPWT
31
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $3K | -$4.52K | -50 | -60% |
|
32
AssetMark Inc
Concord,
California
| $3K | -$1.81K | -20 | -32% |
|
|
IRC
33
Investors Research Corp
Atlanta,
Georgia
| $2K | +$181 | +2 | +8% |
|
34
Fidelity Investments
Boston,
Massachusetts
| $1K | -$20K | -221 | -97% |
|
|
35
Jane Street
New York
| – | -$6.32M | -71,952 | Closed |
|
|
FTUS
36
Flow Traders U.S.
New York
| – | -$3.62M | -41,229 | Closed |
|
|
37
Goldman Sachs
New York
| – | -$2.97M | -33,851 | Closed |
|
38
Citadel Advisors
Miami,
Florida
| – | -$1.85M | -21,053 | Closed |
|
39
Marshall Wace
London,
United Kingdom
| – | -$334K | -3,788 | Closed |
|
|
OMC
40
Old Mission Capital
Chicago,
Illinois
| – | -$315K | -3,591 | Closed |
|
BBRE Hedge Fund Activity: Q3 2022 in Review
35 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q3 2022, worth a combined $831M — down 16% from $991M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of BBRE and 1 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 14 added.
The largest buyer was University of Texas/Texas AM Investment Management Co (UTIMCO), adding an estimated $48.1M. The largest seller was JP Morgan Chase, cutting an estimated $105M.
- 35 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q3 2022, down from 40 in Q2 2022.
- Funds reported $831M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q3 2022, down 16% quarter-over-quarter.
- 1 fund opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q3 2022 and 6 closed out, a net change of -5 holders.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q3 2022 was University of Texas/Texas AM Investment Management Co (UTIMCO), an estimated $48.1M added.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q3 2022 was JP Morgan Chase, an estimated $105M sold.
Based on aggregated 13F filings for Q3 2022.