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JPMorgan BetaBuilders MSCI US REIT ETF
BBRE

Overview Fund Activity

39 hedge funds and large institutions have $813M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
7
Increased
15
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GEM
1
Global Endowment Management
North Carolina
$46.6M
2
Bank of America
2
Bank of America
North Carolina
$7.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.64M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$24.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.53M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$32.6M
3
UOTTAIMCU
3
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$207M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$432M
5
IAN
5
Integrated Advisors Network
Texas
$357K
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$90.5K 1,109 +1,067 +2,540%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$57.7K 707 +707 New
UBS Group
28
UBS Group
Switzerland
$43.7K 535 +442 +475%
Osaic Holdings
29
Osaic Holdings
Arizona
$41K 502 +5 +1%
USCWA
30
U.S. Capital Wealth Advisors
Texas
$32.6K 400 +400 New
SIS
31
Sound Income Strategies
Florida
$32.5K 398 -81 -17%
FFA
32
Founders Financial Alliance
North Carolina
$11.9K 146 – –
SPIA
33
Steward Partners Investment Advisory
New York
$9.71K 119 – –
Fidelity Investments
34
Fidelity Investments
Massachusetts
$8.37K 103 +96 +1,371%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$5K 73 – –
IRC
36
Investors Research Corp
Georgia
$2.29K 28 – –
IA
37
IFP Advisors
Florida
$2K 21 -53 -72%
LFG
38
Larson Financial Group
Missouri
$82 1 – –
MCC
39
Money Concepts Capital
Florida
$82 1 +1 New
Victory Capital Management
40
Victory Capital Management
Texas
– – -299,292 Closed
EWA
41
EverSource Wealth Advisors
Alabama
– – -81 Closed
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
– – -34 Closed
CFGS
43
Concourse Financial Group Securities
Alabama
– – – –
1
2