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JPMorgan BetaBuilders MSCI US REIT ETF
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Overview Fund Activity

43 hedge funds and large institutions have $784M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
+8
Holders Change %
+22.86%
% 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
0.04%
New
11
Increased
15
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.2M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$42.8M
3
FWM
3
Fortress Wealth Management
California
$2.93M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.86M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$321M
2
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$219M
3
Bank of America
3
Bank of America
North Carolina
$18.1M
4
GEM
4
Global Endowment Management
North Carolina
$56.1M
5
IWP
5
IAG Wealth Partners
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$198K +$153K +1,707 +337%
VCM
27
Versant Capital Management
Arizona
$163K -$62.3K -697 -28%
AWM
28
Angeles Wealth Management
California
$123K +$123K +1,379 New
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$81.9K -$89.2K -998 -52%
Osaic Holdings
30
Osaic Holdings
Arizona
$55.2K +$8.41K +94 +18%
AssetMark Inc
31
AssetMark Inc
California
$31.8K +$31.6K +354 +17,700%
CT
32
Colonial Trust
South Carolina
$25.6K +$25.6K +283 New
SIS
33
Sound Income Strategies
Florida
$20.1K -$5K -56 -20%
FFA
34
Founders Financial Alliance
North Carolina
$13K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$10.6K – – –
SSB
36
Sandy Spring Bank
Maryland
$4.47K – – –
IRC
37
Investors Research Corp
Georgia
$3.93K +$625 +7 +19%
Comerica Bank
38
Comerica Bank
Texas
$3.02K +$977 +11 +48%
GRP
39
Global Retirement Partners
California
$2.21K +$2.21K +25 New
LFA
40
LGT Financial Advisors
Texas
$2.15K +$2.15K +24 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$1.34K +$1.25K +14 +1,400%
FFA
42
Farther Finance Advisors
California
$625 +$625 +7 New
LFG
43
Larson Financial Group
Missouri
$89 – – –
IWP
44
IAG Wealth Partners
Wisconsin
– -$1.04M -13,363 Closed
Jane Street
45
Jane Street
New York
– -$294K -3,785 Closed
UBS Group
46
UBS Group
Switzerland
– -$25.4K -327 Closed
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