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JPMorgan BetaBuilders MSCI US REIT ETF
BBRE

41 hedge funds and large institutions have $776M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

2.92% more ownership

Funds ownership: 91.89% → 94.81% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less capital invested

Capital invested by funds: $784M → $776M (-$8.12M)

5% less funds holding

Funds holding: 43 → 41 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
16
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
+$5.09M
2
JP Morgan Chase
JP Morgan Chase
New York
+$4.25M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.09M
4
GEM
Global Endowment Management
North Carolina
+$3.3M
5
Bank of America
Bank of America
North Carolina
+$3M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$16.1M
2
APCM
Alaska Permanent Capital Management
Alaska
-$2.16M
3
Goldman Sachs
Goldman Sachs
New York
-$1.16M
4
HighTower Advisors
HighTower Advisors
Illinois
-$951K
5
FTUS
Flow Traders U.S.
New York
-$895K
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
26
Versant Capital Management
Arizona
$154K -$7.32K -84 -5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$150K -$44.9K -515 -23%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$80.3K -$872 -10 -1%
Comerica Bank
29
Comerica Bank
Texas
$57.9K +$54K +620 +1,824%
CT
30
Colonial Trust
South Carolina
$24.8K – – –
SIS
31
Sound Income Strategies
Florida
$17.6K -$2.27K -26 -12%
NA
32
NewEdge Advisors
Louisiana
$13.3K +$13.1K +150 New
FFA
33
Founders Financial Alliance
North Carolina
$12.9K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$10.5K – – –
Wells Fargo
35
Wells Fargo
California
$9.47K +$9.33K +107 New
ACA
36
Aptus Capital Advisors
Alabama
$4.51K +$4.45K +51 New
IRC
37
Investors Research Corp
Georgia
$3.89K – – –
GRP
38
Global Retirement Partners
California
$2.23K – – –
LFA
39
LGT Financial Advisors
Texas
$2.13K – – –
FFA
40
Farther Finance Advisors
California
$609 – – –
LFG
41
Larson Financial Group
Missouri
$89 – – –
FTUS
42
Flow Traders U.S.
New York
– -$895K -10,022 Closed
HFW
43
Horizon Family Wealth
Illinois
– -$313K -3,500 Closed
GS
44
GTS Securities
New York
– -$229K -2,566 Closed
RT
45
Rockland Trust
Massachusetts
– -$218K -2,438 Closed
EWM
46
Endowment Wealth Management
Wisconsin
– -$214K -2,394 Closed
AssetMark Inc
47
AssetMark Inc
California
– -$31.8K -356 Closed
SSB
48
Sandy Spring Bank
Maryland
– -$4.47K -50 Closed
Fidelity Investments
49
Fidelity Investments
Massachusetts
– -$1.34K -15 Closed
1
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BBRE Hedge Fund Activity: Q1 2024 in Review

41 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q1 2024, worth a combined $776M — down 1% from $784M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BBRE and 6 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 16 added.

The largest buyer was University of Texas/Texas AM Investment Management Co (UTIMCO), adding an estimated $5.09M. The largest seller was Morgan Stanley, cutting an estimated $16.1M.

  • 41 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q1 2024, down from 43 in Q4 2023.
  • Funds reported $776M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q1 2024, down 1% quarter-over-quarter.
  • 6 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q1 2024 and 8 closed out, a net change of -2 holders.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q1 2024 was University of Texas/Texas AM Investment Management Co (UTIMCO), an estimated $5.09M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q1 2024 was Morgan Stanley, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2024.