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JPMorgan BetaBuilders MSCI US REIT ETF
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Overview Fund Activity

42 hedge funds and large institutions have $778M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
5
Increased
13
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$337M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.37M
3
Bank of America
3
Bank of America
North Carolina
$22.3M
4
FTUS
4
Flow Traders U.S.
New York
$625K
5
TRCT
5
Tower Research Capital (TRC)
New York
$637K

Top Sellers

1
APCM
1
Alaska Permanent Capital Management
Alaska
$28.2M
2
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$215M
3
LPL Financial
3
LPL Financial
California
$421K
4
Morgan Stanley
4
Morgan Stanley
New York
$18.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$247K
Name Market Value Shares Shares
Change 		Shares
Change %
IAN
26
Integrated Advisors Network
Texas
$207K 2,360 – –
AWM
27
Angeles Wealth Management
California
$121K 1,379 -919 -40%
Osaic Holdings
28
Osaic Holdings
Arizona
$119K 1,360 -421 -24%
VCM
29
Versant Capital Management
Arizona
$101K 1,153 -586 -34%
Comerica Bank
30
Comerica Bank
Texas
$75.3K 858 +204 +31%
CT
31
Colonial Trust
South Carolina
$24.5K 283 – –
Wells Fargo
32
Wells Fargo
California
$21K 239 +132 +123%
SIS
33
Sound Income Strategies
Florida
$17.4K 199 – –
NA
34
NewEdge Advisors
Louisiana
$13.2K 150 – –
FFA
35
Founders Financial Alliance
North Carolina
$12.8K 146 – –
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$11.4K 130 -777 -86%
SPIA
37
Steward Partners Investment Advisory
New York
$10.4K 119 – –
IRC
38
Investors Research Corp
Georgia
$3.95K 45 +1 +2%
LFA
39
LGT Financial Advisors
Texas
$2.12K 24 – –
Fidelity Investments
40
Fidelity Investments
Massachusetts
$702 8 +8 New
FFA
41
Farther Finance Advisors
California
$608 7 – –
LFG
42
Larson Financial Group
Missouri
$89 1 – –
IWC
43
Integrated Wealth Concepts
Massachusetts
– – -6,407 Closed
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
– – -2,330 Closed
ACA
45
Aptus Capital Advisors
Alabama
– – -51 Closed
GRP
46
Global Retirement Partners
California
– – -25 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
1
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