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JPMorgan BetaBuilders MSCI US REIT ETF
BBRE

Overview Fund Activity

44 hedge funds and large institutions have $838M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
13
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$8.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.5M
4
LPL Financial
4
LPL Financial
California
$1.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1,000K

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$368M
2
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$229M
3
GEM
3
Global Endowment Management
North Carolina
$55.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.89M
5
FWM
5
Fortress Wealth Management
California
$925K
Name Market Value Shares Shares
Change 		Shares
Change %
SA
26
Sanctuary Advisors
Indiana
$222K 2,214 -687 -24%
RT
27
Rockland Trust
Massachusetts
$222K 2,198 +2,198 New
SPC
28
Sigma Planning Corp
Michigan
$210K 2,078 +2,078 New
Osaic Holdings
29
Osaic Holdings
Arizona
$149K 1,480 +120 +9%
VCM
30
Versant Capital Management
Arizona
$116K 1,153 – –
Comerica Bank
31
Comerica Bank
Texas
$87.5K 867 +9 +1%
CT
32
Colonial Trust
South Carolina
$28.3K 283 – –
Wells Fargo
33
Wells Fargo
California
$24.1K 239 – –
SIS
34
Sound Income Strategies
Florida
$20.1K 199 – –
NA
35
NewEdge Advisors
Louisiana
$15.1K 150 – –
FFA
36
Founders Financial Alliance
North Carolina
$14.7K 146 – –
SPIA
37
Steward Partners Investment Advisory
New York
$12K 119 – –
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$11K 109 -21 -16%
LFA
39
LGT Financial Advisors
Texas
$10.4K 102 +78 +325%
IRC
40
Investors Research Corp
Georgia
$4.64K 46 +1 +2%
ACA
41
Aptus Capital Advisors
Alabama
$3.33K 33 +33 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$3K 32 -5,339 -99%
FFA
43
Farther Finance Advisors
California
$1.51K 15 +8 +114%
LFG
44
Larson Financial Group
Missouri
$103 1 – –
TRCT
45
Tower Research Capital (TRC)
New York
– – -7,257 Closed
FTUS
46
Flow Traders U.S.
New York
– – -7,124 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
– – -8 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
1
2