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JPMorgan BetaBuilders MSCI US REIT ETF
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Overview Fund Activity

54 hedge funds and large institutions have $850M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+10
Holders Change %
+22.73%
% of All Funds
0.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
16
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$26.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$354M
3
APCM
3
Alaska Permanent Capital Management
Alaska
$41M
4
UOTTAIMCU
4
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$223M
5
AWA
5
Alaska Wealth Advisors
Alaska
$20.6M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$0
2
GEM
2
Global Endowment Management
North Carolina
$49.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.27M
4
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$17.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$483K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$221K -$4.68K -50 -2%
IAN
27
Integrated Advisors Network
Texas
$221K – – –
AWM
28
Angeles Wealth Management
California
$207K -$23.9K -255 -10%
RT
29
Rockland Trust
Massachusetts
$206K – – –
Mariner
30
Mariner
Kansas
$204K -$416K -4,443 -67%
SA
31
Sanctuary Advisors
Indiana
$203K -$6.73K -71 -3%
Osaic Holdings
32
Osaic Holdings
Arizona
$112K -$26.6K -284 -19%
VCM
33
Versant Capital Management
Arizona
$108K – – –
Comerica Bank
34
Comerica Bank
Texas
$81.3K +$94 +1 +0.1%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$39K +$39K +416 New
CT
36
Colonial Trust
South Carolina
$26.3K – – –
FFA
37
Farther Finance Advisors
California
$21.3K +$19.9K +212 +1,413%
ACA
38
Aptus Capital Advisors
Alabama
$20.2K +$17.1K +183 +555%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$20K +$17K +179 +559%
SIS
40
Sound Income Strategies
Florida
$17.7K -$936 -10 -5%
NA
41
NewEdge Advisors
Louisiana
$14K – – –
FFA
42
Founders Financial Alliance
North Carolina
$13.7K – – –
SPIA
43
Steward Partners Investment Advisory
New York
$11.1K – – –
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$10.2K – – –
CAS
45
Coppell Advisory Solutions
Texas
$10K +$10K +108 New
LFA
46
LGT Financial Advisors
Texas
$9.66K +$94 +1 +1%
HI
47
Harbour Investments
Wisconsin
$9.27K +$9.27K +99 New
SAM
48
Smartleaf Asset Management
Massachusetts
$5.76K +$5.76K +62 New
LDB
49
Lee, Danner & Bass
Tennessee
$4.68K +$4.68K +50 New
IRC
50
Investors Research Corp
Georgia
$4.59K +$281 +3 +7%
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2
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