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JPMorgan BetaBuilders MSCI US REIT ETF
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Overview Fund Activity

52 hedge funds and large institutions have $824M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
6
Increased
19
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
+$9.35M
2
APCM
Alaska Permanent Capital Management
Alaska
+$3.61M
3
Bank of America
Bank of America
North Carolina
+$3.4M
4
Goldman Sachs
Goldman Sachs
New York
+$1.44M
5
AWA
Alaska Wealth Advisors
Alaska
+$1.11M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$26.5M
2
Morgan Stanley
Morgan Stanley
New York
-$7.21M
3
GEM
Global Endowment Management
North Carolina
-$5.93M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.58M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$138K +$25.3K +269 +22%
VCM
27
Versant Capital Management
Arizona
$108K – – –
AWM
28
Angeles Wealth Management
California
$102K -$106K -1,124 -51%
Comerica Bank
29
Comerica Bank
Texas
$96.2K +$14.7K +156 +18%
FFA
30
Farther Finance Advisors
California
$53.3K +$31.9K +339 +149%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$42K +$22.3K +239 +113%
ACA
32
Aptus Capital Advisors
Alabama
$37.9K +$17.6K +187 +87%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$28.8K -$10.4K -110 -26%
CT
34
Colonial Trust
South Carolina
$26.4K – – –
HI
35
Harbour Investments
Wisconsin
$20.3K +$11K +117 +118%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$19.6K +$9.4K +100 +92%
SIS
37
Sound Income Strategies
Florida
$17.8K – – –
NA
38
NewEdge Advisors
Louisiana
$14.1K – – –
FFA
39
Founders Financial Alliance
North Carolina
$13.7K – – –
SPIA
40
Steward Partners Investment Advisory
New York
$11.2K – – –
LFA
41
LGT Financial Advisors
Texas
$10.4K +$749 +8 +8%
SAM
42
Smartleaf Asset Management
Massachusetts
$5.78K – – –
MTIC
43
Missouri Trust & Investment Company
Missouri
$5.74K +$5.74K +61 New
IRC
44
Investors Research Corp
Georgia
$4.61K – – –
AG
45
AmeriFlex Group
Nevada
$3.2K – – –
IWP
46
IAG Wealth Partners
Wisconsin
$3.01K +$3.01K +32 New
AF
47
Allworth Financial
California
$2.37K +$2.37K +26 New
SS
48
SBI Securities
Japan
$2.16K – – –
Wells Fargo
49
Wells Fargo
California
$1.79K – – –
MFS
50
Mattson Financial Services
Michigan
$1.13K +$1.13K +12 New
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2
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