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JPMorgan BetaBuilders MSCI US REIT ETF

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
52
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$9.35M
2 +$3.61M
3 +$3.4M
4
Goldman Sachs
Goldman Sachs
New York
+$1.44M
5
AWA
Alaska Wealth Advisors
Alaska
+$1.11M

Top Sellers

1 -$26.5M
2 -$7.21M
3 -$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
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$138K
VCM
27
Versant Capital Management
Arizona
$108K
AWM
28
Angeles Wealth Management
California
$102K
Comerica Bank
29
Comerica Bank
Texas
$96.2K
FFA
30
Farther Finance Advisors
California
$53.3K
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$42K
ACA
32
Aptus Capital Advisors
Alabama
$37.9K
Fidelity Investments
33
Fidelity Investments
Massachusetts
$28.8K
CT
34
Colonial Trust
South Carolina
$26.4K
HI
35
Harbour Investments
Wisconsin
$20.3K
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$19.6K
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
SAM
42
Smartleaf Asset Management
Massachusetts
$5.78K
MTIC
43
Missouri Trust & Investment Company
Missouri
$5.74K
IRC
44
Investors Research Corp
Georgia
$4.61K
AG
45
AmeriFlex Group
Nevada
$3.2K
IWP
46
IAG Wealth Partners
Wisconsin
$3.01K
AF
47
Allworth Financial
California
$2.37K
SS
48
SBI Securities
Japan
$2.16K
Wells Fargo
49
Wells Fargo
California
$1.79K
MFS
50
Mattson Financial Services
Michigan
$1.13K