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JPMorgan BetaBuilders MSCI US REIT ETF
BBRE

53 hedge funds and large institutions have $825M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

3% less capital invested

Capital invested by funds: $850M → $825M (-$25M)

2% less funds holding

Funds holding: 54 → 53 (-1)

1.87% less ownership

Funds ownership: 93.23% → 91.36% (-1.9%)

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: 4 → 3 (-1)

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% 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
20
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
+$9.42M
2
APCM
Alaska Permanent Capital Management
Alaska
+$3.64M
3
Bank of America
Bank of America
North Carolina
+$3.43M
4
Goldman Sachs
Goldman Sachs
New York
+$1.45M
5
AWA
Alaska Wealth Advisors
Alaska
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$26.6M
2
Morgan Stanley
Morgan Stanley
New York
-$7.26M
3
GEM
Global Endowment Management
North Carolina
-$5.97M
4
JP Morgan Chase
JP Morgan Chase
New York
-$3.61M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$203K -$2.18K -23 -1%
Osaic Holdings
27
Osaic Holdings
Arizona
$138K +$25.5K +269 +22%
VCM
28
Versant Capital Management
Arizona
$108K – – –
AWM
29
Angeles Wealth Management
California
$102K -$106K -1,124 -51%
Comerica Bank
30
Comerica Bank
Texas
$96.2K +$14.8K +156 +18%
FFA
31
Farther Finance Advisors
California
$53.3K +$32.1K +339 +149%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$42K +$22.6K +239 +113%
ACA
33
Aptus Capital Advisors
Alabama
$37.9K +$17.7K +187 +87%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$28.8K -$10.4K -110 -26%
CT
35
Colonial Trust
South Carolina
$26.4K – – –
HI
36
Harbour Investments
Wisconsin
$20.3K +$11.1K +117 +118%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$19.6K +$9.47K +100 +92%
SIS
38
Sound Income Strategies
Florida
$17.8K – – –
NA
39
NewEdge Advisors
Louisiana
$14.1K – – –
FFA
40
Founders Financial Alliance
North Carolina
$13.7K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$11.2K – – –
LFA
42
LGT Financial Advisors
Texas
$10.4K +$757 +8 +8%
SAM
43
Smartleaf Asset Management
Massachusetts
$5.78K – – –
MTIC
44
Missouri Trust & Investment Company
Missouri
$5.74K +$5.78K +61 New
IRC
45
Investors Research Corp
Georgia
$4.61K – – –
AG
46
AmeriFlex Group
Nevada
$3.2K – – –
IWP
47
IAG Wealth Partners
Wisconsin
$3.01K +$3.03K +32 New
AF
48
Allworth Financial
California
$2.37K +$2.46K +26 New
SS
49
SBI Securities
Japan
$2.16K – – –
Wells Fargo
50
Wells Fargo
California
$1.79K – – –
1
2
3

BBRE Hedge Fund Activity: Q1 2025 in Review

53 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q1 2025, worth a combined $825M — down 2.9% from $850M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BBRE and 6 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 20 added.

The largest buyer was University of Texas/Texas AM Investment Management Co (UTIMCO), adding an estimated $9.42M. The largest seller was Gradient Investments, cutting an estimated $26.6M.

  • 53 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q1 2025, down from 54 in Q4 2024.
  • Funds reported $825M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q1 2025, down 2.9% quarter-over-quarter.
  • 6 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q1 2025 and 7 closed out, a net change of -1 holder.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q1 2025 was University of Texas/Texas AM Investment Management Co (UTIMCO), an estimated $9.42M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q1 2025 was Gradient Investments, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2025.