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JPMorgan BetaBuilders MSCI US REIT ETF
BBRE

56 hedge funds and large institutions have $839M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

6% more funds holding

Funds holding: 53 → 56 (+3)

2.58% more ownership

Funds ownership: 91.36% → 93.95% (+2.6%)

2% more capital invested

Capital invested by funds: $825M → $839M (+$14.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.74%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
15
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$29.7M
2
HighTower Advisors
HighTower Advisors
Illinois
+$10.6M
3
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
+$9.66M
4
UBS Group
UBS Group
Switzerland
+$3.04M
5
Bank of America
Bank of America
North Carolina
+$2.5M

Top Sellers

Rank Fund Capital Flow
1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$17.9M
2
GEM
Global Endowment Management
North Carolina
-$6.79M
3
Morgan Stanley
Morgan Stanley
New York
-$2.51M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.22M
5
TRCT
Tower Research Capital (TRC)
New York
-$301K
Name Holding Trade Value Shares
Change 		Change in
Stake
5W
26
5T Wealth
California
$222K +$220K +2,406 New
SA
27
Sanctuary Advisors
Indiana
$218K +$16.5K +180 +8%
IAN
28
Integrated Advisors Network
Texas
$217K – – –
Mariner
29
Mariner
Kansas
$201K +$2.2K +24 +1%
AWM
30
Angeles Wealth Management
California
$100K – – –
Raymond James Financial
31
Raymond James Financial
Florida
$93.5K +$92.9K +1,015 New
VCM
32
Versant Capital Management
Arizona
$85.8K -$20.2K -221 -19%
FFA
33
Farther Finance Advisors
California
$52K -$183 -2 -0.4%
ACA
34
Aptus Capital Advisors
Alabama
$42.3K +$5.13K +56 +14%
Comerica Bank
35
Comerica Bank
Texas
$37.4K -$56.6K -618 -60%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$36K -$5.22K -57 -13%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$26.4K -$1.74K -19 -6%
CT
38
Colonial Trust
South Carolina
$25.9K – – –
HI
39
Harbour Investments
Wisconsin
$19.9K – – –
CAL
40
Capital Analysts LLC
Pennsylvania
$19K +$19.2K +210 New
TRCT
41
Tower Research Capital (TRC)
New York
$18.4K -$301K -3,293 -94%
SIS
42
Sound Income Strategies
Florida
$16.8K -$641 -7 -4%
NA
43
NewEdge Advisors
Louisiana
$13.8K – – –
PTC
44
Private Trust Company
Ohio
$12.9K +$12.8K +140 New
SPIA
45
Steward Partners Investment Advisory
New York
$11K – – –
LFA
46
LGT Financial Advisors
Texas
$10.6K +$366 +4 +4%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$10K -$9.15K -100 -48%
SAM
48
Smartleaf Asset Management
Massachusetts
$5.68K – – –
IRC
49
Investors Research Corp
Georgia
$4.51K – – –
SS
50
SBI Securities
Japan
$3.96K +$1.83K +20 +87%
1
2
3

BBRE Hedge Fund Activity: Q2 2025 in Review

56 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q2 2025, worth a combined $839M — up 1.8% from $825M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BBRE positions and 8 closed out — a net gain of 3 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $29.7M. The largest seller was State of Tennessee, Department of Treasury, exiting entirely with an estimated $17.9M sold.

  • 56 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q2 2025, up from 53 in Q1 2025.
  • Funds reported $839M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q2 2025, up 1.8% quarter-over-quarter.
  • 11 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q2 2025 and 8 closed out, a net change of +3 holders.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $29.7M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q2 2025 was State of Tennessee, Department of Treasury, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2025.