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JPMorgan BetaBuilders MSCI US REIT ETF

56 hedge funds and large institutions have $896M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

0.48% more ownership

Funds ownership: 93.93%94.41% (+0.48%)

0% more capital invested

Capital invested by funds: $892M → $896M (+$3.53M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 5756 (-1)

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
20
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBNB
26
Baker Boyer National Bank
Washington
$280K +$285K +3,026 New
Financial Engines Advisors
27
Financial Engines Advisors
California
$241K +$246K +2,608 New
FFA
28
Farther Finance Advisors
California
$237K +$197K +2,096 +451%
UBS Group
29
UBS Group
Switzerland
$231K -$2.49M -26,472 -91%
IAN
30
Integrated Advisors Network
Texas
$220K -$471 -5 -0.2%
SIA
31
SkyView Investment Advisors
New Jersey
$219K
Raymond James Financial
32
Raymond James Financial
Florida
$216K +$220K +2,332 New
Osaic Holdings
33
Osaic Holdings
Arizona
$109K -$91.2K -969 -45%
KFP
34
Kerr Financial Planning
California
$89.4K -$28.2K -300 -24%
Comerica Bank
35
Comerica Bank
Texas
$71K +$36.3K +385 +101%
VCM
36
Versant Capital Management
Arizona
$57.5K -$29.3K -311 -33%
ACA
37
Aptus Capital Advisors
Alabama
$55.9K +$13.6K +144 +31%
AWM
38
Angeles Wealth Management
California
$40.7K -$61.2K -650 -60%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$36K +$94 +1 +0.3%
CT
40
Colonial Trust
South Carolina
$26.4K
HI
41
Harbour Investments
Wisconsin
$20K
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$18.5K +$18.8K +200 New
RFP
43
Root Financial Partners
California
$17.4K +$188 +2 +1%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$17.1K -$9.98K -106 -37%
SIS
45
Sound Income Strategies
Florida
$15.2K -$2.35K -25 -14%
NA
46
NewEdge Advisors
Louisiana
$13.9K
PTC
47
Private Trust Company
Ohio
$13K
SPIA
48
Steward Partners Investment Advisory
New York
$11K
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$6.76K
SAM
50
Smartleaf Asset Management
Massachusetts
$5.78K