JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
54 hedge funds and large institutions have $850M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
23% more funds holding
Funds holding: 44 → 54 (+10)
1% more capital invested
Capital invested by funds: $838M → $850M (+$11M)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
0.87% less ownership
Funds ownership: 94.1% → 93.23% (-0.87%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$28M |
| 2 |
JP Morgan Chase
New York
|
+$12.9M |
| 3 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
+$11.3M |
| 4 |
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
+$11M |
| 5 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
+$5.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$4M |
| 2 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$1.97M |
| 3 |
Goldman Sachs
New York
|
-$1.48M |
| 4 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
-$957K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$839K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
51
AmeriFlex Group
Las Vegas,
Nevada
| $3.21K | +$3.35K | +34 | New |
|
|
SS
52
SBI Securities
Tokyo,
Japan
| $2.15K | +$2.27K | +23 | New |
|
53
Wells Fargo
San Francisco,
California
| $1.78K | -$21.7K | -220 | -92% |
|
|
HI
54
Human Investing
Lake Oswego,
Oregon
| $1.12K | +$1.18K | +12 | New |
|
|
55
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$4M | -39,637 | Closed |
|
56
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$493K | -4,885 | Closed |
|
|
HIP
57
HUB Investment Partners
Austin,
Texas
| – | -$281K | -2,789 | Closed |
|
|
LFG
58
Larson Financial Group
St Louis,
Missouri
| – | -$103 | -1 | Closed |
|
BBRE Hedge Fund Activity: Q4 2024 in Review
54 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q4 2024, worth a combined $850M — up 1.3% from $838M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BBRE positions and 4 closed out — a net gain of 10 holders — while 16 added to existing stakes and 16 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $28M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $4M sold.
- 54 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q4 2024, up from 44 in Q3 2024.
- Funds reported $850M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q4 2024, up 1.3% quarter-over-quarter.
- 14 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q4 2024 and 4 closed out, a net change of +10 holders.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q4 2024 was Gradient Investments, an estimated $28M added.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $4M sold.
Based on aggregated 13F filings for Q4 2024.