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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
+$9.42M |
| 2 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
+$3.64M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.43M |
| 4 |
Goldman Sachs
New York
|
+$1.45M |
| 5 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$26.6M |
| 2 |
Morgan Stanley
New York
|
-$7.26M |
| 3 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$5.97M |
| 4 |
JP Morgan Chase
New York
|
-$3.61M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$2.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
51
Mattson Financial Services
Kentwood,
Michigan
| $1.13K | +$1.14K | +12 | New |
|
52
AssetMark Inc
Concord,
California
| $658 | +$663 | +7 | New |
|
|
CPG
53
Cornerstone Planning Group
Fairfield,
New Jersey
| $361 | +$379 | +4 | New |
|
|
BFA
54
Brown Financial Advisors
Milford,
Ohio
| – | -$1.77M | -18,888 | Closed |
|
|
PW
55
Paladin Wealth
Arden Hills,
Minnesota
| – | -$734K | -7,841 | Closed |
|
56
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$483K | -5,157 | Closed |
|
|
RT
57
Rockland Trust
Hanover,
Massachusetts
| – | -$206K | -2,198 | Closed |
|
|
CAS
58
Coppell Advisory Solutions
Coppell,
Texas
| – | -$10K | -108 | Closed |
|
|
LDB
59
Lee, Danner & Bass
Nashville,
Tennessee
| – | -$4.68K | -50 | Closed |
|
|
HI
60
Human Investing
Lake Oswego,
Oregon
| – | -$1.12K | -12 | Closed |
|
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.