JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
7 hedge funds and large institutions have $117M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
75% more funds holding
Funds holding: 4 → 7 (+3)
19% more capital invested
Capital invested by funds: $98.8M → $117M (+$18.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
84.11% less ownership
Funds ownership: 187.12% → 103.01% (-84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$18.5M |
| 2 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
+$8.94M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.68M |
| 4 |
LC
Lourd Capital
Beverly Hills,
California
|
+$1.63M |
| 5 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
-$4.93M |
| 2 |
Jane Street
New York
|
-$389K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $64.3M | +$18.5M | +242,309 | +37% |
|
|
APCM
2
Alaska Permanent Capital Management
Anchorage,
Alaska
| $38.6M | -$4.93M | -64,570 | -11% |
|
|
AWA
3
Alaska Wealth Advisors
Anchorage,
Alaska
| $8.42M | +$8.94M | +116,974 | New |
|
|
RJA
4
Raymond James & Associates
St Petersburg,
Florida
| $1.62M | +$535K | +6,999 | +45% |
|
|
5
Citadel Advisors
Miami,
Florida
| $1.58M | +$1.68M | +21,937 | New |
|
|
LC
6
Lourd Capital
Beverly Hills,
California
| $1.54M | +$1.63M | +21,358 | New |
|
|
CCA
7
Cobblestone Capital Advisors
Rochester,
New York
| $1.09M | +$1.16M | +15,150 | New |
|
|
8
Jane Street
New York
| – | -$389K | -5,040 | Closed |
|
BBRE Hedge Fund Activity: Q4 2018 in Review
7 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q4 2018, worth a combined $117M — up 19% from $98.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BBRE positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $18.5M. The largest seller was Alaska Permanent Capital Management, cutting an estimated $4.93M.
- 7 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q4 2018, up from 4 in Q3 2018.
- Funds reported $117M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q4 2018, up 19% quarter-over-quarter.
- 4 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q4 2018 and 1 closed out, a net change of +3 holders.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $18.5M added.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q4 2018 was Alaska Permanent Capital Management, an estimated $4.93M sold.
Based on aggregated 13F filings for Q4 2018.