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JPMorgan BetaBuilders MSCI US REIT ETF
BBRE

14 hedge funds and large institutions have $196M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

100% more funds holding

Funds holding: 7 → 14 (+7)

67% more capital invested

Capital invested by funds: $117M → $196M (+$78.8M)

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

30.98% more ownership

Funds ownership: 103.01% → 133.99% (+31%)

Holders
14
Holders Change
+7
Holders Change %
+100%
% of All Funds
0.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
8
Increased
3
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Alaska Wealth Advisors
Alaska
+$40.6M
2
GEM
Global Endowment Management
North Carolina
+$9.97M
3
LC
Lourd Capital
California
+$2.76M
4
Jane Street
Jane Street
New York
+$2.71M
5
FWM
Frontier Wealth Management
Missouri
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.58M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.38M
3
APCM
Alaska Permanent Capital Management
Alaska
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$73.2M -$1.38M -17,258 -2%
AWA
2
Alaska Wealth Advisors
Alaska
$52.3M +$40.6M +509,222 +435%
APCM
3
Alaska Permanent Capital Management
Alaska
$43.5M -$1.3M -16,328 -3%
GEM
4
Global Endowment Management
North Carolina
$10.4M +$9.97M +125,000 New
LC
5
Lourd Capital
California
$4.67M +$2.76M +34,577 +162%
Jane Street
6
Jane Street
New York
$2.84M +$2.71M +33,974 New
RJA
7
Raymond James & Associates
Florida
$2.46M +$544K +6,828 +30%
FWM
8
Frontier Wealth Management
Missouri
$2.05M +$1.95M +24,481 New
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$1.38M +$1.31M +16,463 New
CCA
10
Cobblestone Capital Advisors
New York
$1.27M – – –
CW
11
CreativeOne Wealth
Kansas
$1.22M +$1.16M +14,542 New
Goldman Sachs
12
Goldman Sachs
New York
$341K +$325K +4,075 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$292K +$279K +3,496 New
Morgan Stanley
14
Morgan Stanley
New York
$10K +$9.25K +116 New
Citadel Advisors
15
Citadel Advisors
Florida
– -$1.58M -21,937 Closed

BBRE Hedge Fund Activity: Q1 2019 in Review

14 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q1 2019, worth a combined $196M — up 67% from $117M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BBRE positions and 1 closed out — a net gain of 7 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Alaska Wealth Advisors, adding an estimated $40.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.58M sold.

  • 14 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q1 2019, up from 7 in Q4 2018.
  • Funds reported $196M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q1 2019, up 67% quarter-over-quarter.
  • 8 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q1 2019 and 1 closed out, a net change of +7 holders.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q1 2019 was Alaska Wealth Advisors, an estimated $40.6M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q1 2019 was Citadel Advisors, an estimated $1.58M sold.

Based on aggregated 13F filings for Q1 2019.