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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
+$40.6M |
| 2 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
+$9.97M |
| 3 |
LC
Lourd Capital
Beverly Hills,
California
|
+$2.76M |
| 4 |
Jane Street
New York
|
+$2.71M |
| 5 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.58M |
| 2 |
JP Morgan Chase
New York
|
-$1.38M |
| 3 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
-$1.3M |
BBRE Hedge Fund Activity: Q1 2019 in Review
14 of the 4,633 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.