JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
18 hedge funds and large institutions have $531M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
40% more capital invested
Capital invested by funds: $379M → $531M (+$152M)
20% more funds holding
Funds holding: 15 → 18 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
28.85% less ownership
Funds ownership: 111.8% → 82.96% (-29%)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$116M |
| 2 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
+$12.6M |
| 3 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
+$7.41M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$6.64M |
| 5 |
Goldman Sachs
New York
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$10.3M |
| 2 |
AssetMark Inc
Concord,
California
|
-$4.38M |
| 3 |
Jane Street
New York
|
-$2.72M |
| 4 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
-$1.27M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$831K |
BBRE Hedge Fund Activity: Q3 2019 in Review
18 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q3 2019, worth a combined $531M — up 40% from $379M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BBRE positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 7 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $116M. The largest seller was Alaska Wealth Advisors, cutting an estimated $10.3M.
- 18 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q3 2019, up from 15 in Q2 2019.
- Funds reported $531M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q3 2019, up 40% quarter-over-quarter.
- 6 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q3 2019 and 2 closed out, a net change of +4 holders.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $116M added.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q3 2019 was Alaska Wealth Advisors, an estimated $10.3M sold.
Based on aggregated 13F filings for Q3 2019.