JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
16 hedge funds and large institutions have $1.07B invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 6 closing their positions.
102% more capital invested
Capital invested by funds: $531M → $1.07B (+$542M)
6.07% more ownership
Funds ownership: 82.96% → 89.03% (+6.1%)
11% less funds holding
Funds holding: 18 → 16 (-2)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$462M |
| 2 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
+$121M |
| 3 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
+$2.54M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.46M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$25M |
| 2 |
AssetMark Inc
Concord,
California
|
-$5.31M |
| 3 |
Goldman Sachs
New York
|
-$1.41M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.06M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$984K |
BBRE Hedge Fund Activity: Q4 2019 in Review
16 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q4 2019, worth a combined $1.07B — up 102% from $531M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of BBRE and 5 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 4 added.
The largest buyer was JP Morgan Chase, adding an estimated $462M. The largest seller was Alaska Wealth Advisors, cutting an estimated $25M.
- 16 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q4 2019, down from 18 in Q3 2019.
- Funds reported $1.07B of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q4 2019, up 102% quarter-over-quarter.
- 5 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q4 2019 and 6 closed out, a net change of -1 holder.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q4 2019 was JP Morgan Chase, an estimated $462M added.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q4 2019 was Alaska Wealth Advisors, an estimated $25M sold.
Based on aggregated 13F filings for Q4 2019.