JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
18 hedge funds and large institutions have $733M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
13% more funds holding
Funds holding: 16 → 18 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5.47% less ownership
Funds ownership: 89.03% → 83.56% (-5.5%)
32% less capital invested
Capital invested by funds: $1.07B → $733M (-$340M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$29.8M |
| 2 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
+$9.93M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.01M |
| 4 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$3.2M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$107M |
| 2 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$6.57M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$568K |
| 4 |
Jane Street
New York
|
-$305K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$240K |
BBRE Hedge Fund Activity: Q1 2020 in Review
18 of the 4,548 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q1 2020, worth a combined $733M — down 32% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BBRE positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $29.8M. The largest seller was Global Endowment Management, cutting an estimated $107M.
- 18 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q1 2020, up from 16 in Q4 2019.
- Funds reported $733M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q1 2020, down 32% quarter-over-quarter.
- 4 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q1 2020 and 2 closed out, a net change of +2 holders.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $29.8M added.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q1 2020 was Global Endowment Management, an estimated $107M sold.
Based on aggregated 13F filings for Q1 2020.