BBRE icon

JPMorgan BetaBuilders MSCI US REIT ETF

23 hedge funds and large institutions have $735M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 16 closing their positions.

Holders
23
Holders Change
-9
Holders Change %
-28.13%
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
9
Reduced
5
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$610M 8,488,816 -801,085 -9%
GEM
2
Global Endowment Management
North Carolina
$39.4M 548,055 +72,400 +15%
APCM
3
Alaska Permanent Capital Management
Alaska
$34.9M 485,276 -23,516 -5%
AWA
4
Alaska Wealth Advisors
Alaska
$11.3M 157,341 +8,833 +6%
HighTower Advisors
5
HighTower Advisors
Illinois
$10.8M 150,615 +24,731 +20%
AssetMark Inc
6
AssetMark Inc
California
$6.34M 88,057 +88,054 +2,935,133%
Goldman Sachs
7
Goldman Sachs
New York
$6.05M 84,043 +75,031 +833%
Bank of America
8
Bank of America
North Carolina
$5.27M 73,293 +36,226 +98%
Morgan Stanley
9
Morgan Stanley
New York
$4.34M 60,296 -3,512 -6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.5M 20,809 +13,683 +192%
CW
11
CreativeOne Wealth
Kansas
$935K 12,985 +12,985 New
RT
12
Rockland Trust
Massachusetts
$877K 12,184 -3,656 -23%
MPWT
13
MassMutual Private Wealth & Trust
Connecticut
$877K 12,187 +12,169 +67,606%
Citadel Advisors
14
Citadel Advisors
Florida
$728K 10,123 +10,123 New
Jane Street
15
Jane Street
New York
$322K 4,474 -7,272 -62%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$266K 3,694 +3,694 New
CCA
17
Cobblestone Capital Advisors
New York
$230K 3,195
GM
18
GeoWealth Management
Illinois
$229K 3,171 +3,171 New
Osaic Holdings
19
Osaic Holdings
Arizona
$143K 1,981 +1,367 +223%
Wells Fargo
20
Wells Fargo
California
$46K 633 +633 New
FFA
21
Founders Financial Alliance
North Carolina
$25K 354 +354 New
BFEC
22
Benjamin F. Edwards & Company
Missouri
$20K 277
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$9K 137 +137 New
RIG
24
RiverFront Investment Group
Virginia
-293,335 Closed
RJA
25
Raymond James & Associates
Florida
-141,790 Closed