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JPMorgan BetaBuilders MSCI US REIT ETF

24 hedge funds and large institutions have $888M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

21% more capital invested

Capital invested by funds: $735M → $888M (+$154M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

4% more funds holding

Funds holding: 2324 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.4% less ownership

Funds ownership: 90.62%89.22% (-1.4%)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
11
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$746M +$71.2M +930,022 +11%
GEM
2
Global Endowment Management
North Carolina
$38.4M -$4.82M -63,000 -11%
APCM
3
Alaska Permanent Capital Management
Alaska
$38.2M -$249K -3,246 -0.7%
HighTower Advisors
4
HighTower Advisors
Illinois
$15.7M +$3.64M +47,515 +32%
AWA
5
Alaska Wealth Advisors
Alaska
$12.9M +$439K +5,730 +4%
AssetMark Inc
6
AssetMark Inc
California
$12.2M +$5.04M +65,842 +75%
Bank of America
7
Bank of America
North Carolina
$11.3M +$5.28M +69,008 +94%
Morgan Stanley
8
Morgan Stanley
New York
$6.32M +$1.5M +19,538 +32%
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$1.69M +$697K +9,103 +75%
CW
10
CreativeOne Wealth
Kansas
$1.62M +$569K +7,432 +57%
Goldman Sachs
11
Goldman Sachs
New York
$920K -$5.55M -72,423 -86%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$702K -$914K -11,942 -57%
IWC
13
Integrated Wealth Concepts
Massachusetts
$636K +$616K +8,041 New
RT
14
Rockland Trust
Massachusetts
$596K -$356K -4,654 -38%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$539K +$522K +6,816 New
GM
16
GeoWealth Management
Illinois
$491K +$232K +3,033 +96%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$396K +$100K +1,306 +35%
Osaic Holdings
18
Osaic Holdings
Arizona
$311K +$148K +1,937 +98%
Wells Fargo
19
Wells Fargo
California
$50K
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$10K
TRCT
21
Tower Research Capital (TRC)
New York
$9K +$8.42K +110 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$2K +$1.61K +21 New
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$995 +13 New
Citadel Advisors
24
Citadel Advisors
Florida
-$728K -10,123 Closed
Jane Street
25
Jane Street
New York
-$322K -4,474 Closed

BBRE Hedge Fund Activity: Q4 2020 in Review

24 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q4 2020, worth a combined $888M — up 21% from $735M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BBRE positions and 5 closed out — a net gain of 1 holder — while 11 added to existing stakes and 5 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $71.2M. The largest seller was Goldman Sachs, cutting an estimated $5.55M.

  • 24 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q4 2020, up from 23 in Q3 2020.
  • Funds reported $888M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 6 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q4 2020 and 5 closed out, a net change of +1 holder.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $71.2M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q4 2020 was Goldman Sachs, an estimated $5.55M sold.

Based on aggregated 13F filings for Q4 2020.