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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
Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.43%
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
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$746M +$73.6M +930,022 +11%
GEM
2
Global Endowment Management
North Carolina
$38.4M -$4.99M -63,000 -11%
APCM
3
Alaska Permanent Capital Management
Alaska
$38.2M -$257K -3,246 -0.7%
HighTower Advisors
4
HighTower Advisors
Illinois
$15.7M +$3.76M +47,515 +32%
AWA
5
Alaska Wealth Advisors
Alaska
$12.9M +$454K +5,730 +4%
AssetMark Inc
6
AssetMark Inc
California
$12.2M +$5.21M +65,842 +75%
Bank of America
7
Bank of America
North Carolina
$11.3M +$5.46M +69,008 +94%
Morgan Stanley
8
Morgan Stanley
New York
$6.32M +$1.55M +19,538 +32%
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$1.69M +$720K +9,103 +75%
CW
10
CreativeOne Wealth
Kansas
$1.62M +$588K +7,432 +57%
Goldman Sachs
11
Goldman Sachs
New York
$920K -$5.73M -72,423 -86%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$702K -$945K -11,942 -57%
IWC
13
Integrated Wealth Concepts
Massachusetts
$636K +$636K +8,041 New
RT
14
Rockland Trust
Massachusetts
$596K -$368K -4,654 -38%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$539K +$539K +6,816 New
GM
16
GeoWealth Management
Illinois
$491K +$240K +3,033 +96%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$396K +$103K +1,306 +35%
Osaic Holdings
18
Osaic Holdings
Arizona
$311K +$154K +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 +$9K +110 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$2K +$2K +21 New
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1K +13 New
Citadel Advisors
24
Citadel Advisors
Florida
-$728K -10,123 Closed
Jane Street
25
Jane Street
New York
-$322K -4,474 Closed