JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
32 hedge funds and large institutions have $1.24B invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
40% more capital invested
Capital invested by funds: $888M → $1.24B (+$354M)
33% more funds holding
Funds holding: 24 → 32 (+8)
1.71% more ownership
Funds ownership: 89.22% → 90.92% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$214M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$19M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$10M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$4.98M |
| 5 |
Morgan Stanley
New York
|
+$4.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$2.92M |
| 2 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$634K |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$491K |
| 4 |
Bank of New York Mellon
New York
|
-$396K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$197K |
BBRE Hedge Fund Activity: Q1 2021 in Review
32 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q1 2021, worth a combined $1.24B — up 40% from $888M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BBRE positions and 2 closed out — a net gain of 8 holders — while 15 added to existing stakes and 4 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $214M. The largest seller was Global Endowment Management, cutting an estimated $2.92M.
- 32 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q1 2021, up from 24 in Q4 2020.
- Funds reported $1.24B of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q1 2021, up 40% quarter-over-quarter.
- 10 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q1 2021 and 2 closed out, a net change of +8 holders.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $214M added.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q1 2021 was Global Endowment Management, an estimated $2.92M sold.
Based on aggregated 13F filings for Q1 2021.