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JPMorgan BetaBuilders MSCI US REIT ETF

37 hedge funds and large institutions have $1.42B invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

16% more funds holding

Funds holding: 3237 (+5)

14% more capital invested

Capital invested by funds: $1.24B → $1.42B (+$174M)

5.81% more ownership

Funds ownership: 90.92%96.74% (+5.8%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
18
Reduced
6
Closed
4
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
$1.17B +$16.6M +177,762 +1%
APCM
2
Alaska Permanent Capital Management
Alaska
$54.1M +$4.33M +46,502 +9%
GEM
3
Global Endowment Management
North Carolina
$35.3M -$7.58M -81,365 -18%
HighTower Advisors
4
HighTower Advisors
Illinois
$28.7M +$3.8M +40,761 +16%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$25.1M +$13.1M +140,400 +115%
AssetMark Inc
6
AssetMark Inc
California
$20M +$3.19M +34,286 +20%
Bank of America
7
Bank of America
North Carolina
$19.1M +$2.78M +29,893 +18%
AWA
8
Alaska Wealth Advisors
Alaska
$15.2M +$333K +3,578 +2%
Morgan Stanley
9
Morgan Stanley
New York
$14.1M +$1.22M +13,103 +10%
UBS AM
10
UBS AM
Illinois
$13.1M +$12.7M +136,197 New
Citadel Advisors
11
Citadel Advisors
Florida
$7.86M +$4.62M +49,633 +153%
CW
12
CreativeOne Wealth
Kansas
$2.3M +$559K +6,001 +33%
MPWT
13
MassMutual Private Wealth & Trust
Connecticut
$2.14M +$213K +2,286 +11%
Jane Street
14
Jane Street
New York
$1.76M +$1.71M +18,384 New
KeyBank National Association
15
KeyBank National Association
Ohio
$1.45M +$1.41M +15,110 New
Goldman Sachs
16
Goldman Sachs
New York
$1.11M -$93 -1 -0%
IWC
17
Integrated Wealth Concepts
Massachusetts
$939K +$81.8K +878 +10%
GM
18
GeoWealth Management
Illinois
$825K +$800K +8,588 New
RT
19
Rockland Trust
Massachusetts
$771K -$57.3K -615 -7%
FTUS
20
Flow Traders U.S.
New York
$676K +$657K +7,057 New
RWMH
21
Riverpoint Wealth Management Holdings
Illinois
$600K +$131K +1,411 +29%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$569K -$5.04M -54,125 -90%
Osaic Holdings
23
Osaic Holdings
Arizona
$558K +$79.6K +854 +17%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$283K +$275K +2,950 New
TRCT
25
Tower Research Capital (TRC)
New York
$257K -$2.36M -25,345 -90%

BBRE Hedge Fund Activity: Q2 2021 in Review

37 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q2 2021, worth a combined $1.42B — up 14% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BBRE positions and 4 closed out — a net gain of 5 holders — while 18 added to existing stakes and 6 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $16.6M. The largest seller was Royal Bank of Canada, cutting an estimated $22.1M.

  • 37 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q2 2021, up from 32 in Q1 2021.
  • Funds reported $1.42B of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 9 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q2 2021 and 4 closed out, a net change of +5 holders.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $16.6M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q2 2021 was Royal Bank of Canada, an estimated $22.1M sold.

Based on aggregated 13F filings for Q2 2021.