We are live on ! Find out more
BBRE icon

JPMorgan BetaBuilders MSCI US REIT ETF

37 hedge funds and large institutions have $1.23B invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0% more funds holding

Funds holding: 3737 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4.23% less ownership

Funds ownership: 96.74%92.5% (-4.2%)

13% less capital invested

Capital invested by funds: $1.42B → $1.23B (-$191M)

47% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 17

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
9
Reduced
17
Closed
6
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
$981M -$200M -1,996,945 -16%
APCM
2
Alaska Permanent Capital Management
Alaska
$47.2M -$7.41M -74,065 -13%
HighTower Advisors
3
HighTower Advisors
Illinois
$33.7M +$5.07M +50,697 +17%
UOTTAIMCU
4
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$33.4M +$34.7M +347,000 New
GEM
5
Global Endowment Management
North Carolina
$28.2M -$7.49M -74,900 -20%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$24.4M -$900K -9,000 -3%
AWA
7
Alaska Wealth Advisors
Alaska
$16M +$707K +7,071 +4%
Morgan Stanley
8
Morgan Stanley
New York
$13.7M -$377K -3,765 -3%
Bank of America
9
Bank of America
North Carolina
$11.7M -$7.75M -77,465 -39%
Victory Capital Management
10
Victory Capital Management
Texas
$10.4M +$10.9M +108,649 New
UBS AM
11
UBS AM
Illinois
$8.76M -$4.51M -45,136 -33%
AssetMark Inc
12
AssetMark Inc
California
$4.8M -$15.8M -158,378 -76%
FTUS
13
Flow Traders U.S.
New York
$2.59M +$1.98M +19,839 +281%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.85M +$1.33M +13,328 +224%
KeyBank National Association
15
KeyBank National Association
Ohio
$1.45M
CW
16
CreativeOne Wealth
Kansas
$1.2M -$1.16M -11,567 -48%
IWC
17
Integrated Wealth Concepts
Massachusetts
$1.01M +$72.2K +722 +7%
IAN
18
Integrated Advisors Network
Texas
$932K +$969K +9,690 New
RT
19
Rockland Trust
Massachusetts
$779K +$4.9K +49 +0.6%
MPWT
20
MassMutual Private Wealth & Trust
Connecticut
$678K -$1.53M -15,318 -68%
GM
21
GeoWealth Management
Illinois
$573K -$263K -2,627 -31%
5L
22
55I LLC
Massachusetts
$315K +$328K +3,279 New
TRCT
23
Tower Research Capital (TRC)
New York
$247K -$11K -110 -4%
Osaic Holdings
24
Osaic Holdings
Arizona
$169K -$408K -4,076 -70%
SIS
25
Sound Income Strategies
Florida
$124K -$16.6K -166 -11%

BBRE Hedge Fund Activity: Q3 2021 in Review

37 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q3 2021, worth a combined $1.23B — down 13% from $1.42B a quarter earlier.

Fund positioning in BBRE was balanced in Q3 2021: 6 funds opened new positions, 6 closed out, 9 added to existing stakes and 17 trimmed.

The largest buyer was University of Texas/Texas AM Investment Management Co (UTIMCO), opening a new position worth an estimated $34.7M. The largest seller was JP Morgan Chase, cutting an estimated $200M.

  • 37 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.23B of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q3 2021, down 13% quarter-over-quarter.
  • 6 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q3 2021 and 6 closed out, a net change of 0 holders.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q3 2021 was University of Texas/Texas AM Investment Management Co (UTIMCO), an estimated $34.7M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q3 2021 was JP Morgan Chase, an estimated $200M sold.

Based on aggregated 13F filings for Q3 2021.