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JPMorgan BetaBuilders MSCI US REIT ETF

43 hedge funds and large institutions have $1.44B invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

18% more capital invested

Capital invested by funds: $1.23B → $1.44B (+$215M)

16% more funds holding

Funds holding: 3743 (+6)

0.35% less ownership

Funds ownership: 92.5%92.15% (-0.35%)

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
11
Increased
15
Reduced
12
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
$1.06B -$65.4M -625,614 -6%
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$96M +$54M +517,000 +149%
APCM
3
Alaska Permanent Capital Management
Alaska
$56.2M +$1.62M +15,511 +3%
GEM
4
Global Endowment Management
North Carolina
$44.2M +$11M +105,100 +36%
HighTower Advisors
5
HighTower Advisors
Illinois
$43.1M +$4.01M +38,430 +11%
FTUS
6
Flow Traders U.S.
New York
$24.1M +$19.8M +189,973 +706%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$23.6M -$4.25M -40,700 -16%
AWA
8
Alaska Wealth Advisors
Alaska
$19.2M +$671K +6,422 +4%
Morgan Stanley
9
Morgan Stanley
New York
$15M -$863K -8,257 -6%
Victory Capital Management
10
Victory Capital Management
Texas
$12.1M
UBS AM
11
UBS AM
Illinois
$8.56M -$1.46M -13,990 -15%
Bank of America
12
Bank of America
North Carolina
$8.18M -$4.98M -47,699 -39%
AssetMark Inc
13
AssetMark Inc
California
$5.46M -$73.8K -706 -1%
FWM
14
Forefront Wealth Management
Pennsylvania
$3.41M +$3.21M +30,732 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.04M +$844K +8,083 +42%
Citadel Advisors
16
Citadel Advisors
Florida
$2.46M +$2.31M +22,133 New
CW
17
CreativeOne Wealth
Kansas
$1.6M +$202K +1,934 +16%
5L
18
55I LLC
Massachusetts
$1.31M +$892K +8,540 +260%
HFW
19
Horizon Family Wealth
Illinois
$1.28M +$1.2M +11,510 New
IAN
20
Integrated Advisors Network
Texas
$1.24M +$153K +1,460 +15%
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.21M +$42.2K +404 +4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$909K +$814K +7,792 +1,963%
RT
23
Rockland Trust
Massachusetts
$862K -$35.3K -338 -4%
Goldman Sachs
24
Goldman Sachs
New York
$854K +$804K +7,694 New
MPWT
25
MassMutual Private Wealth & Trust
Connecticut
$650K -$125K -1,200 -17%

BBRE Hedge Fund Activity: Q4 2021 in Review

43 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q4 2021, worth a combined $1.44B — up 18% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BBRE positions and 5 closed out — a net gain of 6 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was University of Texas/Texas AM Investment Management Co (UTIMCO), adding an estimated $54M. The largest seller was JP Morgan Chase, cutting an estimated $65.4M.

  • 43 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q4 2021, up from 37 in Q3 2021.
  • Funds reported $1.44B of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q4 2021, up 18% quarter-over-quarter.
  • 11 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q4 2021 and 5 closed out, a net change of +6 holders.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q4 2021 was University of Texas/Texas AM Investment Management Co (UTIMCO), an estimated $54M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q4 2021 was JP Morgan Chase, an estimated $65.4M sold.

Based on aggregated 13F filings for Q4 2021.