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JPMorgan BetaBuilders MSCI US REIT ETF

40 hedge funds and large institutions have $1.19B invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less funds holding

Funds holding: 4340 (-3)

9.85% less ownership

Funds ownership: 92.15%82.31% (-9.8%)

17% less capital invested

Capital invested by funds: $1.44B → $1.19B (-$248M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

62% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 21

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
8
Reduced
21
Closed
9
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
$768M -$243M -2,363,115 -25%
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$151M +$57.6M +558,838 +65%
Morgan Stanley
3
Morgan Stanley
New York
$82.6M +$66.1M +641,935 +477%
APCM
4
Alaska Permanent Capital Management
Alaska
$50.6M -$3.19M -30,955 -6%
GEM
5
Global Endowment Management
North Carolina
$44.4M +$1.96M +19,000 +5%
HighTower Advisors
6
HighTower Advisors
Illinois
$41.2M -$162K -1,577 -0.4%
AWA
7
Alaska Wealth Advisors
Alaska
$18.1M -$254K -2,465 -1%
Victory Capital Management
8
Victory Capital Management
Texas
$11M
Bank of America
9
Bank of America
North Carolina
$5.49M -$2.28M -22,086 -30%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$4.22M -$17.8M -173,000 -81%
FWM
11
Forefront Wealth Management
Pennsylvania
$3.22M -$47.1K -457 -1%
IAN
12
Integrated Advisors Network
Texas
$2.15M +$938K +9,105 +82%
Citadel Advisors
13
Citadel Advisors
Florida
$1.53M -$800K -7,761 -35%
Goldman Sachs
14
Goldman Sachs
New York
$1.45M +$616K +5,974 +78%
CW
15
CreativeOne Wealth
Kansas
$1.26M -$267K -2,593 -18%
HFW
16
Horizon Family Wealth
Illinois
$1.21M -$11.4K -111 -1%
IWC
17
Integrated Wealth Concepts
Massachusetts
$1M -$156K -1,511 -14%
Jane Street
18
Jane Street
New York
$869K +$842K +8,171 New
RT
19
Rockland Trust
Massachusetts
$789K -$35.4K -344 -4%
OMC
20
Old Mission Capital
Illinois
$610K +$590K +5,730 New
GM
21
GeoWealth Management
Illinois
$475K -$134K -1,302 -23%
5L
22
55I LLC
Massachusetts
$428K -$804K -7,799 -66%
AWM
23
AE Wealth Management
Kansas
$416K +$403K +3,910 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$284K -$2.54M -24,685 -90%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$140K +$21.7K +211 +19%

BBRE Hedge Fund Activity: Q1 2022 in Review

40 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q1 2022, worth a combined $1.19B — down 17% from $1.44B a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BBRE and 6 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 8 added.

The largest buyer was Morgan Stanley, adding an estimated $66.1M. The largest seller was JP Morgan Chase, cutting an estimated $243M.

  • 40 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q1 2022, down from 43 in Q4 2021.
  • Funds reported $1.19B of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q1 2022, down 17% quarter-over-quarter.
  • 6 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q1 2022 and 9 closed out, a net change of -3 holders.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q1 2022 was Morgan Stanley, an estimated $66.1M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q1 2022 was JP Morgan Chase, an estimated $243M sold.

Based on aggregated 13F filings for Q1 2022.