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JPMorgan BetaBuilders MSCI US REIT ETF

40 hedge funds and large institutions have $991M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

5.29% more ownership

Funds ownership: 82.31%87.59% (+5.3%)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

17% less capital invested

Capital invested by funds: $1.19B → $991M (-$202M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
7
Increased
17
Reduced
11
Closed
7
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
$569M -$71M -735,252 -10%
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$191M +$72.7M +752,793 +53%
Morgan Stanley
3
Morgan Stanley
New York
$69.7M +$1.67M +17,247 +2%
GEM
4
Global Endowment Management
North Carolina
$46.7M +$11.1M +114,500 +27%
APCM
5
Alaska Permanent Capital Management
Alaska
$38.7M -$3.39M -35,041 -7%
HighTower Advisors
6
HighTower Advisors
Illinois
$25.4M -$9.39M -97,185 -25%
AWA
7
Alaska Wealth Advisors
Alaska
$14.8M -$147K -1,523 -0.9%
Jane Street
8
Jane Street
New York
$6.32M +$6.16M +63,781 +781%
Bank of America
9
Bank of America
North Carolina
$4.62M +$94.6K +979 +2%
Victory Capital Management
10
Victory Capital Management
Texas
$4.45M -$5.6M -57,955 -53%
FTUS
11
Flow Traders U.S.
New York
$3.62M +$3.98M +41,229 New
Goldman Sachs
12
Goldman Sachs
New York
$2.97M +$1.95M +20,183 +148%
IAN
13
Integrated Advisors Network
Texas
$1.87M +$96.1K +995 +5%
Citadel Advisors
14
Citadel Advisors
Florida
$1.85M +$645K +6,681 +46%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.83M +$1.76M +18,197 +682%
CW
16
CreativeOne Wealth
Kansas
$1.55M +$570K +5,902 +50%
HFW
17
Horizon Family Wealth
Illinois
$961K -$44.6K -462 -4%
IWC
18
Integrated Wealth Concepts
Massachusetts
$907K +$89K +921 +10%
IWP
19
IAG Wealth Partners
Wisconsin
$893K +$983K +10,170 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$665K +$668K +6,913 +1,046%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$590K +$650K +6,725 New
RT
22
Rockland Trust
Massachusetts
$546K -$116K -1,199 -16%
GM
23
GeoWealth Management
Illinois
$525K +$146K +1,514 +34%
Marshall Wace
24
Marshall Wace
United Kingdom
$334K +$366K +3,788 New
OMC
25
Old Mission Capital
Illinois
$315K -$207K -2,139 -37%

BBRE Hedge Fund Activity: Q2 2022 in Review

40 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q2 2022, worth a combined $991M — down 17% from $1.19B a quarter earlier.

Fund positioning in BBRE was balanced in Q2 2022: 7 funds opened new positions, 7 closed out, 17 added to existing stakes and 11 trimmed.

The largest buyer was University of Texas/Texas AM Investment Management Co (UTIMCO), adding an estimated $72.7M. The largest seller was JP Morgan Chase, cutting an estimated $71M.

  • 40 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $991M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q2 2022, down 17% quarter-over-quarter.
  • 7 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q2 2022 and 7 closed out, a net change of 0 holders.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q2 2022 was University of Texas/Texas AM Investment Management Co (UTIMCO), an estimated $72.7M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q2 2022 was JP Morgan Chase, an estimated $71M sold.

Based on aggregated 13F filings for Q2 2022.