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JPMorgan BetaBuilders MSCI US REIT ETF

35 hedge funds and large institutions have $831M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.86% more ownership

Funds ownership: 87.59%93.45% (+5.9%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

13% less funds holding

Funds holding: 4035 (-5)

16% less capital invested

Capital invested by funds: $991M → $831M (-$160M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
35
Holders Change
-5
Holders Change %
-12.5%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
1
Increased
14
Reduced
15
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
$416M -$105M -1,166,281 -18%
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$212M +$48.1M +532,990 +24%
Morgan Stanley
3
Morgan Stanley
New York
$52.7M -$11M -121,417 -15%
GEM
4
Global Endowment Management
North Carolina
$41.7M
APCM
5
Alaska Permanent Capital Management
Alaska
$34M -$531K -5,881 -1%
Victory Capital Management
6
Victory Capital Management
Texas
$23.5M +$22.5M +248,598 +490%
HighTower Advisors
7
HighTower Advisors
Illinois
$22.2M -$544K -6,023 -2%
AWA
8
Alaska Wealth Advisors
Alaska
$13.7M +$538K +5,957 +4%
Bank of America
9
Bank of America
North Carolina
$5.34M +$1.41M +15,562 +30%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.95M +$361K +3,992 +19%
CW
11
CreativeOne Wealth
Kansas
$1.48M +$111K +1,230 +7%
IAN
12
Integrated Advisors Network
Texas
$1.45M -$248K -2,750 -13%
HFW
13
Horizon Family Wealth
Illinois
$860K +$3.07K +34 +0.3%
IWP
14
IAG Wealth Partners
Wisconsin
$697K -$115K -1,273 -13%
IWC
15
Integrated Wealth Concepts
Massachusetts
$662K -$170K -1,882 -18%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$590K +$73.8K +817 +12%
GM
17
GeoWealth Management
Illinois
$525K +$64.9K +719 +12%
RT
18
Rockland Trust
Massachusetts
$463K -$27.6K -305 -5%
TRCT
19
Tower Research Capital (TRC)
New York
$231K +$242K +2,683 +1,001%
Wells Fargo
20
Wells Fargo
California
$131K +$65.3K +723 +77%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$124K +$14K +155 +11%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$48K -$629K -6,966 -92%
SIS
23
Sound Income Strategies
Florida
$38K -$1.17K -13 -3%
Osaic Holdings
24
Osaic Holdings
Arizona
$38K +$542 +6 +1%
FFA
25
Founders Financial Alliance
North Carolina
$11K +$13.2K +146 New

BBRE Hedge Fund Activity: Q3 2022 in Review

35 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q3 2022, worth a combined $831M — down 16% from $991M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BBRE and 1 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 14 added.

The largest buyer was University of Texas/Texas AM Investment Management Co (UTIMCO), adding an estimated $48.1M. The largest seller was JP Morgan Chase, cutting an estimated $105M.

  • 35 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q3 2022, down from 40 in Q2 2022.
  • Funds reported $831M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q3 2022, down 16% quarter-over-quarter.
  • 1 fund opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q3 2022 and 6 closed out, a net change of -5 holders.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q3 2022 was University of Texas/Texas AM Investment Management Co (UTIMCO), an estimated $48.1M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q3 2022 was JP Morgan Chase, an estimated $105M sold.

Based on aggregated 13F filings for Q3 2022.