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JPMorgan BetaBuilders MSCI US REIT ETF

30 hedge funds and large institutions have $705M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
-4
Holders Change %
-11.76%
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
5
Increased
4
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$324M -$199K -2,354 -0.1%
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$216M -$7.91M -93,746 -4%
GEM
3
Global Endowment Management
North Carolina
$46.7M -$3.44M -40,735 -7%
APCM
4
Alaska Permanent Capital Management
Alaska
$30.9M -$10.6M -125,393 -25%
HighTower Advisors
5
HighTower Advisors
Illinois
$29.6M -$551K -6,522 -2%
Morgan Stanley
6
Morgan Stanley
New York
$21.3M -$15.4M -182,648 -42%
Bank of America
7
Bank of America
North Carolina
$16.6M +$668K +7,908 +4%
AWA
8
Alaska Wealth Advisors
Alaska
$12.4M -$5.44M -64,376 -31%
Goldman Sachs
9
Goldman Sachs
New York
$1.92M -$2.55M -30,146 -57%
IWP
10
IAG Wealth Partners
Wisconsin
$1.09M +$155K +1,836 +17%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$686K -$616K -7,298 -47%
RT
12
Rockland Trust
Massachusetts
$631K -$81K -959 -11%
IWC
13
Integrated Wealth Concepts
Massachusetts
$432K +$39.4K +467 +10%
HFW
14
Horizon Family Wealth
Illinois
$361K -$13.8K -164 -4%
IAN
15
Integrated Advisors Network
Texas
$353K -$853K -10,100 -71%
UBS Group
16
UBS Group
Switzerland
$268K +$268K +3,172 New
PAG
17
Private Advisor Group
New Jersey
$266K +$266K +3,155 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$265K +$37.7K +447 +17%
VCM
19
Versant Capital Management
Arizona
$207K +$207K +2,448 New
Wells Fargo
20
Wells Fargo
California
$79.3K
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$62.4K +$62.4K +1,210 New
AssetMark Inc
22
AssetMark Inc
California
$54K +$54K +640 New
Osaic Holdings
23
Osaic Holdings
Arizona
$43.9K -$507 -6 -1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$30K -$984K -11,478 -97%
SIS
25
Sound Income Strategies
Florida
$25.4K -$1.86K -22 -7%