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JPMorgan BetaBuilders MSCI US REIT ETF
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Overview Fund Activity

35 hedge funds and large institutions have $700M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
15
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$15.6M
2
GEM
Global Endowment Management
North Carolina
$52M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$307M
4
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$206M
5
Bank of America
Bank of America
North Carolina
$20.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$16.5M
2
HighTower Advisors
HighTower Advisors
Illinois
$26.7M
3
RT
Rockland Trust
Massachusetts
$305K
4
UBS Group
UBS Group
Switzerland
$25.4K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$487K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$307M +$8.61M +110,670 +3%
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$206M +$6.88M +88,440 +3%
GEM
3
Global Endowment Management
North Carolina
$52M +$8.99M +115,557 +21%
APCM
4
Alaska Permanent Capital Management
Alaska
$31.6M +$3.11M +39,961 +11%
HighTower Advisors
5
HighTower Advisors
Illinois
$26.7M -$566K -7,275 -2%
Bank of America
6
Bank of America
North Carolina
$20.6M +$5.36M +68,968 +35%
Morgan Stanley
7
Morgan Stanley
New York
$16.5M -$3.14M -40,328 -16%
State of Tennessee, Department of Treasury
8
State of Tennessee, Department of Treasury
Tennessee
$15.6M +$15.6M +200,000 New
AWA
9
Alaska Wealth Advisors
Alaska
$12.2M +$773K +9,932 +7%
LPL Financial
10
LPL Financial
California
$4.76M +$4.76M +61,203 New
Goldman Sachs
11
Goldman Sachs
New York
$2.29M +$518K +6,654 +29%
IWP
12
IAG Wealth Partners
Wisconsin
$1.04M +$35.8K +460 +4%
Mariner
13
Mariner
Kansas
$809K +$809K +10,402 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$487K -$145K -1,865 -23%
IWC
15
Integrated Wealth Concepts
Massachusetts
$428K +$30.5K +392 +8%
HFW
16
Horizon Family Wealth
Illinois
$333K – – –
IAN
17
Integrated Advisors Network
Texas
$325K – – –
RT
18
Rockland Trust
Massachusetts
$305K -$276K -3,550 -47%
Jane Street
19
Jane Street
New York
$294K +$294K +3,785 New
PAG
20
Private Advisor Group
New Jersey
$251K +$5.13K +66 +2%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$242K -$2.26K -29 -0.9%
VCM
22
Versant Capital Management
Arizona
$196K +$5.6K +72 +3%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$149K +$54.8K +705 +58%
Osaic Holdings
24
Osaic Holdings
Arizona
$40.7K +$233 +3 +0.6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$39K +$12.1K +157 +45%
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