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JPMorgan BetaBuilders MSCI US REIT ETF
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Overview Fund Activity

43 hedge funds and large institutions have $784M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
0.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
15
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.2M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$42.8M
3
FWM
3
Fortress Wealth Management
California
$2.93M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.86M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$321M
2
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$219M
3
Bank of America
3
Bank of America
North Carolina
$18.1M
4
GEM
4
Global Endowment Management
North Carolina
$56.1M
5
IWP
5
IAG Wealth Partners
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$321M 3,587,496 -361,064 -9%
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$219M 2,454,017 -195,371 -7%
GEM
3
Global Endowment Management
North Carolina
$56.1M 628,283 -40,363 -6%
HighTower Advisors
4
HighTower Advisors
Illinois
$42.8M 479,054 +135,231 +39%
Morgan Stanley
5
Morgan Stanley
New York
$37.2M 416,846 +204,917 +97%
APCM
6
Alaska Permanent Capital Management
Alaska
$36.6M 410,172 +3,766 +0.9%
Bank of America
7
Bank of America
North Carolina
$18.1M 202,762 -62,355 -24%
State of Tennessee, Department of Treasury
8
State of Tennessee, Department of Treasury
Tennessee
$17.9M 200,000 – –
AWA
9
Alaska Wealth Advisors
Alaska
$14.7M 164,714 +8,206 +5%
LPL Financial
10
LPL Financial
California
$5.49M 61,395 +192 +0.3%
FWM
11
Fortress Wealth Management
California
$2.93M 32,797 +32,797 New
Goldman Sachs
12
Goldman Sachs
New York
$2.37M 26,512 -2,901 -10%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.86M 20,808 +14,544 +232%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$1.5M 16,775 +13,660 +439%
Citadel Advisors
15
Citadel Advisors
Florida
$1.11M 12,421 +12,421 New
FTUS
16
Flow Traders U.S.
New York
$895K 10,022 +10,022 New
AFG
17
Atomi Financial Group
New York
$860K 9,626 +9,626 New
Mariner
18
Mariner
Kansas
$825K 9,232 -1,170 -11%
IWC
19
Integrated Wealth Concepts
Massachusetts
$520K 5,815 +309 +6%
PAG
20
Private Advisor Group
New Jersey
$432K 4,830 +1,609 +50%
HFW
21
Horizon Family Wealth
Illinois
$313K 3,500 -777 -18%
GS
22
GTS Securities
New York
$229K 2,566 +2,566 New
RT
23
Rockland Trust
Massachusetts
$218K 2,438 -1,489 -38%
EWM
24
Endowment Wealth Management
Wisconsin
$214K 2,394 +2,394 New
IAN
25
Integrated Advisors Network
Texas
$211K 2,360 -1,823 -44%
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