JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
41 hedge funds and large institutions have $776M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 8 closing their positions.
113% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 8
5.1% more ownership
Funds ownership: 89.7% → 94.81% (+5.1%)
1% more capital invested
Capital invested by funds: $765M → $776M (+$10.5M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less funds holding
Funds holding: 43 → 41 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
+$5.09M |
| 2 |
JP Morgan Chase
New York
|
+$4.25M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$4.09M |
| 4 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
+$3.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
-$2.16M |
| 2 |
Goldman Sachs
New York
|
-$1.16M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$951K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$895K |
| 5 |
HFW
Horizon Family Wealth
Chicago,
Illinois
|
-$313K |
BBRE Hedge Fund Activity: Q1 2024 in Review
41 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q1 2024, worth a combined $776M — up 1.4% from $765M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of BBRE and 6 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 17 added.
The largest buyer was University of Texas/Texas AM Investment Management Co (UTIMCO), adding an estimated $5.09M. The largest seller was Alaska Permanent Capital Management, cutting an estimated $2.16M.
- 41 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q1 2024, down from 43 in Q4 2023.
- Funds reported $776M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q1 2024, up 1.4% quarter-over-quarter.
- 6 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q1 2024 and 8 closed out, a net change of -2 holders.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q1 2024 was University of Texas/Texas AM Investment Management Co (UTIMCO), an estimated $5.09M added.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q1 2024 was Alaska Permanent Capital Management, an estimated $2.16M sold.
Based on aggregated 13F filings for Q1 2024.