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JPMorgan BetaBuilders MSCI US REIT ETF

42 hedge funds and large institutions have $778M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 4142 (+1)

0% more capital invested

Capital invested by funds: $776M → $778M (+$2.25M)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

1.23% less ownership

Funds ownership: 94.81%93.58% (-1.2%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.61%
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
13
Reduced
13
Closed
4
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
$337M +$17.2M +201,712 +6%
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$215M -$5.35M -62,799 -2%
GEM
3
Global Endowment Management
North Carolina
$58.5M +$98.4K +1,155 +0.2%
HighTower Advisors
4
HighTower Advisors
Illinois
$40.6M -$456K -5,354 -1%
APCM
5
Alaska Permanent Capital Management
Alaska
$28.2M -$5.4M -63,409 -16%
Bank of America
6
Bank of America
North Carolina
$22.3M +$1.47M +17,228 +7%
Morgan Stanley
7
Morgan Stanley
New York
$18.3M -$2.02M -23,664 -10%
State of Tennessee, Department of Treasury
8
State of Tennessee, Department of Treasury
Tennessee
$17.5M
AWA
9
Alaska Wealth Advisors
Alaska
$14.7M +$68.9K +808 +0.5%
Goldman Sachs
10
Goldman Sachs
New York
$9.37M +$7.98M +93,667 +710%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$5.8M +$209K +2,453 +4%
FWM
12
Fortress Wealth Management
California
$3.25M +$170K +1,993 +6%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.07M -$142K -1,667 -7%
Mariner
14
Mariner
Kansas
$838K -$8.35K -98 -1%
TRCT
15
Tower Research Capital (TRC)
New York
$637K +$363K +4,259 +142%
FTUS
16
Flow Traders U.S.
New York
$625K +$607K +7,124 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$471K +$313K +3,672 +216%
PAG
18
Private Advisor Group
New Jersey
$442K +$1.45K +17 +0.3%
LPL Financial
19
LPL Financial
California
$421K -$5.05M -59,315 -93%
AFG
20
Atomi Financial Group
New York
$415K -$435K -5,102 -52%
SFM
21
Signet Financial Management
New Jersey
$280K +$272K +3,191 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$270K +$263K +3,082 New
Citadel Advisors
23
Citadel Advisors
Florida
$247K -$752K -8,822 -76%
SA
24
Sanctuary Advisors
Indiana
$240K +$247K +2,901 New
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$211K

BBRE Hedge Fund Activity: Q2 2024 in Review

42 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q2 2024, worth a combined $778M — up 0.29% from $776M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BBRE positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 13 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $17.2M. The largest seller was Alaska Permanent Capital Management, cutting an estimated $5.4M.

  • 42 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q2 2024, up from 41 in Q1 2024.
  • Funds reported $778M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q2 2024, up 0.29% quarter-over-quarter.
  • 5 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q2 2024 and 4 closed out, a net change of +1 holder.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $17.2M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q2 2024 was Alaska Permanent Capital Management, an estimated $5.4M sold.

Based on aggregated 13F filings for Q2 2024.