JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
44 hedge funds and large institutions have $838M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
8% more capital invested
Capital invested by funds: $778M → $838M (+$60.3M)
5% more funds holding
Funds holding: 42 → 44 (+2)
0.52% more ownership
Funds ownership: 93.58% → 94.1% (+0.52%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.79M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.55M |
| 3 |
Morgan Stanley
New York
|
+$1.29M |
| 4 |
LPL Financial
San Diego,
California
|
+$965K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$677K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$18M |
| 2 |
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
-$17.4M |
| 3 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$11.5M |
| 4 |
Goldman Sachs
New York
|
-$7.47M |
| 5 |
FWM
Fortress Wealth Management
Culver City,
California
|
-$2.67M |
BBRE Hedge Fund Activity: Q3 2024 in Review
44 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q3 2024, worth a combined $838M — up 7.7% from $778M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BBRE positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 15 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $3.79M. The largest seller was JP Morgan Chase, cutting an estimated $18M.
- 44 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q3 2024, up from 42 in Q2 2024.
- Funds reported $838M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q3 2024, up 7.7% quarter-over-quarter.
- 5 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q3 2024 and 3 closed out, a net change of +2 holders.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q3 2024 was Cambridge Investment Research Advisors, an estimated $3.79M added.
- The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q3 2024 was JP Morgan Chase, an estimated $18M sold.
Based on aggregated 13F filings for Q3 2024.