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JPMorgan BetaBuilders MSCI US REIT ETF
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Overview Fund Activity

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.

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
13
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$8.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$22.5M
4
LPL Financial
4
LPL Financial
California
$1.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1,000K

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$368M
2
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$229M
3
GEM
3
Global Endowment Management
North Carolina
$55.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.89M
5
FWM
5
Fortress Wealth Management
California
$925K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$368M 3,649,408 -188,529 -5%
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$229M 2,267,675 -181,959 -7%
GEM
3
Global Endowment Management
North Carolina
$55.1M 546,508 -120,830 -18%
HighTower Advisors
4
HighTower Advisors
Illinois
$45.6M 451,634 -11,150 -2%
APCM
5
Alaska Permanent Capital Management
Alaska
$32.6M 322,674 +703 +0.2%
Bank of America
6
Bank of America
North Carolina
$24.2M 240,243 -14,156 -6%
Morgan Stanley
7
Morgan Stanley
New York
$22.5M 222,511 +13,472 +6%
State of Tennessee, Department of Treasury
8
State of Tennessee, Department of Treasury
Tennessee
$20.2M 200,000 – –
AWA
9
Alaska Wealth Advisors
Alaska
$16.5M 163,203 -4,791 -3%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$8.31M 82,354 +16,230 +25%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4M 39,637 +39,637 New
Goldman Sachs
12
Goldman Sachs
New York
$2.89M 28,603 -78,249 -73%
LPL Financial
13
LPL Financial
California
$1.5M 14,909 +10,104 +210%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.38M 13,672 -9,968 -42%
Citadel Advisors
15
Citadel Advisors
Florida
$1,000K 9,906 +7,089 +252%
FWM
16
Fortress Wealth Management
California
$925K 9,166 -27,927 -75%
Mariner
17
Mariner
Kansas
$668K 6,624 -2,925 -31%
PAG
18
Private Advisor Group
New Jersey
$504K 4,996 -42 -0.8%
SFM
19
Signet Financial Management
New Jersey
$499K 4,949 +1,758 +55%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$493K 4,885 +1,803 +59%
AFG
21
Atomi Financial Group
New York
$403K 3,997 -735 -16%
HIP
22
HUB Investment Partners
Texas
$281K 2,789 +2,789 New
AWM
23
Angeles Wealth Management
California
$249K 2,469 +1,090 +79%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$243K 2,410 – –
IAN
25
Integrated Advisors Network
Texas
$238K 2,360 – –
1
2