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JPMorgan BetaBuilders MSCI US REIT ETF

53 hedge funds and large institutions have $825M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

3% less capital invested

Capital invested by funds: $850M → $825M (-$25M)

2% less funds holding

Funds holding: 5453 (-1)

1.87% less ownership

Funds ownership: 93.23%91.36% (-1.9%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
6
Increased
20
Reduced
13
Closed
7
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
$352M -$3.61M -38,078 -1%
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$233M +$9.42M +99,462 +4%
APCM
3
Alaska Permanent Capital Management
Alaska
$44.8M +$3.64M +38,424 +9%
GEM
4
Global Endowment Management
North Carolina
$43.6M -$5.97M -63,032 -12%
HighTower Advisors
5
HighTower Advisors
Illinois
$40.1M -$2.15M -22,695 -5%
Bank of America
6
Bank of America
North Carolina
$28.6M +$3.43M +36,205 +14%
AWA
7
Alaska Wealth Advisors
Alaska
$21.8M +$1.11M +11,765 +5%
Morgan Stanley
8
Morgan Stanley
New York
$18.8M -$7.26M -76,687 -28%
State of Tennessee, Department of Treasury
9
State of Tennessee, Department of Treasury
Tennessee
$17.9M
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$9.13M +$740K +7,813 +9%
Corient Private Wealth
11
Corient Private Wealth
Florida
$4.23M +$3.88K +41 +0.1%
Goldman Sachs
12
Goldman Sachs
New York
$2.72M +$1.45M +15,313 +113%
Citadel Advisors
13
Citadel Advisors
Florida
$1.85M +$823K +8,696 +79%
LPL Financial
14
LPL Financial
California
$1.4M +$130K +1,371 +10%
PAG
15
Private Advisor Group
New Jersey
$818K +$213K +2,251 +35%
SFM
16
Signet Financial Management
New Jersey
$448K -$16.5K -174 -4%
PWA
17
Peterson Wealth Advisors
Utah
$410K -$21.8K -230 -5%
AFG
18
Atomi Financial Group
New York
$365K -$4.83K -51 -1%
TRCT
19
Tower Research Capital (TRC)
New York
$328K -$468K -4,943 -59%
FWM
20
Fortress Wealth Management
California
$316K -$151K -1,592 -32%
SPC
21
Sigma Planning Corp
Michigan
$274K +$49.8K +526 +22%
IAN
22
Integrated Advisors Network
Texas
$222K
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$222K
GI
24
Gradient Investments
Minnesota
$220K -$26.6M -281,376 -99%
SA
25
Sanctuary Advisors
Indiana
$206K +$4.45K +47 +2%

BBRE Hedge Fund Activity: Q1 2025 in Review

53 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q1 2025, worth a combined $825M — down 2.9% from $850M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BBRE and 6 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 20 added.

The largest buyer was University of Texas/Texas AM Investment Management Co (UTIMCO), adding an estimated $9.42M. The largest seller was Gradient Investments, cutting an estimated $26.6M.

  • 53 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q1 2025, down from 54 in Q4 2024.
  • Funds reported $825M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q1 2025, down 2.9% quarter-over-quarter.
  • 6 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q1 2025 and 7 closed out, a net change of -1 holder.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q1 2025 was University of Texas/Texas AM Investment Management Co (UTIMCO), an estimated $9.42M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q1 2025 was Gradient Investments, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2025.