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JPMorgan BetaBuilders MSCI US REIT ETF
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Overview Fund Activity

52 hedge funds and large institutions have $824M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-2
Holders Change %
-3.7%
% 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
19
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
+$9.35M
2
APCM
Alaska Permanent Capital Management
Alaska
+$3.61M
3
Bank of America
Bank of America
North Carolina
+$3.4M
4
Goldman Sachs
Goldman Sachs
New York
+$1.44M
5
AWA
Alaska Wealth Advisors
Alaska
+$1.11M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$26.5M
2
Morgan Stanley
Morgan Stanley
New York
-$7.21M
3
GEM
Global Endowment Management
North Carolina
-$5.93M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.58M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$352M -$3.58M -38,078 -1%
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$233M +$9.35M +99,462 +4%
APCM
3
Alaska Permanent Capital Management
Alaska
$44.8M +$3.61M +38,424 +9%
GEM
4
Global Endowment Management
North Carolina
$43.6M -$5.93M -63,032 -12%
HighTower Advisors
5
HighTower Advisors
Illinois
$40.1M -$2.13M -22,695 -5%
Bank of America
6
Bank of America
North Carolina
$28.6M +$3.4M +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 -$7.21M -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 +$735K +7,813 +9%
Corient Private Wealth
11
Corient Private Wealth
Florida
$4.23M +$3.85K +41 +0.1%
Goldman Sachs
12
Goldman Sachs
New York
$2.72M +$1.44M +15,313 +113%
Citadel Advisors
13
Citadel Advisors
Florida
$1.85M +$818K +8,696 +79%
LPL Financial
14
LPL Financial
California
$1.4M +$129K +1,371 +10%
PAG
15
Private Advisor Group
New Jersey
$818K +$212K +2,251 +35%
SFM
16
Signet Financial Management
New Jersey
$448K -$16.4K -174 -4%
PWA
17
Peterson Wealth Advisors
Utah
$410K -$19.4K -230 -5%
AFG
18
Atomi Financial Group
New York
$365K -$4.79K -51 -1%
TRCT
19
Tower Research Capital (TRC)
New York
$328K -$465K -4,943 -59%
FWM
20
Fortress Wealth Management
California
$316K -$150K -1,592 -32%
SPC
21
Sigma Planning Corp
Michigan
$274K +$49.4K +526 +22%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$222K – – –
IAN
23
Integrated Advisors Network
Texas
$222K – – –
GI
24
Gradient Investments
Minnesota
$220K -$26.5M -281,376 -99%
Mariner
25
Mariner
Kansas
$203K -$2.16K -23 -1%
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