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JPMorgan BetaBuilders MSCI US REIT ETF

56 hedge funds and large institutions have $839M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

6% more funds holding

Funds holding: 5356 (+3)

2.58% more ownership

Funds ownership: 91.36%93.95% (+2.6%)

2% more capital invested

Capital invested by funds: $825M → $839M (+$14.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.74%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
15
Reduced
19
Closed
8
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
$375M +$29.7M +324,110 +9%
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$238M +$9.66M +105,550 +4%
HighTower Advisors
3
HighTower Advisors
Illinois
$50M +$10.6M +116,266 +27%
APCM
4
Alaska Permanent Capital Management
Alaska
$45.2M +$1.37M +14,950 +3%
GEM
5
Global Endowment Management
North Carolina
$35.9M -$6.79M -74,233 -16%
Bank of America
6
Bank of America
North Carolina
$30.5M +$2.5M +27,277 +9%
AWA
7
Alaska Wealth Advisors
Alaska
$22.1M +$774K +8,455 +4%
Morgan Stanley
8
Morgan Stanley
New York
$15.9M -$2.51M -27,374 -14%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$9.75M +$794K +8,679 +9%
Corient Private Wealth
10
Corient Private Wealth
Florida
$3.89M -$255K -2,786 -6%
UBS Group
11
UBS Group
Switzerland
$3.06M +$3.04M +33,203 New
Goldman Sachs
12
Goldman Sachs
New York
$2.42M -$244K -2,671 -9%
LPL Financial
13
LPL Financial
California
$1.24M -$140K -1,526 -10%
PAG
14
Private Advisor Group
New Jersey
$783K -$18.2K -199 -2%
BCI
15
Brinker Capital Investments
Pennsylvania
$712K +$708K +7,732 New
MA
16
Mutual Advisors
Nebraska
$691K +$674K +7,368 New
Citadel Advisors
17
Citadel Advisors
Florida
$586K -$1.22M -13,340 -68%
PWA
18
Peterson Wealth Advisors
Utah
$437K -$10.9K -119 -2%
AFG
19
Atomi Financial Group
New York
$346K -$11.3K -123 -3%
NFSG
20
Newbridge Financial Services Group
Florida
$346K +$344K +3,759 New
SFM
21
Signet Financial Management
New Jersey
$315K -$123K -1,349 -28%
FWM
22
Fortress Wealth Management
California
$299K -$10.3K -112 -3%
SPC
23
Sigma Planning Corp
Michigan
$281K +$12.7K +139 +5%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$260K +$42.3K +462 +20%
Osaic Holdings
25
Osaic Holdings
Arizona
$225K +$89K +973 +66%

BBRE Hedge Fund Activity: Q2 2025 in Review

56 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) for Q2 2025, worth a combined $839M — up 1.8% from $825M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BBRE positions and 8 closed out — a net gain of 3 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $29.7M. The largest seller was State of Tennessee, Department of Treasury, exiting entirely with an estimated $17.9M sold.

  • 56 institutional investors held JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) as of Q2 2025, up from 53 in Q1 2025.
  • Funds reported $839M of JPMorgan BetaBuilders MSCI US REIT ETF stock for Q2 2025, up 1.8% quarter-over-quarter.
  • 11 funds opened new JPMorgan BetaBuilders MSCI US REIT ETF positions in Q2 2025 and 8 closed out, a net change of +3 holders.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $29.7M added.
  • The largest JPMorgan BetaBuilders MSCI US REIT ETF seller in Q2 2025 was State of Tennessee, Department of Treasury, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2025.