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JPMorgan BetaBuilders MSCI US REIT ETF

56 hedge funds and large institutions have $896M invested in JPMorgan BetaBuilders MSCI US REIT ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

0.48% more ownership

Funds ownership: 93.93%94.41% (+0.48%)

0% more capital invested

Capital invested by funds: $892M → $896M (+$3.53M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 5756 (-1)

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
20
Reduced
16
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
$389M +$6.18M +65,602 +2%
UOTTAIMCU
2
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$252M +$4.12M +43,729 +2%
HighTower Advisors
3
HighTower Advisors
Illinois
$51.1M -$319K -3,388 -0.6%
GEM
4
Global Endowment Management
North Carolina
$46.5M +$11.7M +124,428 +33%
APCM
5
Alaska Permanent Capital Management
Alaska
$45.7M -$1.42M -15,045 -3%
Bank of America
6
Bank of America
North Carolina
$34.9M +$2.28M +24,258 +7%
AWA
7
Alaska Wealth Advisors
Alaska
$25.6M +$916K +9,729 +4%
Morgan Stanley
8
Morgan Stanley
New York
$11.6M -$357K -3,788 -3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$10.9M +$569K +6,044 +5%
Corient Private Wealth
10
Corient Private Wealth
Florida
$5.27M +$1.71M +18,197 +47%
Jane Street
11
Jane Street
New York
$3.2M +$3.26M +34,588 New
BFG
12
Bleakley Financial Group
New Jersey
$2.9M +$2.94M +31,271 New
IIM
13
IFC & Insurance Marketing
California
$2.26M +$2.3M +24,407 New
Goldman Sachs
14
Goldman Sachs
New York
$2.16M +$507K +5,387 +30%
FTUS
15
Flow Traders U.S.
New York
$1.68M -$715K -7,592 -30%
Two Sigma Investments
16
Two Sigma Investments
New York
$1.67M +$1.69M +18,000 New
LPL Financial
17
LPL Financial
California
$1.55M +$187K +1,986 +13%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.35M -$1.2M -12,721 -47%
BCI
19
Brinker Capital Investments
Pennsylvania
$958K +$72.2K +767 +8%
PAG
20
Private Advisor Group
New Jersey
$695K -$98.3K -1,044 -12%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$617K +$201K +2,137 +47%
PWA
22
Peterson Wealth Advisors
Utah
$426K +$6.4K +68 +2%
AFG
23
Atomi Financial Group
New York
$398K +$56.1K +596 +16%
SPC
24
Sigma Planning Corp
Michigan
$330K +$25K +266 +8%
MA
25
Mutual Advisors
Nebraska
$297K +$3.58K +38 +1%