JPMorgan Realty Income ETF
JPRE
25 hedge funds and large institutions have $675M invested in JPMorgan Realty Income ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 5 closing their positions.
1.82% more ownership
Funds ownership: 81.86% → 83.69% (+1.8%)
4% less funds holding
Funds holding: 26 → 25 (-1)
13% less capital invested
Capital invested by funds: $777M → $675M (-$102M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
70% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFA
Wellspring Financial Advisors
Cleveland,
Ohio
|
+$1.61M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$617K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$338K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$101K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.92K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$12.2M |
| 2 |
AssetMark Inc
Concord,
California
|
-$2.08M |
| 3 |
Jane Street
New York
|
-$1.37M |
| 4 |
BWG
Beta Wealth Group
San Diego,
California
|
-$892K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$222K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$58K | -1,173 | -100% |
|
|
WOSD
27
WFA of San Diego
San Diego,
California
| – | -$24K | -499 | Closed |
|
|
PFGIA
28
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$1K | -11 | Closed |
|
|
AF
29
Advisornet Financial
Minnetonka,
Minnesota
| – | +$148 | +3 | New |
|
JPRE Hedge Fund Activity: Q3 2022 in Review
25 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q3 2022, worth a combined $675M — down 13% from $777M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of JPRE and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 3 added.
The largest buyer was Wellspring Financial Advisors, opening a new position worth an estimated $1.61M. The largest seller was JP Morgan Chase, cutting an estimated $12.2M.
- 25 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q3 2022, down from 26 in Q2 2022.
- Funds reported $675M of JPMorgan Realty Income ETF stock for Q3 2022, down 13% quarter-over-quarter.
- 4 funds opened new JPMorgan Realty Income ETF positions in Q3 2022 and 5 closed out, a net change of -1 holder.
- The largest JPMorgan Realty Income ETF buyer in Q3 2022 was Wellspring Financial Advisors, an estimated $1.61M added.
- The largest JPMorgan Realty Income ETF seller in Q3 2022 was JP Morgan Chase, an estimated $12.2M sold.
Based on aggregated 13F filings for Q3 2022.