JPMorgan Realty Income ETF
JPRE
28 hedge funds and large institutions have $597M invested in JPMorgan Realty Income ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
12% more funds holding
Funds holding: 25 → 28 (+3)
7.93% more ownership
Funds ownership: 83.69% → 91.62% (+7.9%)
12% less capital invested
Capital invested by funds: $675M → $597M (-$78.4M)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$774K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$555K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$253K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$195K |
| 5 |
LPL Financial
San Diego,
California
|
+$49.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$53.6M |
| 2 |
WFA
Wellspring Financial Advisors
Cleveland,
Ohio
|
-$1.02M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$534K |
| 4 |
BWG
Beta Wealth Group
San Diego,
California
|
-$237K |
| 5 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$122K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $1.27K | – | – | – |
|
27
Fidelity Investments
Boston,
Massachusetts
| $82 | +$87 | +2 | New |
|
|
28
Bank of America
Charlotte,
North Carolina
| – | -$534K | -12,463 | Closed |
|
|
BWG
29
Beta Wealth Group
San Diego,
California
| – | -$237K | -5,537 | Closed |
|
JPRE Hedge Fund Activity: Q4 2022 in Review
28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q4 2022, worth a combined $597M — down 12% from $675M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JPRE positions and 3 closed out — a net gain of 4 holders — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $774K. The largest seller was JP Morgan Chase, cutting an estimated $53.6M.
- 28 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q4 2022, up from 25 in Q3 2022.
- Funds reported $597M of JPMorgan Realty Income ETF stock for Q4 2022, down 12% quarter-over-quarter.
- 7 funds opened new JPMorgan Realty Income ETF positions in Q4 2022 and 3 closed out, a net change of +4 holders.
- The largest JPMorgan Realty Income ETF buyer in Q4 2022 was Susquehanna International Group, an estimated $774K added.
- The largest JPMorgan Realty Income ETF seller in Q4 2022 was JP Morgan Chase, an estimated $53.6M sold.
Based on aggregated 13F filings for Q4 2022.