JPMorgan Realty Income ETF
JPRE
25 hedge funds and large institutions have $346M invested in JPMorgan Realty Income ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.
4% less funds holding
Funds holding: 26 → 25 (-1)
4.15% less ownership
Funds ownership: 90.94% → 86.79% (-4.1%)
23% less capital invested
Capital invested by funds: $452M → $346M (-$106M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$329K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$206K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$110K |
| 4 |
BWG
Beta Wealth Group
San Diego,
California
|
+$92.3K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$44K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$102M |
| 2 |
AssetMark Inc
Concord,
California
|
-$3.1M |
| 3 |
WFA
Wellspring Financial Advisors
Cleveland,
Ohio
|
-$399K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$264K |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
-$262K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WFA
26
Wellspring Financial Advisors
Cleveland,
Ohio
| – | -$399K | -9,441 | Closed |
|
|
PAG
27
Private Advisor Group
Morristown,
New Jersey
| – | -$264K | -6,244 | Closed |
|
28
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$227 | -5,374 | Closed |
|
|
AAS
29
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$4.61K | -109 | Closed |
|
JPRE Hedge Fund Activity: Q2 2023 in Review
25 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q2 2023, worth a combined $346M — down 23% from $452M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JPRE and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 6 added.
The largest buyer was Cetera Advisor Networks, adding an estimated $329K. The largest seller was JP Morgan Chase, cutting an estimated $102M.
- 25 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q2 2023, down from 26 in Q1 2023.
- Funds reported $346M of JPMorgan Realty Income ETF stock for Q2 2023, down 23% quarter-over-quarter.
- 3 funds opened new JPMorgan Realty Income ETF positions in Q2 2023 and 4 closed out, a net change of -1 holder.
- The largest JPMorgan Realty Income ETF buyer in Q2 2023 was Cetera Advisor Networks, an estimated $329K added.
- The largest JPMorgan Realty Income ETF seller in Q2 2023 was JP Morgan Chase, an estimated $102M sold.
Based on aggregated 13F filings for Q2 2023.