JPMorgan Realty Income ETF
JPRE
26 hedge funds and large institutions have $269M invested in JPMorgan Realty Income ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
4% more funds holding
Funds holding: 25 → 26 (+1)
0.54% less ownership
Funds ownership: 86.79% → 86.25% (-0.54%)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
22% less capital invested
Capital invested by funds: $346M → $269M (-$77.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$736K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$427K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$145K |
| 4 |
Morgan Stanley
New York
|
+$84.7K |
| 5 |
PTC
Private Trust Company
Cleveland,
Ohio
|
+$40K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$54M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$373K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$210K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$165K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$68.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
AssetMark Inc
Concord,
California
| $1.25K | – | – | – |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$210K | -4,946 | Closed |
|
28
Wells Fargo
San Francisco,
California
| – | -$1.31K | -31 | Closed |
|
JPRE Hedge Fund Activity: Q3 2023 in Review
26 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q3 2023, worth a combined $269M — down 22% from $346M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JPRE positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $736K. The largest seller was JP Morgan Chase, cutting an estimated $54M.
- 26 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q3 2023, up from 25 in Q2 2023.
- Funds reported $269M of JPMorgan Realty Income ETF stock for Q3 2023, down 22% quarter-over-quarter.
- 3 funds opened new JPMorgan Realty Income ETF positions in Q3 2023 and 2 closed out, a net change of +1 holder.
- The largest JPMorgan Realty Income ETF buyer in Q3 2023 was Cetera Investment Advisers, an estimated $736K added.
- The largest JPMorgan Realty Income ETF seller in Q3 2023 was JP Morgan Chase, an estimated $54M sold.
Based on aggregated 13F filings for Q3 2023.