JPMorgan Realty Income ETF
JPRE
29 hedge funds and large institutions have $296M invested in JPMorgan Realty Income ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 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: 26 → 29 (+3)
10% more capital invested
Capital invested by funds: $269M → $296M (+$27.3M)
5.03% less ownership
Funds ownership: 86.25% → 81.23% (-5%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$1.33M |
| 2 |
AssetMark Inc
Concord,
California
|
+$1.04M |
| 3 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
+$359K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$304K |
| 5 |
BWG
Beta Wealth Group
San Diego,
California
|
+$289K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$22.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$393K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$339K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$294K |
| 5 |
LPL Financial
San Diego,
California
|
-$92K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $4.09K | -$13.3K | -326 | -78% |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $2.31K | +$2.13K | +52 | New |
|
|
KFS
28
Kelly Financial Services
Braintree,
Massachusetts
| $2.22K | – | – | – |
|
29
Fidelity Investments
Boston,
Massachusetts
| $990 | +$900 | +22 | New |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$294K | -7,538 | Closed |
|
31
Bank of America
Charlotte,
North Carolina
| – | -$43.7K | -1,123 | Closed |
|
|
BWS
32
Buck Wealth Strategies
Denver,
Colorado
| – | -$12.3K | -316 | Closed |
|
JPRE Hedge Fund Activity: Q4 2023 in Review
29 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Realty Income ETF (JPRE) for Q4 2023, worth a combined $296M — up 10% from $269M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JPRE positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Redhawk Wealth Advisors, opening a new position worth an estimated $1.33M. The largest seller was JP Morgan Chase, cutting an estimated $22.3M.
- 29 institutional investors held JPMorgan Realty Income ETF (JPRE) as of Q4 2023, up from 26 in Q3 2023.
- Funds reported $296M of JPMorgan Realty Income ETF stock for Q4 2023, up 10% quarter-over-quarter.
- 7 funds opened new JPMorgan Realty Income ETF positions in Q4 2023 and 3 closed out, a net change of +4 holders.
- The largest JPMorgan Realty Income ETF buyer in Q4 2023 was Redhawk Wealth Advisors, an estimated $1.33M added.
- The largest JPMorgan Realty Income ETF seller in Q4 2023 was JP Morgan Chase, an estimated $22.3M sold.
Based on aggregated 13F filings for Q4 2023.