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Virtus Biotech Clinical Trials ETF
BBC

16 hedge funds and large institutions have $5.97M invested in Virtus Biotech Clinical Trials ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

25% more capital invested

Capital invested by funds: $4.78M → $5.97M (+$1.18M)

7% more funds holding

Funds holding: 15 → 16 (+1)

3.07% more ownership

Funds ownership: 31.63% → 34.69% (+3.1%)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$928K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$517K
3
Osaic Holdings
Osaic Holdings
Arizona
+$25.1K
4
UBS Group
UBS Group
Switzerland
+$16.5K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$881K
2
LPL Financial
LPL Financial
California
-$38.9K
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$14K
4
Morgan Stanley
Morgan Stanley
New York
-$2.45K
5
GRP
Global Retirement Partners
California
-$510
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$2.46M – – –
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.08M -$881K -34,566 -44%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$894K +$928K +36,414 New
LPL Financial
4
LPL Financial
California
$510K -$38.9K -1,524 -7%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$499K +$517K +20,283 New
Osaic Holdings
6
Osaic Holdings
Arizona
$253K +$25.1K +985 +11%
Morgan Stanley
7
Morgan Stanley
New York
$169K -$2.45K -96 -1%
US Bancorp
8
US Bancorp
Minnesota
$25K – – –
UBS Group
9
UBS Group
Switzerland
$24K +$16.5K +648 +197%
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.6K – – –
HI
11
Harbour Investments
Wisconsin
$18K – – –
GRP
12
Global Retirement Partners
California
$10K -$510 -20 -5%
MW
13
Milestone Wealth
New York
$5K – – –
ARMC
14
American Research & Management Company
Massachusetts
$2K – – –
BAM
15
Baldrige Asset Management
Pennsylvania
$1K – – –
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
– -$14K -655 Closed

BBC Hedge Fund Activity: Q3 2022 in Review

16 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Virtus Biotech Clinical Trials ETF (BBC) for Q3 2022, worth a combined $5.97M — up 25% from $4.78M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new BBC positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $928K. The largest seller was Royal Bank of Canada, cutting an estimated $881K.

  • 16 institutional investors held Virtus Biotech Clinical Trials ETF (BBC) as of Q3 2022, up from 15 in Q2 2022.
  • Funds reported $5.97M of Virtus Biotech Clinical Trials ETF stock for Q3 2022, up 25% quarter-over-quarter.
  • 2 funds opened new Virtus Biotech Clinical Trials ETF positions in Q3 2022 and 1 closed out, a net change of +1 holder.
  • The largest Virtus Biotech Clinical Trials ETF buyer in Q3 2022 was Rockefeller Capital Management, an estimated $928K added.
  • The largest Virtus Biotech Clinical Trials ETF seller in Q3 2022 was Royal Bank of Canada, an estimated $881K sold.

Based on aggregated 13F filings for Q3 2022.