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Virtus Biotech Clinical Trials ETF
BBC

16 hedge funds and large institutions have $1.99M invested in Virtus Biotech Clinical Trials ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% less funds holding

Funds holding: 19 → 16 (-3)

17.88% less ownership

Funds ownership: 34.4% → 16.52% (-18%)

67% less capital invested

Capital invested by funds: $6.02M → $1.99M (-$4.02M)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 5

Holders
16
Holders Change
-3
Holders Change %
-15.79%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$824K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$2.5M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$722K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$633K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$566K
5
UBS Group
UBS Group
Switzerland
-$82.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$718K +$824K +32,763 New
LPL Financial
2
LPL Financial
California
$412K -$38.6K -1,533 -8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$408K -$566K -22,501 -55%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$233K -$633K -25,137 -70%
Morgan Stanley
5
Morgan Stanley
New York
$123K -$20.1K -800 -12%
US Bancorp
6
US Bancorp
Minnesota
$21.9K – – –
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.4K – – –
DSC
8
Duncker Streett & Co
Missouri
$16.5K – – –
HI
9
Harbour Investments
Wisconsin
$16.2K – – –
Osaic Holdings
10
Osaic Holdings
Arizona
$14.8K – – –
GRP
11
Global Retirement Partners
California
$5.6K -$3.9K -155 -40%
BWP
12
Baldwin Wealth Partners
Massachusetts
$2.19K – – –
DF
13
DecisionPoint Financial
Arizona
$1.36K – – –
BAM
14
Baldrige Asset Management
Pennsylvania
$1K – – –
AF
15
Allworth Financial
California
$220 – – –
NA
16
NewEdge Advisors
Louisiana
$110 – – –
Goldman Sachs
17
Goldman Sachs
New York
– -$2.5M -100,000 Closed
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
– -$722K -28,912 Closed
UBS Group
19
UBS Group
Switzerland
– -$82.2K -3,290 Closed
MCC
20
Money Concepts Capital
Florida
– -$9.25K -370 Closed

BBC Hedge Fund Activity: Q1 2023 in Review

16 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Virtus Biotech Clinical Trials ETF (BBC) for Q1 2023, worth a combined $1.99M — down 67% from $6.02M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BBC and 1 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 0 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $824K. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.5M sold.

  • 16 institutional investors held Virtus Biotech Clinical Trials ETF (BBC) as of Q1 2023, down from 19 in Q4 2022.
  • Funds reported $1.99M of Virtus Biotech Clinical Trials ETF stock for Q1 2023, down 67% quarter-over-quarter.
  • 1 fund opened new Virtus Biotech Clinical Trials ETF positions in Q1 2023 and 4 closed out, a net change of -3 holders.
  • The largest Virtus Biotech Clinical Trials ETF buyer in Q1 2023 was Citadel Advisors, an estimated $824K added.
  • The largest Virtus Biotech Clinical Trials ETF seller in Q1 2023 was Goldman Sachs, an estimated $2.5M sold.

Based on aggregated 13F filings for Q1 2023.