We are live on ! Find out more
BBC icon

Virtus Biotech Clinical Trials ETF
BBC

18 hedge funds and large institutions have $3.06M invested in Virtus Biotech Clinical Trials ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more capital invested

Capital invested by funds: $1.27M → $3.06M (+$1.79M)

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

13.41% more ownership

Funds ownership: 14.39% → 27.79% (+13%)

13% more funds holding

Funds holding: 16 → 18 (+2)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
2
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$944K
2
Morgan Stanley
Morgan Stanley
New York
+$231K
3
Citadel Advisors
Citadel Advisors
Florida
+$35.8K
4
DI
DAGCO Inc
Ohio
+$15.8K
5
ODG
O'Dell Group
Ohio
+$2.31K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$37.6K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$9K
3
Wells Fargo
Wells Fargo
California
-$6.32K
4
UBS Group
UBS Group
Switzerland
-$1.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.17M +$944K +47,852 New
Citadel Advisors
2
Citadel Advisors
Florida
$913K +$35.8K +1,815 +5%
Morgan Stanley
3
Morgan Stanley
New York
$446K +$231K +11,706 +180%
LPL Financial
4
LPL Financial
California
$357K -$37.6K -1,906 -12%
UBS Group
5
UBS Group
Switzerland
$35.4K -$1.6K -81 -5%
US Bancorp
6
US Bancorp
Minnesota
$24.5K – – –
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.5K – – –
DI
8
DAGCO Inc
Ohio
$19.6K +$15.8K +802 New
DWS
9
Dynamic Wealth Strategies
California
$19.6K +$15.8K +802 New
DSC
10
Duncker Streett & Co
Missouri
$18.4K – – –
Osaic Holdings
11
Osaic Holdings
Arizona
$10.9K – – –
HI
12
Harbour Investments
Wisconsin
$10.7K – – –
GRP
13
Global Retirement Partners
California
$6.01K – – –
ODG
14
O'Dell Group
Ohio
$2.86K +$2.31K +117 New
BWP
15
Baldwin Wealth Partners
Massachusetts
$2.44K – – –
DF
16
DecisionPoint Financial
Arizona
$1.52K – – –
AF
17
Allworth Financial
California
$245 – – –
NA
18
NewEdge Advisors
Louisiana
$122 – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– -$9K -462 Closed
Wells Fargo
20
Wells Fargo
California
– -$6.32K -322 Closed

BBC Hedge Fund Activity: Q4 2023 in Review

18 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Virtus Biotech Clinical Trials ETF (BBC) for Q4 2023, worth a combined $3.06M — up 141% from $1.27M a quarter earlier.

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

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $944K. The largest seller was LPL Financial, cutting an estimated $37.6K.

  • 18 institutional investors held Virtus Biotech Clinical Trials ETF (BBC) as of Q4 2023, up from 16 in Q3 2023.
  • Funds reported $3.06M of Virtus Biotech Clinical Trials ETF stock for Q4 2023, up 141% quarter-over-quarter.
  • 4 funds opened new Virtus Biotech Clinical Trials ETF positions in Q4 2023 and 2 closed out, a net change of +2 holders.
  • The largest Virtus Biotech Clinical Trials ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $944K added.
  • The largest Virtus Biotech Clinical Trials ETF seller in Q4 2023 was LPL Financial, an estimated $37.6K sold.

Based on aggregated 13F filings for Q4 2023.