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Virtus Biotech Clinical Trials ETF
BBC

14 hedge funds and large institutions have $2.81M invested in Virtus Biotech Clinical Trials ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $2.11M → $2.81M (+$701K)

9.71% more ownership

Funds ownership: 18.11% → 27.81% (+9.7%)

18% less funds holding

Funds holding: 17 → 14 (-3)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
14
Holders Change
-3
Holders Change %
-17.65%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.07M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$565K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$507K
2
LPL Financial
LPL Financial
California
-$45K
3
DSC
Duncker Streett & Co
Missouri
-$21.9K
4
UBS Group
UBS Group
Switzerland
-$20.3K
5
Comerica Bank
Comerica Bank
Texas
-$6.62K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$1.01M +$1.07M +40,100 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$847K +$565K +21,177 +171%
Morgan Stanley
3
Morgan Stanley
New York
$538K -$507K -18,991 -47%
LPL Financial
4
LPL Financial
California
$321K -$45K -1,688 -12%
US Bancorp
5
US Bancorp
Minnesota
$25.3K – – –
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.2K – – –
DWS
7
Dynamic Wealth Strategies
California
$20K – – –
Osaic Holdings
8
Osaic Holdings
Arizona
$11.3K – – –
HI
9
Harbour Investments
Wisconsin
$7.83K – – –
BWP
10
Baldwin Wealth Partners
Massachusetts
$2.53K – – –
GRP
11
Global Retirement Partners
California
$1.11K – – –
Comerica Bank
12
Comerica Bank
Texas
$884 -$6.62K -248 -88%
AF
13
Allworth Financial
California
$278 – – –
NA
14
NewEdge Advisors
Louisiana
$126 – – –
DSC
15
Duncker Streett & Co
Missouri
– -$21.9K -752 Closed
UBS Group
16
UBS Group
Switzerland
– -$20.3K -698 Closed
DF
17
DecisionPoint Financial
Arizona
– -$1.59K -62 Closed
Fidelity Investments
18
Fidelity Investments
Massachusetts
– -$350 -12 Closed

BBC Hedge Fund Activity: Q2 2024 in Review

14 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Virtus Biotech Clinical Trials ETF (BBC) for Q2 2024, worth a combined $2.81M — up 33% from $2.11M a quarter earlier.

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

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.07M. The largest seller was Morgan Stanley, cutting an estimated $507K.

  • 14 institutional investors held Virtus Biotech Clinical Trials ETF (BBC) as of Q2 2024, down from 17 in Q1 2024.
  • Funds reported $2.81M of Virtus Biotech Clinical Trials ETF stock for Q2 2024, up 33% quarter-over-quarter.
  • 1 fund opened new Virtus Biotech Clinical Trials ETF positions in Q2 2024 and 4 closed out, a net change of -3 holders.
  • The largest Virtus Biotech Clinical Trials ETF buyer in Q2 2024 was Citadel Advisors, an estimated $1.07M added.
  • The largest Virtus Biotech Clinical Trials ETF seller in Q2 2024 was Morgan Stanley, an estimated $507K sold.

Based on aggregated 13F filings for Q2 2024.