Virtus Biotech Clinical Trials ETF
9 hedge funds and large institutions have $1.68M invested in Virtus Biotech Clinical Trials ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 5 closing their positions.
7.49% less ownership
Funds ownership: 27.55% → 20.06% (-7.5%)
31% less funds holding
Funds holding: 13 → 9 (-4)
45% less capital invested
Capital invested by funds: $3.08M → $1.68M (-$1.4M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.24K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.64K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$968K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$65.5K |
| 3 |
Morgan Stanley
New York
|
-$45.7K |
| 4 |
DWS
Dynamic Wealth Strategies
Granite Bay,
California
|
-$22K |
| 5 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.05M | -$65.5K | -2,374 | -5% |
|
|
2
LPL Financial
San Diego,
California
| $312K | +$6.24K | +226 | +2% |
|
|
3
Morgan Stanley
New York
| $275K | -$45.7K | -1,656 | -13% |
|
4
US Bancorp
Minneapolis,
Minnesota
| $23.9K | – | – | – |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $10.7K | – | – | – |
|
|
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $7.04K | -$15K | -544 | -65% |
|
|
7
UBS Group
Zurich,
Switzerland
| $4.02K | +$4.64K | +168 | New |
|
|
AF
8
Allworth Financial
Folsom,
California
| $229 | – | – | – |
|
|
NA
9
NewEdge Advisors
New Orleans,
Louisiana
| $120 | – | – | – |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$968K | -34,631 | Closed |
|
|
DWS
11
Dynamic Wealth Strategies
Granite Bay,
California
| – | -$22K | -802 | Closed |
|
|
HI
12
Harbour Investments
Madison,
Wisconsin
| – | -$6.48K | -232 | Closed |
|
|
BWP
13
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$2.79K | -100 | Closed |
|
|
VWM
14
Venturi Wealth Management
Austin,
Texas
| – | -$1.23K | -44 | Closed |
|
BBC Hedge Fund Activity: Q4 2024 in Review
9 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Virtus Biotech Clinical Trials ETF (BBC) for Q4 2024, worth a combined $1.68M — down 45% from $3.08M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BBC and 1 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 1 added.
The largest buyer was LPL Financial, adding an estimated $6.24K. The largest seller was Citadel Advisors, exiting entirely with an estimated $968K sold.
- 9 institutional investors held Virtus Biotech Clinical Trials ETF (BBC) as of Q4 2024, down from 13 in Q3 2024.
- Funds reported $1.68M of Virtus Biotech Clinical Trials ETF stock for Q4 2024, down 45% quarter-over-quarter.
- 1 fund opened new Virtus Biotech Clinical Trials ETF positions in Q4 2024 and 5 closed out, a net change of -4 holders.
- The largest Virtus Biotech Clinical Trials ETF buyer in Q4 2024 was LPL Financial, an estimated $6.24K added.
- The largest Virtus Biotech Clinical Trials ETF seller in Q4 2024 was Citadel Advisors, an estimated $968K sold.
Based on aggregated 13F filings for Q4 2024.