We are live on ! Find out more
BBH icon

VanEck Biotech ETF

116 hedge funds and large institutions have $169M invested in VanEck Biotech ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

12% more capital invested

Capital invested by funds: $152M → $169M (+$17.9M)

5% more funds holding

Funds holding: 110116 (+6)

1.78% more ownership

Funds ownership: 33.56%35.35% (+1.8%)

33% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 33

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
116
Holders Change
+6
Holders Change %
+5.45%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
22
Reduced
33
Closed
9
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
AL
26
Aspiriant LLC
California
$1.22M -$6.16K -40 -0.5%
RJA
27
Raymond James & Associates
Florida
$1.2M -$14.9K -97 -1%
Stifel Financial
28
Stifel Financial
Missouri
$1.18M -$23.2K -151 -2%
Corient Private Wealth
29
Corient Private Wealth
Florida
$1.07M +$992K +6,445 New
Ameriprise
30
Ameriprise
Minnesota
$1.06M -$20.9K -136 -2%
PSF
31
Pacific Sun Financial
California
$998K -$8K -52 -0.9%
Cerity Partners
32
Cerity Partners
New York
$951K +$8K +52 +0.9%
ACA
33
Atlas Capital Advisors
Wyoming
$942K
KAS
34
Kestra Advisory Services
Texas
$894K +$362K +2,349 +77%
CAN
35
Cetera Advisor Networks
California
$870K +$20.2K +131 +3%
CCM
36
Condor Capital Management
New Jersey
$800K +$745K +4,837 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$730K -$226K -1,470 -25%
Citadel Advisors
38
Citadel Advisors
Florida
$714K +$250K +1,621 +60%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$661K
NWA
40
Navis Wealth Advisors
New York
$653K +$2.62K +17 +0.4%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$572K +$532K +3,458 New
TC
42
Telemus Capital
Michigan
$503K -$11.5K -75 -2%
PWP
43
Pursue Wealth Partners
California
$496K
Wealthfront Advisers
44
Wealthfront Advisers
California
$486K -$352K -2,290 -44%
Truist Financial
45
Truist Financial
North Carolina
$480K -$238K -1,544 -35%
WJWM
46
Williams Jones Wealth Management
New York
$398K
Marshall Wace
47
Marshall Wace
United Kingdom
$388K +$362K +2,350 New
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$385K +$339K +2,205 +2,940%
Jane Street
49
Jane Street
New York
$383K -$49.7K -323 -12%
Osaic Holdings
50
Osaic Holdings
Arizona
$372K -$32.6K -212 -9%

BBH Hedge Fund Activity: Q4 2023 in Review

116 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Biotech ETF (BBH) for Q4 2023, worth a combined $169M — up 12% from $152M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BBH positions and 9 closed out — a net gain of 8 holders — while 22 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.82M. The largest seller was Miller Investment Management, cutting an estimated $11.2M.

  • 116 institutional investors held VanEck Biotech ETF (BBH) as of Q4 2023, up from 110 in Q3 2023.
  • Funds reported $169M of VanEck Biotech ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 17 funds opened new VanEck Biotech ETF positions in Q4 2023 and 9 closed out, a net change of +8 holders.
  • The largest VanEck Biotech ETF buyer in Q4 2023 was Morgan Stanley, an estimated $9.82M added.
  • The largest VanEck Biotech ETF seller in Q4 2023 was Miller Investment Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q4 2023.