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VanEck Biotech ETF

116 hedge funds and large institutions have $143M invested in VanEck Biotech ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

68.34% more ownership

Funds ownership: 33.48%101.82% (+68%)

3% more funds holding

Funds holding: 113116 (+3)

6% less capital invested

Capital invested by funds: $151M → $143M (-$8.64M)

32% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 34

Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
23
Reduced
34
Closed
7
Calls
$960K
Puts
Net Calls
+$960K
Net Calls Change
+$960K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$1.06M -$20.4K -125 -2%
Cerity Partners
27
Cerity Partners
New York
$1.03M -$45.5K -278 -4%
PSF
28
Pacific Sun Financial
California
$980K -$24.5K -150 -3%
ACA
29
Atlas Capital Advisors
Wyoming
$960K +$932K +5,700 New
KAS
30
Kestra Advisory Services
Texas
$945K +$31.4K +192 +4%
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$839K
Wealthfront Advisers
32
Wealthfront Advisers
California
$755K +$167K +1,021 +29%
AL
33
Aspiriant LLC
California
$730K -$12.3K -75 -2%
Ameriprise
34
Ameriprise
Minnesota
$726K -$88.8K -543 -11%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$674K
NWA
36
Navis Wealth Advisors
New York
$665K
AssetMark Inc
37
AssetMark Inc
California
$589K -$130K -796 -19%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$533K -$180K -1,100 -26%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$513K
PWP
40
Pursue Wealth Partners
California
$505K
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$464K -$3.14M -19,179 -87%
Truist Financial
42
Truist Financial
North Carolina
$455K +$16.4K +100 +4%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$450K +$434K +2,653 +13,265%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$387K -$26.3K -161 -7%
WJWM
45
Williams Jones Wealth Management
New York
$371K
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$370K -$582K -3,561 -62%
PVI
47
Pine Valley Investments
New Jersey
$365K +$3.27K +20 +0.9%
LFAS
48
Level Four Advisory Services
Texas
$365K +$355K +2,170 New
GCM
49
Glaxis Capital Management
Florida
$337K +$327K +2,000 New
Creative Planning
50
Creative Planning
Kansas
$326K +$6.71K +41 +2%

BBH Hedge Fund Activity: Q2 2024 in Review

116 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Biotech ETF (BBH) for Q2 2024, worth a combined $143M — down 5.7% from $151M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BBH positions and 7 closed out — a net gain of 5 holders — while 23 added to existing stakes and 34 trimmed.

The largest buyer was GFS Advisors, opening a new position worth an estimated $289M. The largest seller was JP Morgan Chase, cutting an estimated $10.9M.

  • 116 institutional investors held VanEck Biotech ETF (BBH) as of Q2 2024, up from 113 in Q1 2024.
  • Funds reported $143M of VanEck Biotech ETF stock for Q2 2024, down 5.7% quarter-over-quarter.
  • 12 funds opened new VanEck Biotech ETF positions in Q2 2024 and 7 closed out, a net change of +5 holders.
  • The largest VanEck Biotech ETF buyer in Q2 2024 was GFS Advisors, an estimated $289M added.
  • The largest VanEck Biotech ETF seller in Q2 2024 was JP Morgan Chase, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2024.