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VanEck Biotech ETF
BBH

120 hedge funds and large institutions have $156M invested in VanEck Biotech ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

28% more capital invested

Capital invested by funds: $121M → $156M (+$34.1M)

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

18% more funds holding

Funds holding: 102 → 120 (+18)

3% more ownership

Funds ownership: 28.43% → 31.43% (+3%)

Holders
120
Holders Change
+18
Holders Change %
+17.65%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
31
Reduced
26
Closed
7
Calls
$432K
Puts
–
Net Calls
+$432K
Net Calls Change
+$404K

Top Buyers

Rank Fund Capital Flow
1
CCA
Conservest Capital Advisors
Pennsylvania
+$3.23M
2
LPL Financial
LPL Financial
California
+$2.65M
3
LJAC
L.J. Altfest & Co
New York
+$2.47M
4
Goldman Sachs
Goldman Sachs
New York
+$2.04M
5
Morgan Stanley
Morgan Stanley
New York
+$1.96M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.67M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$831K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$657K
4
TIA
Traphagen Investment Advisors
New Jersey
-$588K
5
WEG
World Equity Group
Illinois
-$282K
Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
51
Williams Jones Wealth Management
New York
$425K – – –
Truist Financial
52
Truist Financial
North Carolina
$420K -$129K -814 -24%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$411K +$407K +2,570 New
FNBOSM
54
First National Bank of South Miami
Florida
$388K – – –
IAMOG
55
Investors Asset Management of Georgia
Georgia
$383K -$206K -1,300 -35%
Wealthfront Advisers
56
Wealthfront Advisers
California
$379K +$56.5K +357 +18%
AT
57
American Trust
Kentucky
$377K +$5.23K +33 +1%
Osaic Holdings
58
Osaic Holdings
Arizona
$366K +$23.1K +146 +7%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$356K +$269K +1,697 +321%
SPM
60
Symmetry Peak Management
Pennsylvania
$351K +$348K +2,200 New
Jane Street
61
Jane Street
New York
$344K +$341K +2,153 New
SFPG
62
Stonebridge Financial Planning Group
Florida
$316K -$9.5K -60 -3%
SC
63
Scotia Capital
Ontario, Canada
$314K -$3.96K -25 -1%
CIBC World Market
64
CIBC World Market
Ontario, Canada
$311K +$20.6K +130 +7%
CS
65
Comerica Securities
Michigan
$279K +$277K +1,748 New
TYCC
66
Texas Yale Capital Corp
Florida
$276K – – –
RSWM
67
Robertson Stephens Wealth Management
California
$272K +$270K +1,705 New
PFA
68
Pettinga Financial Advisors
Indiana
$271K +$268K +1,695 New
WANY
69
Wealthspire Advisors (New York)
New York
$246K – – –
HWM
70
Howard Wealth Management
Connecticut
$223K +$221K +1,398 New
HFAS
71
Hummer Financial Advisory Services
Illinois
$217K +$215K +1,360 New
KW
72
KWB Wealth
California
$216K +$214K +1,352 New
CB
73
Commerce Bank
Missouri
$208K +$206K +1,300 New
CWP
74
Cyndeo Wealth Partners
Florida
$208K +$206K +1,300 New
IWC
75
Integrated Wealth Concepts
Massachusetts
$207K -$37.1K -234 -15%
1 2
3
4 5

BBH Hedge Fund Activity: Q4 2022 in Review

120 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Biotech ETF (BBH) for Q4 2022, worth a combined $156M — up 28% from $121M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BBH positions and 7 closed out — a net gain of 18 holders — while 31 added to existing stakes and 26 trimmed.

The largest buyer was Conservest Capital Advisors, opening a new position worth an estimated $3.23M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.67M sold.

  • 120 institutional investors held VanEck Biotech ETF (BBH) as of Q4 2022, up from 102 in Q3 2022.
  • Funds reported $156M of VanEck Biotech ETF stock for Q4 2022, up 28% quarter-over-quarter.
  • 25 funds opened new VanEck Biotech ETF positions in Q4 2022 and 7 closed out, a net change of +18 holders.
  • The largest VanEck Biotech ETF buyer in Q4 2022 was Conservest Capital Advisors, an estimated $3.23M added.
  • The largest VanEck Biotech ETF seller in Q4 2022 was Citadel Advisors, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2022.