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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
PVI
51
Pine Valley Investments
New Jersey
$355K +$38.5K +250 +13%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$341K +$462 +3 +0.1%
BFC
53
Blue Fin Capital
Rhode Island
$295K -$123K -799 -31%
AssetMark Inc
54
AssetMark Inc
California
$294K +$140K +911 +105%
TYCC
55
Texas Yale Capital Corp
Florida
$285K
IWC
56
Integrated Wealth Concepts
Massachusetts
$281K -$154 -1 -0.1%
PAG
57
Private Advisor Group
New Jersey
$277K
Creative Planning
58
Creative Planning
Kansas
$270K +$178K +1,156 +243%
UCB
59
United Community Bank
South Carolina
$264K
CIBC World Market
60
CIBC World Market
Ontario, Canada
$264K -$6K -39 -2%
MML Investors Services
61
MML Investors Services
Massachusetts
$250K -$25.7K -167 -10%
EH
62
Equitable Holdings
New York
$245K +$228K +1,482 New
RSWM
63
Robertson Stephens Wealth Management
California
$244K
SC
64
Scotia Capital
Ontario, Canada
$236K -$30.8K -200 -12%
HFAS
65
Hummer Financial Advisory Services
Illinois
$233K
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$224K +$208K +1,354 New
OC
67
Oppenheimer & Co
New York
$215K -$115K -750 -37%
CB
68
Commerce Bank
Missouri
$215K
CWP
69
Cyndeo Wealth Partners
Florida
$215K
GW
70
GW & Wade
Massachusetts
$214K
HWM
71
Howard Wealth Management
Connecticut
$201K +$187K +1,218 New
Comerica Bank
72
Comerica Bank
Texas
$155K +$2.92K +19 +2%
UB
73
UMB Bank
Missouri
$149K
TSWM
74
Tyler-Stone Wealth Management
Ohio
$136K
NP
75
NorthRock Partners
Minnesota
$104K +$97.1K +631 New

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.