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VanEck Biotech ETF
BBH

113 hedge funds and large institutions have $151M invested in VanEck Biotech ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1.87% less ownership

Funds ownership: 35.35% → 33.48% (-1.9%)

3% less funds holding

Funds holding: 116 → 113 (-3)

11% less capital invested

Capital invested by funds: $169M → $151M (-$18M)

Holders
113
Holders Change
-3
Holders Change %
-2.59%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
31
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.74M
2
Jane Street
Jane Street
New York
+$1.58M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$953K
4
LPL Financial
LPL Financial
California
+$582K
5
JP Morgan Chase
JP Morgan Chase
New York
+$576K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.98M
2
Bank of America
Bank of America
North Carolina
-$9.91M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.13M
4
FFN
Focus Financial Network
Minnesota
-$2.33M
5
ACA
Atlas Capital Advisors
Wyoming
-$942K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$315K +$43.7K +264 +16%
PAG
52
Private Advisor Group
New Jersey
$312K +$33.1K +200 +12%
TYCC
53
Texas Yale Capital Corp
Florida
$287K – – –
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$281K +$55.5K +335 +25%
FHA
55
Flagship Harbor Advisors
Massachusetts
$281K +$280K +1,689 New
IWC
56
Integrated Wealth Concepts
Massachusetts
$275K -$7.95K -48 -3%
BFC
57
Blue Fin Capital
Rhode Island
$274K -$22.9K -138 -8%
UCB
58
United Community Bank
South Carolina
$266K – – –
CIBC World Market
59
CIBC World Market
Ontario, Canada
$253K -$13.2K -80 -5%
MML Investors Services
60
MML Investors Services
Massachusetts
$248K -$3.97K -24 -2%
RSWM
61
Robertson Stephens Wealth Management
California
$238K -$7.12K -43 -3%
HFAS
62
Hummer Financial Advisory Services
Illinois
$235K – – –
OC
63
Oppenheimer & Co
New York
$220K +$3.31K +20 +2%
TRCT
64
Tower Research Capital (TRC)
New York
$217K +$175K +1,058 +428%
CB
65
Commerce Bank
Missouri
$216K – – –
CWP
66
Cyndeo Wealth Partners
Florida
$216K – – –
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$205K +$214K +1,295 New
HWM
68
Howard Wealth Management
Connecticut
$203K – – –
CA
69
Continuum Advisory
Idaho
$162K +$163K +984 New
Comerica Bank
70
Comerica Bank
Texas
$153K -$3.31K -20 -2%
UB
71
UMB Bank
Missouri
$150K – – –
TSWM
72
Tyler-Stone Wealth Management
Ohio
$136K – – –
NP
73
NorthRock Partners
Minnesota
$105K – – –
CT
74
Caldwell Trust
Florida
$70.7K – – –
William Blair & Company
75
William Blair & Company
Illinois
$70.7K – – –
1 2
3
4 5

BBH Hedge Fund Activity: Q1 2024 in Review

113 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Biotech ETF (BBH) for Q1 2024, worth a combined $151M — down 11% from $169M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BBH and 12 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 31 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $3.74M. The largest seller was Morgan Stanley, cutting an estimated $9.98M.

  • 113 institutional investors held VanEck Biotech ETF (BBH) as of Q1 2024, down from 116 in Q4 2023.
  • Funds reported $151M of VanEck Biotech ETF stock for Q1 2024, down 11% quarter-over-quarter.
  • 12 funds opened new VanEck Biotech ETF positions in Q1 2024 and 13 closed out, a net change of -1 holder.
  • The largest VanEck Biotech ETF buyer in Q1 2024 was Northwestern Mutual Wealth Management, an estimated $3.74M added.
  • The largest VanEck Biotech ETF seller in Q1 2024 was Morgan Stanley, an estimated $9.98M sold.

Based on aggregated 13F filings for Q1 2024.