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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
GW
76
GW & Wade
Massachusetts
$207K +$205K +1,295 New
JIP
77
Jaffetilchin Investment Partners
Florida
$207K +$205K +1,294 New
IA
78
IFP Advisors
Florida
$166K -$1.58K -10 -0.7%
UB
79
UMB Bank
Missouri
$144K – – –
TSWM
80
Tyler-Stone Wealth Management
Ohio
$131K – – –
ASN
81
Advisory Services Network
Georgia
$108K +$107K +675 New
KTC
82
Kistler-Tiffany Companies
Pennsylvania
$75.9K +$317 +2 +0.4%
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$74.9K -$91.4K -577 -55%
CT
84
Caldwell Trust
Florida
$67.9K – – –
William Blair & Company
85
William Blair & Company
Illinois
$67.9K – – –
NSIM
86
North Star Investment Management
Illinois
$66.2K +$158 +1 +0.2%
CAL
87
Capital Analysts LLC
Pennsylvania
$65K +$317 +2 +0.5%
USCWA
88
U.S. Capital Wealth Advisors
Texas
$59.9K +$59.4K +375 New
BCV
89
Banque Cantonale Vaudoise
Switzerland
$54K +$53.5K +338 New
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.9K – – –
AF
91
Arrow Financial
New York
$40K – – –
TC
92
Truvestments Capital
Florida
$39.9K – – –
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$38.9K – – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$33.6K +$28K +177 +521%
First Manhattan
95
First Manhattan
New York
$31.9K – – –
AIM
96
Anchor Investment Management
South Carolina
$26.4K – – –
US Bancorp
97
US Bancorp
Minnesota
$24K – – –
EDRH
98
Edmond de Rothschild Holding
Switzerland
$20.8K – – –
AF
99
Allworth Financial
California
$19.2K – – –
AWM
100
Activest Wealth Management
Florida
$18.7K +$18.2K +115 New
2 3
4
5 6

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.