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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
ASN
76
Advisory Services Network
Georgia
$101K +$93.6K +608 New
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$70.6K
CT
78
Caldwell Trust
Florida
$70.3K
William Blair & Company
79
William Blair & Company
Illinois
$70.3K
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$67K +$924 +6 +2%
PS
81
Principal Securities
Iowa
$65.6K +$61.1K +397 New
NSIM
82
North Star Investment Management
Illinois
$61.6K -$6.46K -42 -10%
LA
83
LM Advisors
California
$56.2K +$52.3K +340 New
BCV
84
Banque Cantonale Vaudoise
Switzerland
$51K -$3.08K -20 -6%
FWM
85
FSA Wealth Management
Massachusetts
$50K +$46.6K +303 New
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.6K
US Bancorp
87
US Bancorp
Minnesota
$49K
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$47.8K +$8.47K +55 +24%
AF
89
Arrow Financial
New York
$41.3K
HI
90
Harbour Investments
Wisconsin
$41.3K
TC
91
Truvestments Capital
Florida
$41.3K
TRCT
92
Tower Research Capital (TRC)
New York
$40.8K -$250K -1,625 -87%
T
93
Tidemark
California
$34.2K +$31.9K +207 New
Fidelity Investments
94
Fidelity Investments
Massachusetts
$28K +$9.39K +61 +56%
AIM
95
Anchor Investment Management
South Carolina
$26.4K
First Manhattan
96
First Manhattan
New York
$24.8K
EDRH
97
Edmond de Rothschild Holding
Switzerland
$21.5K
GRP
98
Global Retirement Partners
California
$20.6K +$18.9K +123 New
AF
99
Allworth Financial
California
$19.8K
FCMT
100
Founders Capital Management (Texas)
Texas
$16.5K

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.