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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
FCMT
101
Founders Capital Management (Texas)
Texas
$16K – – –
WT
102
Whittier Trust
California
$16K – – –
FP
103
Financial Perspectives
Minnesota
$14.1K – – –
HWM
104
HighMark Wealth Management
Minnesota
$12.8K – – –
National Bank of Canada
105
National Bank of Canada
Quebec, Canada
$12K – – –
LFASL
106
Lugano Financial Advisors SA (LFA)
Switzerland
$12K – – –
HCM
107
Hollencrest Capital Management
California
$11.2K +$11.1K +70 New
Citigroup
108
Citigroup
New York
$8.15K – – –
RIA
109
Realta Investment Advisors
Delaware
$8.02K – – –
BAM
110
Belpointe Asset Management
Nevada
$7.51K +$7.45K +47 New
HI
111
Harbour Investments
Wisconsin
$7.03K -$3.33K -21 -32%
GFPC
112
Global Financial Private Client
Florida
$7.03K – – –
AIP
113
Ameritas Investment Partners
Nebraska
$4.79K – – –
PP
114
Pacifica Partners
Canada
$3.97K – – –
CFGS
115
Concourse Financial Group Securities
Alabama
$3.35K – – –
VanEck Associates
116
VanEck Associates
New York
$3K – – –
SPIA
117
Steward Partners Investment Advisory
New York
$2.24K -$634 -4 -22%
BHWM
118
Beaird Harris Wealth Management
Texas
$1.12K – – –
NA
119
NewEdge Advisors
Louisiana
$7 +$7.13K +45 New
Citadel Advisors
120
Citadel Advisors
Florida
– -$1.67M -11,834 Closed
WEG
121
World Equity Group
Illinois
– -$282K -2,000 Closed
IAA
122
Ironsides Asset Advisors
North Carolina
– -$273K -1,940 Closed
PAG
123
Private Advisor Group
New Jersey
– -$225K -1,600 Closed
Creative Planning
124
Creative Planning
Kansas
– -$211K -1,501 Closed
EIP
125
Ellis Investment Partners
Pennsylvania
– -$15K -111 Closed
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.