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VanEck Biotech ETF
BBH

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: 110 → 116 (+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: 1 → 0 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.82M
2
Bank of America
Bank of America
North Carolina
+$8.75M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.81M
4
FFN
Focus Financial Network
Minnesota
+$2.17M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$992K

Top Sellers

Rank Fund Capital Flow
1
MIM
Miller Investment Management
Pennsylvania
-$11.2M
2
LPL Financial
LPL Financial
California
-$3.41M
3
FFP
FourThought Financial Partners
Florida
-$615K
4
PGFC
Peapack-Gladstone Financial Corp
New Jersey
-$547K
5
UBS Group
UBS Group
Switzerland
-$465K
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
101
Whittier Trust
California
$16.5K – – –
FP
102
Financial Perspectives
Minnesota
$14.5K – – –
HWM
103
HighMark Wealth Management
Minnesota
$13.2K – – –
HCM
104
Hollencrest Capital Management
California
$11.6K – – –
WIM
105
Westside Investment Management
California
$10.8K – – –
GFPC
106
Global Financial Private Client
Florida
$7.27K – – –
NA
107
NewEdge Advisors
Louisiana
$6.33K -$3.08K -20 -34%
CPA
108
Cardiff Park Advisors
California
$5.79K +$5.39K +35 New
AIP
109
Ameritas Investment Partners
Nebraska
$4.96K – – –
LFA
110
LGT Financial Advisors
Texas
$4.15K – – –
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$3.97K – – –
PP
112
Pacifica Partners
Canada
$3.83K – – –
VanEck Associates
113
VanEck Associates
New York
$3K – – –
CFGS
114
Concourse Financial Group Securities
Alabama
$1.82K – – –
BHWM
115
Beaird Harris Wealth Management
Texas
$1.16K – – –
DSC
116
Duncker Streett & Co
Missouri
$331 +$308 +2 New
FFP
117
FourThought Financial Partners
Florida
– -$615K -3,947 Closed
GFG
118
Greystone Financial Group
Michigan
– -$306K -1,966 Closed
FTUS
119
Flow Traders U.S.
New York
– -$279K -1,794 Closed
PFA
120
Pettinga Financial Advisors
Indiana
– -$248K -1,595 Closed
SFPG
121
Stonebridge Financial Planning Group
Florida
– -$209K -1,345 Closed
IF
122
Integrity Financial
Wyoming
– -$103K -664 Closed
LFASL
123
Lugano Financial Advisors SA (LFA)
Switzerland
– -$60K -385 Closed
CG
124
Cutler Group
California
– -$17.7K -115 Closed
TWC
125
TD Waterhouse Canada
Ontario, Canada
– -$4.63K -30 Closed
1 2 3 4
5

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.