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VanEck Biotech ETF

71 hedge funds and large institutions have $120M invested in VanEck Biotech ETF in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $6.29M | Put options by funds: $3.83M

1.88% less ownership

Funds ownership: 24.14%22.25% (-1.9%)

21% less funds holding

Funds holding: 9071 (-19)

28% less capital invested

Capital invested by funds: $167M → $120M (-$47.4M)

43% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 30

68% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 25

Holders
71
Holders Change
-19
Holders Change %
-21.11%
% of All Funds
1.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
30
Closed
25
Calls
$6.29M
Puts
$3.83M
Net Calls
+$2.46M
Net Calls Change
+$2.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.9M +$4.42M +42,383 +28%
Goldman Sachs
2
Goldman Sachs
New York
$13.6M -$3.75K -36 -0%
UBS Group
3
UBS Group
Switzerland
$10.8M -$1.69M -16,175 -13%
LPL Financial
4
LPL Financial
California
$6.25M -$937K -8,988 -13%
Citigroup
5
Citigroup
New York
$5.23M
Truist Financial
6
Truist Financial
North Carolina
$4.49M +$759K +7,276 +20%
MCM
7
Murphy Capital Management
New Jersey
$4.31M -$296K -2,837 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.04M +$980K +9,392 +32%
LFM
9
Lumina Fund Management
New York
$3.7M
BPC
10
Banque Pictet & Cie
Switzerland
$3.68M -$1.39M -13,305 -27%
Citadel Advisors
11
Citadel Advisors
Florida
$3.62M -$529K -5,074 -13%
JP Morgan Chase
12
JP Morgan Chase
New York
$2.96M -$711K -6,814 -19%
SFS
13
Strategic Financial Services
New York
$2.85M +$580K +5,558 +25%
VF
14
Virtu Financial
New York
$2.8M +$2.81M +26,976 New
SG Americas Securities
15
SG Americas Securities
New York
$2.69M +$2.25M +21,550 +488%
AL
16
Aspiriant LLC
California
$2.64M +$2.66M +25,491 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.39M +$32.7K +314 +1%
Creative Planning
18
Creative Planning
Kansas
$2.26M +$125K +1,200 +6%
BRM
19
Boston Research & Management
Massachusetts
$2.1M +$319K +3,060 +18%
Jane Street
20
Jane Street
New York
$1.43M -$1.56K -15 -0.1%
AFG
21
Albion Financial Group
Utah
$1.32M -$2.92K -28 -0.2%
Millennium Management
22
Millennium Management
New York
$1.18M +$774K +7,424 +188%
Bank of America
23
Bank of America
North Carolina
$1.08M -$224K -2,146 -17%
Ameriprise
24
Ameriprise
Minnesota
$1.07M -$529K -5,069 -33%
Stifel Financial
25
Stifel Financial
Missouri
$820K -$89.4K -857 -10%

BBH Hedge Fund Activity: Q1 2016 in Review

71 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in VanEck Biotech ETF (BBH) for Q1 2016, worth a combined $120M — down 28% from $167M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of BBH and 8 opened new positions — a net loss of 17 holders — while 30 trimmed existing stakes and 17 added.

The largest buyer was Morgan Stanley, adding an estimated $4.42M. The largest seller was Credit Suisse, exiting entirely with an estimated $8.85M sold.

  • 71 institutional investors held VanEck Biotech ETF (BBH) as of Q1 2016, down from 90 in Q4 2015.
  • Funds reported $120M of VanEck Biotech ETF stock for Q1 2016, down 28% quarter-over-quarter.
  • 8 funds opened new VanEck Biotech ETF positions in Q1 2016 and 25 closed out, a net change of -17 holders.
  • The largest VanEck Biotech ETF buyer in Q1 2016 was Morgan Stanley, an estimated $4.42M added.
  • The largest VanEck Biotech ETF seller in Q1 2016 was Credit Suisse, an estimated $8.85M sold.

Based on aggregated 13F filings for Q1 2016.