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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
Morgan Stanley
1
Morgan Stanley
New York
$21.7M +$9.82M +63,817 +95%
Goldman Sachs
2
Goldman Sachs
New York
$18.7M -$165K -1,072 -0.9%
Bank of America
3
Bank of America
North Carolina
$18.2M +$8.75M +56,859 +107%
MIM
4
Miller Investment Management
Pennsylvania
$17M -$11.2M -73,079 -42%
JP Morgan Chase
5
JP Morgan Chase
New York
$12.9M +$2.81M +18,266 +31%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.97M +$213K +1,381 +5%
CIG
7
Consolidated Investment Group
Colorado
$4.91M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.38M +$267K +1,732 +7%
UBS Group
9
UBS Group
Switzerland
$3.97M -$465K -3,021 -11%
LPL Financial
10
LPL Financial
California
$3.45M -$3.41M -22,184 -52%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.33M -$274K -1,778 -8%
CCA
12
Conservest Capital Advisors
Pennsylvania
$3.24M -$74.8K -486 -2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.16M +$756K +4,909 +35%
PGFC
14
Peapack-Gladstone Financial Corp
New Jersey
$3.13M -$547K -3,554 -16%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.13M -$178K -1,156 -6%
VWM
16
Valley Wealth Managers
New Jersey
$2.84M -$280K -1,821 -10%
FFN
17
Focus Financial Network
Minnesota
$2.33M +$2.17M +14,083 New
BRM
18
Boston Research & Management
Massachusetts
$2.1M
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.9M
AGC
20
Aspen Grove Capital
Colorado
$1.64M +$6.62K +43 +0.4%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.57M -$31.9K -207 -2%
GT
22
Glenview Trust
Kentucky
$1.54M
Wells Fargo
23
Wells Fargo
California
$1.34M +$15.7K +102 +1%
IFWM
24
Institute for Wealth Management
Colorado
$1.27M -$18.5K -120 -2%
LJAC
25
L.J. Altfest & Co
New York
$1.25M -$12.5K -81 -1%

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.