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VanEck Biotech ETF
BBH

113 hedge funds and large institutions have $151M invested in VanEck Biotech ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1.87% less ownership

Funds ownership: 35.35% → 33.48% (-1.9%)

3% less funds holding

Funds holding: 116 → 113 (-3)

11% less capital invested

Capital invested by funds: $169M → $151M (-$18M)

Holders
113
Holders Change
-3
Holders Change %
-2.59%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
31
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.74M
2
Jane Street
Jane Street
New York
+$1.58M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$953K
4
LPL Financial
LPL Financial
California
+$582K
5
JP Morgan Chase
JP Morgan Chase
New York
+$576K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.98M
2
Bank of America
Bank of America
North Carolina
-$9.91M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.13M
4
FFN
Focus Financial Network
Minnesota
-$2.33M
5
ACA
Atlas Capital Advisors
Wyoming
-$942K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$19M +$268K +1,619 +1%
MIM
2
Miller Investment Management
Pennsylvania
$17.2M +$109K +656 +0.6%
JP Morgan Chase
3
JP Morgan Chase
New York
$13.5M +$576K +3,477 +4%
Morgan Stanley
4
Morgan Stanley
New York
$11.8M -$9.98M -60,255 -46%
Bank of America
5
Bank of America
North Carolina
$8.36M -$9.91M -59,873 -54%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.06M +$56.3K +340 +1%
CIG
7
Consolidated Investment Group
Colorado
$4.94M – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.82M +$410K +2,479 +9%
UBS Group
9
UBS Group
Switzerland
$4.21M +$208K +1,254 +5%
LPL Financial
10
LPL Financial
California
$4.06M +$582K +3,517 +17%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$3.82M +$3.74M +22,563 +5,284%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.65M +$292K +1,765 +9%
VWM
13
Valley Wealth Managers
New Jersey
$3.21M +$355K +2,146 +13%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.19M +$8.45K +51 +0.3%
CCA
15
Conservest Capital Advisors
Pennsylvania
$3.15M -$111K -670 -3%
PGFC
16
Peapack-Gladstone Financial Corp
New Jersey
$2.53M -$615K -3,715 -20%
BRM
17
Boston Research & Management
Massachusetts
$2.12M – – –
Jane Street
18
Jane Street
New York
$1.97M +$1.58M +9,512 +411%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.92M +$4.14K +25 +0.2%
AGC
20
Aspen Grove Capital
Colorado
$1.65M – – –
GT
21
Glenview Trust
Kentucky
$1.55M – – –
HighTower Advisors
22
HighTower Advisors
Illinois
$1.46M -$114K -689 -7%
Wells Fargo
23
Wells Fargo
California
$1.39M +$37.3K +225 +3%
LJAC
24
L.J. Altfest & Co
New York
$1.31M +$52.8K +319 +4%
IFWM
25
Institute for Wealth Management
Colorado
$1.28M – – –
1
2 3 4 5

BBH Hedge Fund Activity: Q1 2024 in Review

113 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Biotech ETF (BBH) for Q1 2024, worth a combined $151M — down 11% from $169M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BBH and 12 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 31 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $3.74M. The largest seller was Morgan Stanley, cutting an estimated $9.98M.

  • 113 institutional investors held VanEck Biotech ETF (BBH) as of Q1 2024, down from 116 in Q4 2023.
  • Funds reported $151M of VanEck Biotech ETF stock for Q1 2024, down 11% quarter-over-quarter.
  • 12 funds opened new VanEck Biotech ETF positions in Q1 2024 and 13 closed out, a net change of -1 holder.
  • The largest VanEck Biotech ETF buyer in Q1 2024 was Northwestern Mutual Wealth Management, an estimated $3.74M added.
  • The largest VanEck Biotech ETF seller in Q1 2024 was Morgan Stanley, an estimated $9.98M sold.

Based on aggregated 13F filings for Q1 2024.