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Virtus Biotech ETF

17 hedge funds and large institutions have $9.77M invested in Virtus Biotech ETF in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

4.11% less ownership

Funds ownership: 33.86%29.75% (-4.1%)

11% less funds holding

Funds holding: 1917 (-2)

18% less capital invested

Capital invested by funds: $11.9M → $9.77M (-$2.1M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.56M +$221K +5,218 +5%
SMG
2
Smart Money Group
Texas
$2.09M -$40.1K -945 -2%
Stifel Financial
3
Stifel Financial
Missouri
$646K +$10.6K +250 +2%
FAIM
4
Financial Advocates Investment Management
Washington
$587K -$23.3K -550 -4%
LPL Financial
5
LPL Financial
California
$564K -$72.6K -1,711 -12%
Citadel Advisors
6
Citadel Advisors
Florida
$463K +$447K +10,547 New
Morgan Stanley
7
Morgan Stanley
New York
$250K +$237K +5,580 +4,982%
JP Morgan Chase
8
JP Morgan Chase
New York
$168K -$2.71K -64 -2%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$167K
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.7K
IA
11
IFP Advisors
Florida
$67K
UBS Group
12
UBS Group
Switzerland
$48K +$2.33K +55 +5%
FWM
13
Focused Wealth Management
New York
$31K
MIFH
14
Migdal Insurance & Financial Holdings
Israel
$15K +$14.8K +350 New
CFA
15
Carroll Financial Associates
North Carolina
$11K
SWM
16
SeaCrest Wealth Management
New York
$9K
YWP
17
YorkBridge Wealth Partners
New York
$6K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$1.26M -30,466 Closed
VF
19
Virtu Financial
New York
-$1.23M -29,795 Closed
Jane Street
20
Jane Street
New York
-$668K -16,174 Closed
PAG
21
Private Advisor Group
New Jersey
-$288K -6,970 Closed

BBP Hedge Fund Activity: Q2 2018 in Review

17 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Virtus Biotech ETF (BBP) for Q2 2018, worth a combined $9.77M — down 18% from $11.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BBP and 2 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 4 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $447K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.26M sold.

  • 17 institutional investors held Virtus Biotech ETF (BBP) as of Q2 2018, down from 19 in Q1 2018.
  • Funds reported $9.77M of Virtus Biotech ETF stock for Q2 2018, down 18% quarter-over-quarter.
  • 2 funds opened new Virtus Biotech ETF positions in Q2 2018 and 4 closed out, a net change of -2 holders.
  • The largest Virtus Biotech ETF buyer in Q2 2018 was Citadel Advisors, an estimated $447K added.
  • The largest Virtus Biotech ETF seller in Q2 2018 was Susquehanna International Group, an estimated $1.26M sold.

Based on aggregated 13F filings for Q2 2018.