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Virtus Biotech ETF

15 hedge funds and large institutions have $9.68M invested in Virtus Biotech ETF in 2019 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.69% less ownership

Funds ownership: 43.2%38.51% (-4.7%)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

29% less funds holding

Funds holding: 2115 (-6)

36% less capital invested

Capital invested by funds: $15.1M → $9.68M (-$5.38M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 6

Holders
15
Holders Change
-6
Holders Change %
-28.57%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
4
Reduced
5
Closed
6
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
$4.91M +$309K +8,070 +6%
SMG
2
Smart Money Group
Texas
$2.19M +$102K +2,655 +5%
FAIM
3
Financial Advocates Investment Management
Washington
$461K
Citadel Advisors
4
Citadel Advisors
Florida
$447K +$63.6K +1,660 +15%
Jane Street
5
Jane Street
New York
$386K -$198K -5,153 -32%
LPL Financial
6
LPL Financial
California
$360K -$13.4K -350 -3%
Stifel Financial
7
Stifel Financial
Missouri
$317K -$50K -1,305 -13%
AWCI
8
Alpine Woods Capital Investors
New York
$305K
UBS Group
9
UBS Group
Switzerland
$115K +$42.6K +1,112 +53%
Morgan Stanley
10
Morgan Stanley
New York
$77K -$2.8K -73 -3%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$53K -$86.3K -2,250 -60%
PMFA
12
Plante Moran Financial Advisors
Michigan
$30K
FWM
13
Focused Wealth Management
New York
$25K
CFA
14
Carroll Financial Associates
North Carolina
$9K
CFB
15
Cullen/Frost Bankers
Texas
$3K
RFWA
16
RPg Family Wealth Advisory
Massachusetts
-$3.74M -91,103 Closed
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
-$231K -5,628 Closed
JP Morgan Chase
18
JP Morgan Chase
New York
-$172K -4,260 Closed
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
-$19K -468 Closed
Bank of America
20
Bank of America
North Carolina
-$17K -410 Closed
YWP
21
YorkBridge Wealth Partners
New York
-$5K -130 Closed

BBP Hedge Fund Activity: Q3 2019 in Review

15 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Virtus Biotech ETF (BBP) for Q3 2019, worth a combined $9.68M — down 36% from $15.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BBP and 0 opened new positions — a net loss of 6 holders — while 5 trimmed existing stakes and 4 added.

The largest buyer was Royal Bank of Canada, adding an estimated $309K. The largest seller was RPg Family Wealth Advisory, exiting entirely with an estimated $3.74M sold.

  • 15 institutional investors held Virtus Biotech ETF (BBP) as of Q3 2019, down from 21 in Q2 2019.
  • Funds reported $9.68M of Virtus Biotech ETF stock for Q3 2019, down 36% quarter-over-quarter.
  • 0 funds opened new Virtus Biotech ETF positions in Q3 2019 and 6 closed out, a net change of -6 holders.
  • The largest Virtus Biotech ETF buyer in Q3 2019 was Royal Bank of Canada, an estimated $309K added.
  • The largest Virtus Biotech ETF seller in Q3 2019 was RPg Family Wealth Advisory, an estimated $3.74M sold.

Based on aggregated 13F filings for Q3 2019.