Virtus Biotech ETF
12 hedge funds and large institutions have $3.13M invested in Virtus Biotech ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
61% more capital invested
Capital invested by funds: $1.94M → $3.13M (+$1.19M)
9% more funds holding
Funds holding: 11 → 12 (+1)
5.05% more ownership
Funds ownership: 12.91% → 17.96% (+5.1%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$559K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$209K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$22.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$17.9K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $981K | +$209K | +4,133 | +32% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $868K | -$6.17K | -122 | -0.8% |
|
|
3
Morgan Stanley
New York
| $774K | +$559K | +11,050 | +488% |
|
|
4
LPL Financial
San Diego,
California
| $283K | -$17.9K | -354 | -7% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $109K | – | – | – |
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $32K | – | – | – |
|
|
DSC
7
Duncker Streett & Co
St. Louis,
Missouri
| $31K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $26K | +$22.7K | +448 | New |
|
|
FWM
9
Focused Wealth Management
Newburgh,
New York
| $11.6K | – | – | – |
|
10
Wells Fargo
San Francisco,
California
| $8.71K | – | – | – |
|
|
GEA
11
Glen Eagle Advisors
Kingston,
New Jersey
| $2.9K | – | – | – |
|
|
PBK
12
Peoples Bank (Kansas)
Pratt,
Kansas
| $2.85K | – | – | – |
|
BBP Hedge Fund Activity: Q4 2023 in Review
12 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Virtus Biotech ETF (BBP) for Q4 2023, worth a combined $3.13M — up 61% from $1.94M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new BBP positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $559K. The largest seller was LPL Financial, cutting an estimated $17.9K.
- 12 institutional investors held Virtus Biotech ETF (BBP) as of Q4 2023, up from 11 in Q3 2023.
- Funds reported $3.13M of Virtus Biotech ETF stock for Q4 2023, up 61% quarter-over-quarter.
- 1 fund opened new Virtus Biotech ETF positions in Q4 2023 and 0 closed out, a net change of +1 holder.
- The largest Virtus Biotech ETF buyer in Q4 2023 was Morgan Stanley, an estimated $559K added.
- The largest Virtus Biotech ETF seller in Q4 2023 was LPL Financial, an estimated $17.9K sold.
Based on aggregated 13F filings for Q4 2023.