Invesco NASDAQ Biotechnology ETF
IBBQ
12 hedge funds and large institutions have $8.05M invested in Invesco NASDAQ Biotechnology ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
15% more capital invested
Capital invested by funds: $7.03M → $8.05M (+$1.03M)
1.33% less ownership
Funds ownership: 42.2% → 40.87% (-1.3%)
8% less funds holding
Funds holding: 13 → 12 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAM
Knightsbridge Asset Management
Newport Beach,
California
|
+$577K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$144K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$49.2K |
| 4 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$11.6K |
| 5 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$1.24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$368K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$75.6K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$37.1K |
| 4 |
Morgan Stanley
New York
|
-$19.8K |
| 5 |
WWP
WR Wealth Planners
Columbia,
Missouri
|
-$13.6K |
IBBQ Hedge Fund Activity: Q4 2023 in Review
12 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Invesco NASDAQ Biotechnology ETF (IBBQ) for Q4 2023, worth a combined $8.05M — up 15% from $7.03M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of IBBQ and 3 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 5 added.
The largest buyer was Knightsbridge Asset Management, opening a new position worth an estimated $577K. The largest seller was Citadel Advisors, exiting entirely with an estimated $368K sold.
- 12 institutional investors held Invesco NASDAQ Biotechnology ETF (IBBQ) as of Q4 2023, down from 13 in Q3 2023.
- Funds reported $8.05M of Invesco NASDAQ Biotechnology ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 3 funds opened new Invesco NASDAQ Biotechnology ETF positions in Q4 2023 and 4 closed out, a net change of -1 holder.
- The largest Invesco NASDAQ Biotechnology ETF buyer in Q4 2023 was Knightsbridge Asset Management, an estimated $577K added.
- The largest Invesco NASDAQ Biotechnology ETF seller in Q4 2023 was Citadel Advisors, an estimated $368K sold.
Based on aggregated 13F filings for Q4 2023.