We are live on ! Find out more
PBE icon

Invesco Biotechnology & Genome ETF

96 hedge funds and large institutions have $88M invested in Invesco Biotechnology & Genome ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.03% more ownership

Funds ownership: 34.63%35.66% (+1%)

5% less capital invested

Capital invested by funds: $92.4M → $88M (-$4.39M)

6% less funds holding

Funds holding: 10296 (-6)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

35% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 31

Holders
96
Holders Change
-6
Holders Change %
-5.88%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GM
26
GeoWealth Management
Illinois
$682K -$160K -2,320 -18%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$667K
Osaic Holdings
28
Osaic Holdings
Arizona
$606K -$205K -2,974 -25%
DWM
29
Dakota Wealth Management
Florida
$603K -$13.8K -200 -2%
Citadel Advisors
30
Citadel Advisors
Florida
$569K +$590K +8,551 New
IHL
31
Investment House LLC
California
$531K +$23.8K +345 +5%
KAS
32
Kestra Advisory Services
Texas
$472K +$164K +2,383 +51%
HighTower Advisors
33
HighTower Advisors
Illinois
$469K -$3.31K -48 -0.7%
JIC
34
Joel Isaacson & Co
New York
$448K
PSF
35
Pacific Sun Financial
California
$419K -$32.7K -475 -7%
SAM
36
SignalPoint Asset Management
Missouri
$413K
HBT
37
Hills Bank & Trust
Iowa
$411K -$2.34K -34 -0.5%
CFD
38
Creative Financial Designs
Indiana
$353K -$21.9K -317 -6%
AWM
39
Axxcess Wealth Management
California
$351K -$4.62K -67 -1%
FHA
40
Flagship Harbor Advisors
Massachusetts
$339K -$210K -3,041 -37%
Pathstone Holdings
41
Pathstone Holdings
New Jersey
$333K -$345K -5,000 -50%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$321K
ACS
43
Archford Capital Strategies
Illinois
$306K -$49.5K -718 -14%
SFM
44
Signet Financial Management
New Jersey
$290K -$3.86K -56 -1%
Two Sigma Investments
45
Two Sigma Investments
New York
$273K -$145K -2,100 -34%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$271K +$26.9K +390 +11%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$257K
CMS
48
Capital Market Strategies
Florida
$248K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$228K
SB
50
Strategic Blueprint
Georgia
$213K

PBE Hedge Fund Activity: Q4 2024 in Review

96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2024, worth a combined $88M — down 4.7% from $92.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PBE and 8 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 20 added.

The largest buyer was Goldman Sachs, adding an estimated $2.05M. The largest seller was CreativeOne Wealth, cutting an estimated $353K.

  • 96 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2024, down from 102 in Q3 2024.
  • Funds reported $88M of Invesco Biotechnology & Genome ETF stock for Q4 2024, down 4.7% quarter-over-quarter.
  • 8 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2024 and 9 closed out, a net change of -1 holder.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q4 2024 was Goldman Sachs, an estimated $2.05M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q4 2024 was CreativeOne Wealth, an estimated $353K sold.

Based on aggregated 13F filings for Q4 2024.