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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
MML Investors Services
51
MML Investors Services
Massachusetts
$206K -$36.5K -530 -15%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$190K +$1.38K +20 +0.7%
FFA
53
Farther Finance Advisors
California
$161K +$166K +2,415 New
Jones Financial Companies
54
Jones Financial Companies
Missouri
$154K +$55.2K +801 +53%
GT
55
Glenmede Trust
Pennsylvania
$124K
CAL
56
Capital Analysts LLC
Pennsylvania
$114K +$42.4K +615 +56%
WB
57
Webster Bank
Connecticut
$111K
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$95.5K
MEG
59
Millstone Evans Group
Colorado
$63.7K +$66K +958 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$48.6K -$189K -2,735 -79%
HI
61
Harbour Investments
Wisconsin
$47.8K -$6.55K -95 -12%
FPB
62
First PREMIER Bank
South Dakota
$45K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$44.3K -$8.62K -125 -16%
BlackRock
64
BlackRock
New York
$44.1K +$31K +450 +211%
JP Morgan Chase
65
JP Morgan Chase
New York
$43.2K +$10.3K +150 +30%
OC
66
Oakworth Capital
Alabama
$40.6K
GRP
67
Global Retirement Partners
California
$39.9K
AWM
68
AE Wealth Management
Kansas
$39.9K +$41.4K +600 New
SPIA
69
Steward Partners Investment Advisory
New York
$38.7K +$1.31K +19 +3%
NA
70
NewEdge Advisors
Louisiana
$37.5K -$3.58K -52 -8%
HCM
71
Hollencrest Capital Management
California
$34.4K
GWSG
72
GPS Wealth Strategies Group
Colorado
$33.3K +$2.41K +35 +8%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$30.3K
HWM
74
Hemington Wealth Management
Virginia
$28K +$9.45K +137 +46%
William Blair & Company
75
William Blair & Company
Illinois
$26.6K

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.