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Invesco Biotechnology & Genome ETF

102 hedge funds and large institutions have $92.4M invested in Invesco Biotechnology & Genome ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more funds holding

Funds holding: 100102 (+2)

0% less capital invested

Capital invested by funds: $92.8M → $92.4M (-$388K)

1.43% less ownership

Funds ownership: 36.06%34.63% (-1.4%)

60% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 35

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
76
GPS Wealth Strategies Group
Colorado
$32.5K
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$31.8K -$8.03K -116 -20%
HR
78
Howe & Rusling
New York
$30.7K +$30.5K +440 New
William Blair & Company
79
William Blair & Company
Illinois
$27.9K
FP
80
Financial Perspectives
Minnesota
$24.4K
AssetMark Inc
81
AssetMark Inc
California
$22.7K
RF
82
Robbins Farley
New Hampshire
$20.2K +$69 +1 +0.3%
HWM
83
Hemington Wealth Management
Virginia
$20K +$20.6K +297 New
BTI
84
Blue Trust Inc
Georgia
$19.7K +$19.3K +279 +1,116%
BlackRock
85
BlackRock
New York
$14.9K
S
86
SignatureFD
Georgia
$14.9K
ME
87
McIlrath & Eck
Washington
$14.3K
Comerica Bank
88
Comerica Bank
Texas
$14.2K -$3.46K -50 -20%
TFGT
89
TS Financial Group (TSFG)
Illinois
$14K
FA
90
Financial Avengers
California
$13.9K
CPG
91
Cornerstone Planning Group
New Jersey
$11.3K -$69 -1 -0.6%
FHA
92
First Horizon Advisors
Tennessee
$10.9K
HIA
93
Harbor Investment Advisory
Maryland
$10.5K
WWP
94
WR Wealth Planners
Missouri
$6.98K
T
95
Tidemark
California
$6.35K
FCA
96
FinTrust Capital Advisors
South Carolina
$6.28K
AWM
97
Aspire Wealth Management
Massachusetts
$6.22K
AIP
98
Ameritas Investment Partners
Nebraska
$4.89K
PA
99
Parallel Advisors
California
$3.9K -$69 -1 -2%
BWP
100
Baldwin Wealth Partners
Massachusetts
$3.49K

PBE Hedge Fund Activity: Q3 2024 in Review

102 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2024, worth a combined $92.4M — down 0.42% from $92.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PBE positions and 7 closed out — a net gain of 2 holders — while 14 added to existing stakes and 35 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.2M. The largest seller was Gerber Kawasaki Wealth & Investment Management, cutting an estimated $6.65M.

  • 102 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2024, up from 100 in Q2 2024.
  • Funds reported $92.4M of Invesco Biotechnology & Genome ETF stock for Q3 2024, down 0.42% quarter-over-quarter.
  • 9 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2024 and 7 closed out, a net change of +2 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $1.2M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q3 2024 was Gerber Kawasaki Wealth & Investment Management, an estimated $6.65M sold.

Based on aggregated 13F filings for Q3 2024.