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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
FP
76
Financial Perspectives
Minnesota
$23.3K
AssetMark Inc
77
AssetMark Inc
California
$21.6K
PC
78
Promus Capital
Illinois
$18.8K +$19.4K +282 New
S
79
SignatureFD
Georgia
$14.2K
ME
80
McIlrath & Eck
Washington
$13.6K
Comerica Bank
81
Comerica Bank
Texas
$13.5K
Citigroup
82
Citigroup
New York
$13.3K -$34.5K -500 -71%
FA
83
Financial Avengers
California
$13.3K
TFGT
84
TS Financial Group (TSFG)
Illinois
$13K
RF
85
Robbins Farley
New Hampshire
$12.9K -$6.55K -95 -33%
CPG
86
Cornerstone Planning Group
New Jersey
$11.4K
FHA
87
First Horizon Advisors
Tennessee
$10.4K
HIA
88
Harbor Investment Advisory
Maryland
$9.98K
MCM
89
MAI Capital Management
Ohio
$8.32K +$8.62K +125 New
MPWT
90
MassMutual Private Wealth & Trust
Connecticut
$8.32K +$8.62K +125 New
WWP
91
WR Wealth Planners
Missouri
$6.65K
T
92
Tidemark
California
$6.05K
AIP
93
Ameritas Investment Partners
Nebraska
$4.66K
PA
94
Parallel Advisors
California
$3.71K
CAS
95
Coppell Advisory Solutions
Texas
$2.46K
BBPWM
96
Blue Bell Private Wealth Management
Pennsylvania
$1.4K
HNB
97
Huntington National Bank
Ohio
$67
Jane Street
98
Jane Street
New York
-$295K -4,221 Closed
WBG
99
Wharton Business Group
Pennsylvania
-$252K -3,616 Closed
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
-$217K -3,107 Closed

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.