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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
CIC
101
Carnegie Investment Counsel
Ohio
-$204K -2,916 Closed
SWP
102
Stratos Wealth Partners
Ohio
-$203K -2,907 Closed
C
103
Covestor
United Kingdom
-$47K -670 Closed
HR
104
Howe & Rusling
New York
-$30.7K -440 Closed
BTI
105
Blue Trust Inc
Georgia
-$19.7K -304 Closed
BWP
106
Baldwin Wealth Partners
Massachusetts
-$3.49K -50 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.