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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
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$14.9M +$450K +6,527 +3%
Morgan Stanley
2
Morgan Stanley
New York
$13M +$79.4K +1,152 +0.6%
LPL Financial
3
LPL Financial
California
$6.13M +$104K +1,503 +2%
UBS Group
4
UBS Group
Switzerland
$5.03M -$261K -3,786 -5%
Wells Fargo
5
Wells Fargo
California
$4.94M -$88.4K -1,283 -2%
Bank of America
6
Bank of America
North Carolina
$4.59M +$146K +2,116 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.1M +$307K +4,446 +8%
Goldman Sachs
8
Goldman Sachs
New York
$2.37M +$2.05M +29,709 +508%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.73M +$259K +3,764 +17%
YIA
10
YHB Investment Advisors
Connecticut
$1.63M -$3.45K -50 -0.2%
OCM
11
One Capital Management
California
$1.61M -$14.8K -214 -0.9%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.54M -$37.7K -547 -2%
CW
13
CreativeOne Wealth
Kansas
$1.49M -$353K -5,127 -19%
IFWM
14
Institute for Wealth Management
Colorado
$1.38M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.31M -$86.6K -1,256 -6%
PIM
16
Penobscot Investment Management
Massachusetts
$1.29M +$31K +450 +2%
Raymond James Financial
17
Raymond James Financial
Florida
$1.26M +$1.3M +18,878 New
MWM
18
Massachusetts Wealth Management
Massachusetts
$1.23M +$15.9K +230 +1%
US Bancorp
19
US Bancorp
Minnesota
$1.1M
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.07M -$85.4K -1,239 -7%
NW
21
NewEdge Wealth
Pennsylvania
$1.04M
AFM
22
Abbot Financial Management
Massachusetts
$888K
Stifel Financial
23
Stifel Financial
Missouri
$772K -$100K -1,457 -11%
IWM
24
IHT Wealth Management
Illinois
$745K -$63.7K -924 -8%
NDSI
25
Newman Dignan & Sheerar Inc
Rhode Island
$723K -$37.9K -550 -5%

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.