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Invesco Nasdaq Biotechnology ETF (IBBQ) Institutional Ownership

Invesco Nasdaq Biotechnology ETF logo
$34.62 +1.00 (+2.97%)
Closing price 10/9/2026 04:00 PM Eastern
Extended Trading
$34.62 +0.00 (+0.01%)
As of 10/9/2026 07:33 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco Nasdaq Biotechnology ETF (NASDAQ:IBBQ)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$8.89M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$3.10M
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IBBQ Institutional Buying and Selling by Quarter

Invesco Nasdaq Biotechnology ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026Valeo Financial Advisors LLC8,425$296K0.0%N/A0.272%
8/22/2026Concurrent Investment Advisors LLC14,202$464K0.0%-3.4%0.607%
4/28/2026Ascentis Independent Advisors1,067$31K0.0%N/A0.047%
4/21/2026WMS Group LLC59,416$1.72M2.5%-60.4%2.629%
4/20/2026Breakwater Capital Group6,906$200K0.0%N/A0.306%
3/3/2026WMS Group LLC149,855$4.26M5.4%N/A5.970%
2/17/2026GeoWealth Management LLC2,988$85K0.0%-83.9%0.119%
2/17/2026Osaic Holdings Inc.7,989$227K0.0%+66.1%0.318%
2/17/2026Royal Bank of Canada1,306$37K0.0%N/A0.052%
2/13/2026CreativeOne Wealth LLC10,072$286K0.0%N/A0.401%
2/12/2026Orion Porfolio Solutions LLC13,801$392K0.0%N/A0.550%
2/11/2026LPL Financial LLC42,977$1.22M0.0%N/A1.712%
2/6/2026Ignite Planners LLC7,563$220K0.0%N/A0.301%
2/4/2026Independent Advisor Alliance22,993$653K0.0%N/A0.927%
2/3/2026International Assets Investment Management LLC1,450$41K0.0%N/A0.058%
11/18/2025Advisory Services Network LLC2,127$52K0.0%N/A0.128%
11/13/2025GeoWealth Management LLC18,559$451K0.0%N/A1.118%
11/10/2025MAI Capital Management1,250$30K0.0%-38.7%0.075%
11/6/2025Beckerman Institutional LLC10,599$258K0.2%N/A0.638%
11/5/2025MMA Asset Management LLC2,093$51K0.0%N/A0.126%
11/3/2025Mirae Asset Global Investments Co. Ltd.215,722$5.25M0.0%+7.3%12.995%
9/4/2025Osaic Holdings Inc.4,757$101K0.0%+28.4%0.313%
8/15/2025IHT Wealth Management LLC9,979$211K0.0%N/A0.657%
8/14/2025Raymond James Financial Inc.7,032$149K0.0%N/A0.463%
8/4/2025Atria Investments Inc9,979$211K0.0%N/A0.657%
7/21/2025Mirae Asset Global Investments Co. Ltd.201,005$4.25M0.0%-9.9%11.486%
5/14/2025CreativeOne Wealth LLC10,500$222K0.0%N/A0.580%
5/14/2025Partners Capital Investment Group LLP25,833$547K0.0%+100.0%1.427%
4/10/2025Breakwater Capital Group22,942$486K0.1%N/A1.233%
2/17/2025Citadel Advisors LLC10,709$230K0.0%-19.4%0.605%
2/14/2025Tower Research Capital LLC TRC28,061$604K0.0%+148.5%1.585%
2/13/2025Raymond James Financial Inc.41,261$888K0.0%N/A2.331%
2/13/2025Advisory Services Network LLC53,609$1.15M0.0%+5.8%3.029%
2/6/2025Raymond James Financial Inc.41,261$888K0.0%N/A2.331%
1/31/2025Partners Capital Investment Group LLP12,917$278K0.0%-50.0%0.730%
1/30/2025Strategic Financial Concepts LLC78,957$1.70M0.1%N/A4.461%
1/28/2025Strategic Financial Concepts LLC78,957$1.70M0.0%N/A4.461%
1/27/2025Mirae Asset Global Investments Co. Ltd.223,059$4.85M0.0%-14.1%12.602%
10/23/2024Mirae Asset Global Investments Co. Ltd.259,733$6.16M0.0%+22.7%15.935%
10/11/2024ORG Partners LLC1,067$25K0.0%N/A0.068%
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5/14/2024Lake Street Advisors Group LLC12,917$286K0.0%N/A0.879%
4/25/2024Eudaimonia Partners LLC41,612$923K0.2%N/A2.831%
4/25/2024Eudaimonia Advisors LLC70,693$1.57M0.8%N/A4.809%
10/26/2023Mirae Asset Global Investments Co. Ltd.211,596$4.19M0.0%+2.4%25.190%
8/14/2023Partners Capital Investment Group LLP25,717$525K0.0%+100.4%3.062%
8/10/2023Mirae Asset Global Investments Co. Ltd.206,596$4.22M0.0%-0.2%24.595%
5/9/2023Tower Research Capital LLC TRC16,824$348K0.0%+18.4%1.753%
4/21/2023Capital Investment Advisory Services LLC11,001$228K0.0%-5.6%1.146%
2/9/2023Mirae Asset Global Investments Co. Ltd.207,096$4.37M0.0%-30.6%21.800%
2/8/2023Raymond James Financial Services Advisors Inc.29,366$619K0.0%+16.2%3.091%
2/8/2023Banco BTG Pactual S.A.37,266$786K0.4%-2.7%3.923%
11/15/2022Partners Capital Investment Group LLP12,806$242K0.0%N/A1.348%
11/15/2022Lake Street Advisors Group LLC12,806$242K0.0%N/A1.281%
11/15/2022Banco BTG Pactual S.A.38,307$725K0.4%-1.8%3.831%
11/10/2022Tower Research Capital LLC TRC37,649$712K0.0%-12.6%3.765%
10/26/2022Capital Investment Advisory Services LLC11,350$215K0.0%+6.1%1.135%
10/25/2022Raymond James Financial Services Advisors Inc.25,273$478K0.0%N/A2.527%
7/26/2022Mirae Asset Global Investments Co. Ltd.328,196$6.18M0.0%+4.7%29.303%


IBBQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 27 institutional investors and hedge funds held shares of Invesco Nasdaq Biotechnology ETF. The most heavily invested institutionals were Mirae Asset Global Investments Co. Ltd. ($5.25M), WMS Group LLC ($1.72M), Strategic Financial Concepts LLC ($1.70M), LPL Financial LLC ($1.22M), Independent Advisor Alliance ($653K), Tower Research Capital LLC TRC ($604K), and Partners Capital Investment Group LLP ($547K).Learn more on Invesco Nasdaq Biotechnology ETF's institutional investors.

Of the 24 institutional investors that purchased Invesco Nasdaq Biotechnology ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($157.91K), WMS Group LLC ($149.86K), Raymond James Financial Inc. ($89.55K), Mirae Asset Global Investments Co. Ltd. ($62.85K), LPL Financial LLC ($42.98K), Breakwater Capital Group ($29.85K), and Independent Advisor Alliance ($22.99K).

Institutional investors have bought a total of 317,688 shares in the last 24 months. This purchase volume represents approximately $8.89M in transactions.

The following institutional investors have sold Invesco Nasdaq Biotechnology ETF stock in the last 24 months: WMS Group LLC ($90.44K), GeoWealth Management LLC ($15.57K), MAI Capital Management ($790.00), and Concurrent Investment Advisors LLC ($499.00).

Institutional investors have sold a total of 107,299 shares in the last 24 months. This volume of shares sold represents approximately $3.10M in transactions.


Related Companies

Institutional ownership data for NASDAQ:IBBQ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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