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Invesco Nasdaq Biotechnology ETF (IBBQ) Institutional Ownership

Invesco Nasdaq Biotechnology ETF logo
$29.61 +0.09 (+0.30%)
As of 10:31 AM Eastern

Institutional Ownership Changes (13F Filings) for Invesco Nasdaq Biotechnology ETF (NASDAQ:IBBQ)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$9.18M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$3.55M
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IBBQ Institutional Buying and Selling by Quarter

Invesco Nasdaq Biotechnology ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/28/2026 Ascentis Independent Advisors1,067$31K0.0%N/A0.047%
4/21/2026 WMS Group LLC59,416$1.72M2.5%-60.4%2.629%
4/20/2026 Breakwater Capital Group6,906$200K0.0%N/A0.306%
3/3/2026 WMS Group LLC149,855$4.26M5.4%N/A5.970%
2/17/2026 GeoWealth Management LLC2,988$85K0.0%-83.9%0.119%
2/17/2026 Osaic Holdings Inc.7,989$227K0.0%+66.1%0.318%
2/17/2026 Royal Bank of Canada1,306$37K0.0%N/A0.052%
2/13/2026 CreativeOne Wealth LLC10,072$286K0.0%N/A0.401%
2/12/2026 Orion Porfolio Solutions LLC13,801$392K0.0%N/A0.550%
2/11/2026 LPL Financial LLC42,977$1.22M0.0%N/A1.712%
2/6/2026 Ignite Planners LLC7,563$220K0.0%N/A0.301%
2/4/2026 Independent Advisor Alliance22,993$653K0.0%N/A0.927%
2/3/2026 International Assets Investment Management LLC1,450$41K0.0%N/A0.058%
11/18/2025 Advisory Services Network LLC2,127$52K0.0%N/A0.128%
11/13/2025 GeoWealth Management LLC18,559$451K0.0%N/A1.118%
11/10/2025 MAI Capital Management1,250$30K0.0%-38.7%0.075%
11/6/2025 Beckerman Institutional LLC10,599$258K0.2%N/A0.638%
11/5/2025 MMA Asset Management LLC2,093$51K0.0%N/A0.126%
11/3/2025 Mirae Asset Global Investments Co. Ltd.215,722$5.25M0.0%+7.3%12.995%
9/4/2025 Osaic Holdings Inc.4,757$101K0.0%+28.4%0.313%
8/15/2025 IHT Wealth Management LLC9,979$211K0.0%N/A0.657%
8/14/2025 Raymond James Financial Inc.7,032$149K0.0%N/A0.463%
8/4/2025 Atria Investments Inc9,979$211K0.0%N/A0.657%
7/21/2025 Mirae 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%
5/14/2024Lake Street Advisors Group LLC12,917$286K0.0%N/A0.879%
4/25/2024Eudaimonia Partners LLC41,612$923K0.2%N/A2.831%
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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%
7/22/2022Capital Investment Advisory Services LLC10,700$201K0.0%+13.8%0.955%
5/3/2022Capital Investment Advisory Services LLC9,400$197K0.0%N/A0.752%
4/22/2022Apexium Financial LP17,299$410K0.2%-4.8%1.384%
2/10/2022Citigroup Inc.100,000$2.37M0.0%-75.0%8.621%
2/8/2022Bank of America Corp DE150,000$3.56M0.0%-62.5%12.931%


IBBQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 25 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 23 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 337,305 shares in the last 24 months. This purchase volume represents approximately $9.18M in transactions.

The following institutional investors have sold Invesco Nasdaq Biotechnology ETF stock in the last 24 months: WMS Group LLC ($90.44K), Mirae Asset Global Investments Co. Ltd. ($22.10K), GeoWealth Management LLC ($15.57K), and MAI Capital Management ($790.00).

Institutional investors have sold a total of 128,899 shares in the last 24 months. This volume of shares sold represents approximately $3.55M in transactions.



This page (NASDAQ:IBBQ) was last updated on 5/28/2026 by MarketBeat.com Staff.
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