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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

51 hedge funds and large institutions have $60.7M invested in Invesco Biotechnology & Genome ETF in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+11
Holders Change %
+27.5%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
13
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NCM
1
Niemann Capital Management
Nevada
$3.53M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.2M
3
PFG
3
Pacific Financial Group
Washington
$1.99M
4
LPL Financial
4
LPL Financial
California
$2.45M
5
WA
5
WFG Advisors
Texas
$926K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$0
2
SAM
2
SignalPoint Asset Management
Missouri
$1.89M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$790K
4
WB
4
Webster Bank
Connecticut
$1.62M
5
RJA
5
Raymond James & Associates
Florida
$612K
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$245K -$17.5K -500 -7%
CIC
27
Carnegie Investment Counsel
Ohio
$240K +$240K +6,850 New
CAN
28
Cetera Advisor Networks
California
$206K +$206K +5,810 New
MAA
29
Managed Account Advisors
New Jersey
$155K +$60.1K +1,714 +63%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$146K +$44.2K +1,259 +43%
Citigroup
31
Citigroup
New York
$77K – – –
OIA
32
Optimum Investment Advisors
Illinois
$46K +$46K +1,325 New
AIG
33
American International Group
New York
$45.8K +$14.9K +426 +48%
NES
34
New England Securities
New York
$35K -$1.39K -40 -4%
BC
35
Bartlett & Co
Ohio
$35K – – –
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$35K +$35K +1,000 New
1IC
37
1919 Investment Counsel
Maryland
$29K +$29K +800 New
FANJ
38
Financial Architects (New Jersey)
New Jersey
$26K – – –
Ameriprise
39
Ameriprise
Minnesota
$25K +$25K +700 New
Nomura Holdings
40
Nomura Holdings
Japan
$24K +$24K +684 New
LFR
41
Lehman Financial Resources
Pennsylvania
$21K – – –
PSI
42
Pinnacle Summer Investments
Virginia
$18K – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$18K +$18K +500 New
MAS
44
Madden Advisory Services
Florida
$14K – – –
DADC
45
D.A. Davidson & Co
Montana
$9K – – –
Creative Planning
46
Creative Planning
Kansas
$7K -$7K -200 -50%
PAS
47
Partnervest Advisory Services
California
$7K – – –
MFS
48
MSI Financial Services
Massachusetts
$6K -$3.75K -100 -38%
AA
49
Apriem Advisors
California
$4K – – –
SMA
50
Simply Money Advisors
Ohio
$4K +$4K +120 New
1
2
3