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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

60 hedge funds and large institutions have $92.6M invested in Invesco Biotechnology & Genome ETF in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
21
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.7M
2
Bank of America
2
Bank of America
North Carolina
$11.1M
3
U
3
UBS
Switzerland
$12.6M
4
Wells Fargo
4
Wells Fargo
California
$9.43M
5
AIG
5
American International Group
New York
$762K

Top Sellers

1
PFG
1
Pacific Financial Group
Washington
$274K
2
VKH
2
Virtu KCG Holdings
New York
$0
3
CWM
3
Concert Wealth Management
California
$0
4
WBG
4
Wharton Business Group
Pennsylvania
$949K
5
NCM
5
Niemann Capital Management
Nevada
$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$293K +$293K +7,917 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$278K +$6.85K +185 +3%
PFG
28
Pacific Financial Group
Washington
$274K -$1.82M -49,255 -87%
SB
29
Suntrust Banks
Georgia
$260K +$260K +7,022 New
Invesco
30
Invesco
Georgia
$259K – – –
PJSIMP
31
P.J. Schmidt Investment Management (PJS)
Wisconsin
$257K -$7.41K -200 -3%
CIC
32
Carnegie Investment Counsel
Ohio
$254K – – –
OC
33
Oppenheimer & Co
New York
$224K +$224K +6,047 New
B
34
Baird
Wisconsin
$210K +$210K +5,661 New
CAN
35
Cetera Advisor Networks
California
$201K -$12.2K -333 -6%
MAA
36
Managed Account Advisors
New Jersey
$180K +$16.4K +444 +10%
Ameriprise
37
Ameriprise
Minnesota
$152K +$126K +3,399 +486%
AP
38
Advisors Preferred
Maryland
$140K +$140K +3,801 New
Citigroup
39
Citigroup
New York
$124K +$42.1K +1,134 +51%
WEC
40
Winslow Evans & Crocker
Massachusetts
$120K +$120K +3,230 New
OIA
41
Optimum Investment Advisors
Illinois
$82K +$33.2K +900 +68%
1IC
42
1919 Investment Counsel
Maryland
$41K +$11.2K +300 +38%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$38K +$38K +1,006 New
BC
44
Bartlett & Co
Ohio
$37K – – –
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$37K – – –
LFR
46
Lehman Financial Resources
Pennsylvania
$22K – – –
RFA
47
Reilly Financial Advisors
California
$22K +$22K +600 New
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$19K – – –
NES
49
New England Securities
New York
$17K -$20.5K -550 -55%
MAS
50
Madden Advisory Services
Florida
$15K – – –
1
2
3