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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

82 hedge funds and large institutions have $129M invested in Invesco Biotechnology & Genome ETF in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
21
Increased
18
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAAS
1
First Allied Advisory Services
California
$2.45M
2
Stifel Financial
2
Stifel Financial
Missouri
$2.11M
3
LPL Financial
3
LPL Financial
California
$3.74M
4
Millennium Management
4
Millennium Management
New York
$596K
5
BWP
5
Baldwin Wealth Partners
Massachusetts
$2.18M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$471K
2
CWM
2
Concert Wealth Management
California
$1.08M
3
Deutsche Bank
3
Deutsche Bank
Germany
$5K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Wells Fargo
5
Wells Fargo
California
$8.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
26
Webster Bank
Connecticut
$696K -$18.8K -375 -3%
OIA
27
Optimum Investment Advisors
Illinois
$616K +$202K +4,035 +49%
MAA
28
Managed Account Advisors
New Jersey
$598K +$83.3K +1,660 +16%
Millennium Management
29
Millennium Management
New York
$596K +$596K +11,881 New
BPC
30
Banque Pictet & Cie
Switzerland
$592K – – –
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$550K +$27.8K +553 +5%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$471K -$2.95M -58,622 -86%
CFS
33
Commonwealth Financial Services
West Virginia
$463K +$463K +9,224 New
Citigroup
34
Citigroup
New York
$460K +$41.8K +831 +10%
MFS
35
MSI Financial Services
Massachusetts
$452K +$196K +3,909 +77%
B
36
Baird
Wisconsin
$441K -$9.04K -180 -2%
ONB
37
Old National Bancorp
Indiana
$409K – – –
OC
38
Oppenheimer & Co
New York
$400K +$31.4K +625 +9%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$380K – – –
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$370K +$73.3K +1,457 +25%
CIC
41
Carnegie Investment Counsel
Ohio
$360K – – –
JIC
42
Joel Isaacson & Co
New York
$346K – – –
CAN
43
Cetera Advisor Networks
California
$339K -$102K -2,042 -23%
NPC
44
National Planning Corporation
California
$335K -$29K -559 -8%
PJSIMP
45
P.J. Schmidt Investment Management (PJS)
Wisconsin
$313K -$22.6K -450 -7%
WA
46
WBH Advisory
Maryland
$253K +$253K +5,054 New
ICAS
47
Investors Capital Advisory Services
Massachusetts
$249K +$249K +4,977 New
Northern Trust
48
Northern Trust
Illinois
$247K +$247K +4,920 New
Ameriprise
49
Ameriprise
Minnesota
$240K +$68.8K +1,372 +40%
MCM
50
Murphy Capital Management
New Jersey
$205K -$54.1K -1,080 -21%
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