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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

64 hedge funds and large institutions have $52.9M invested in Invesco Biotechnology & Genome ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
21
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
$2.62M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$974K
3
SPIA
Steward Partners Investment Advisory
New York
$562K
4
MML Investors Services
MML Investors Services
Massachusetts
$541K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.12M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$639K
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
UBS Group
UBS Group
Switzerland
$4.26M
4
Bank of America
Bank of America
North Carolina
$5.09M
5
LPL Financial
LPL Financial
California
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$543K +$60.8K +1,332 +13%
MML Investors Services
27
MML Investors Services
Massachusetts
$541K +$541K +11,838 New
AG
28
Advisor Group
Arizona
$498K +$2.56K +56 +0.5%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$451K +$22.5K +493 +5%
FHA
30
Flagship Harbor Advisors
Massachusetts
$373K – – –
GT
31
Glenview Trust
Kentucky
$350K – – –
TAM
32
Trillium Asset Management
Massachusetts
$316K – – –
JIC
33
Joel Isaacson & Co
New York
$307K – – –
Goldman Sachs
34
Goldman Sachs
New York
$297K -$266K -5,832 -47%
BRF
35
B. Riley Financial
California
$279K – – –
WB
36
Webster Bank
Connecticut
$246K -$15.8K -345 -6%
CIC
37
Carnegie Investment Counsel
Ohio
$225K +$93 +2 +0%
VKH
38
Virtu KCG Holdings
New York
$211K -$214K -4,705 -50%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$165K +$49.9K +1,091 +43%
Citigroup
40
Citigroup
New York
$141K +$9.25K +202 +7%
IA
41
IFP Advisors
Florida
$95K +$9.39K +205 +11%
Creative Planning
42
Creative Planning
Kansas
$78K +$45.4K +990 +139%
GT
43
Glenmede Trust
Pennsylvania
$66K – – –
JCM
44
Jacobi Capital Management
Pennsylvania
$55K – – –
SEI Investments
45
SEI Investments
Pennsylvania
$43K +$8.27K +181 +24%
LF
46
Lee Financial
Texas
$35K – – –
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27K +$13.5K +300 +100%
FANJ
48
Financial Architects (New Jersey)
New Jersey
$23K – – –
WA
49
WFG Advisors
Texas
$21K – – –
NFG
50
Next Financial Group
Texas
$21K +$11.7K +250 +125%
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