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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

73 hedge funds and large institutions have $53.9M invested in Invesco Biotechnology & Genome ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
13
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.37M
2
Wells Fargo
Wells Fargo
California
+$626K
3
Citadel Advisors
Citadel Advisors
Florida
+$483K
4
CWM
Cornerstone Wealth Management
Missouri
+$353K
5
OC
Oppenheimer & Co
New York
+$282K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.56M
2
VF
Virtu Financial
New York
-$1.36M
3
IFWM
Institute for Wealth Management
Colorado
-$1.11M
4
YIA
YHB Investment Advisors
Connecticut
-$1.01M
5
Morgan Stanley
Morgan Stanley
New York
-$695K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
26
Flagship Harbor Advisors
Massachusetts
$445K – – –
JIC
27
Joel Isaacson & Co
New York
$368K – – –
CWM
28
Cornerstone Wealth Management
Missouri
$353K +$353K +19,571 New
MML Investors Services
29
MML Investors Services
Massachusetts
$347K +$27.2K +497 +9%
BRF
30
B. Riley Financial
California
$334K – – –
AG
31
Advisor Group
Arizona
$304K +$12.4K +227 +4%
HighTower Advisors
32
HighTower Advisors
Illinois
$295K -$39.6K -723 -12%
OC
33
Oppenheimer & Co
New York
$282K +$282K +5,151 New
CIC
34
Carnegie Investment Counsel
Ohio
$280K – – –
BTS
35
BB&T Securities
Virginia
$276K +$13.7K +250 +5%
GFPC
36
Global Financial Private Capital
Florida
$271K +$271K +4,947 New
UCFA
37
United Capital Financial Advisors
Texas
$263K +$15.1K +275 +6%
BRWA
38
B. Riley Wealth Advisors
Florida
$256K +$28.2K +515 +12%
Citigroup
39
Citigroup
New York
$238K +$5.47K +100 +2%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$219K +$219K +4,000 New
EA
41
Evanston Advisors
Illinois
$219K +$219K +4,000 New
WA
42
WBH Advisory
Maryland
$216K +$216K +3,962 New
TAM
43
Trillium Asset Management
Massachusetts
$215K +$215K +3,935 New
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$160K – – –
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$155K – – –
IA
46
IFP Advisors
Florida
$124K -$32.8K -597 -21%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$109K – – –
GT
48
Glenmede Trust
Pennsylvania
$86K – – –
JCM
49
Jacobi Capital Management
Pennsylvania
$66K – – –
SEI Investments
50
SEI Investments
Pennsylvania
$51K – – –
1
2
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