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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

81 hedge funds and large institutions have $80.7M invested in Invesco Biotechnology & Genome ETF in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+10
Holders Change %
+14.08%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
16
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$4.38M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.62M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$594K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$468K
5
CA
Calton & Associates
Florida
+$314K

Top Sellers

1
ACM
Arlington Capital Management
Illinois
-$12.8M
2
Wells Fargo
Wells Fargo
California
-$329K
3
Morgan Stanley
Morgan Stanley
New York
-$255K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$255K
5
Stifel Financial
Stifel Financial
Missouri
-$145K
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
26
Gerber Kawasaki Wealth & Investment Management
California
$764K -$32K -581 -4%
CA
27
Calton & Associates
Florida
$695K +$314K +5,690 +82%
AG
28
Advisor Group
Arizona
$670K +$116K +2,107 +21%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$617K -$37.5K -680 -6%
SPIA
30
Steward Partners Investment Advisory
New York
$606K -$97.6K -1,769 -14%
WBG
31
Wharton Business Group
Pennsylvania
$574K – – –
FHA
32
Flagship Harbor Advisors
Massachusetts
$449K – – –
SAM
33
SignalPoint Asset Management
Missouri
$418K – – –
MML Investors Services
34
MML Investors Services
Massachusetts
$417K -$22K -398 -5%
BRWM
35
B. Riley Wealth Management
Tennessee
$417K – – –
JIC
36
Joel Isaacson & Co
New York
$371K – – –
Citigroup
37
Citigroup
New York
$289K +$5.51K +100 +2%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$284K +$37.1K +480 +15%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$281K +$281K +5,095 New
BTS
40
BB&T Securities
Virginia
$277K -$9.48K -172 -3%
IHL
41
Investment House LLC
California
$273K – – –
SWP
42
Stratos Wealth Partners
Ohio
$272K – – –
CIC
43
Carnegie Investment Counsel
Ohio
$266K – – –
UCFA
44
United Capital Financial Advisors
Texas
$250K -$5.52K -100 -2%
OC
45
Oppenheimer & Co
New York
$230K -$35.9K -650 -13%
AWM
46
Avitas Wealth Management
California
$223K +$223K +4,034 New
Neuberger Berman Group
47
Neuberger Berman Group
New York
$221K +$221K +4,000 New
WA
48
WBH Advisory
Maryland
$207K +$207K +3,762 New
WB
49
Webster Bank
Connecticut
$193K -$32K -580 -14%
NFG
50
Next Financial Group
Texas
$132K -$56.9K -1,035 -30%
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