We are live on ! Find out more
PBE icon

Invesco Biotechnology & Genome ETF

76 hedge funds and large institutions have $46.3M invested in Invesco Biotechnology & Genome ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% less funds holding

Funds holding: 7876 (-2)

2.83% less ownership

Funds ownership: 26.05%23.23% (-2.8%)

25% less capital invested

Capital invested by funds: $61.8M → $46.3M (-$15.5M)

59% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 29

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$484K +$5.27K +101 +1%
Stifel Financial
27
Stifel Financial
Missouri
$466K +$2.4K +46 +0.5%
PSF
28
Pacific Sun Financial
California
$451K -$8.35K -160 -2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$433K -$224K -4,294 -32%
RJA
30
Raymond James & Associates
Florida
$406K -$42.2K -810 -8%
FHA
31
Flagship Harbor Advisors
Massachusetts
$379K
GT
32
Glenmede Trust
Pennsylvania
$367K
BRWM
33
B. Riley Wealth Management
Tennessee
$345K +$7.41K +142 +2%
JIC
34
Joel Isaacson & Co
New York
$313K
SAM
35
SignalPoint Asset Management
Missouri
$311K
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$284K
Citigroup
37
Citigroup
New York
$265K +$19.6K +375 +7%
AWM
38
Avitas Wealth Management
California
$233K -$77.9K -1,494 -23%
BRWA
39
B. Riley Wealth Advisors
Florida
$230K -$42.3K -811 -14%
MML Investors Services
40
MML Investors Services
Massachusetts
$227K -$62.4K -1,196 -20%
WBG
41
Wharton Business Group
Pennsylvania
$221K -$262K -5,026 -51%
Truist Financial
42
Truist Financial
North Carolina
$218K
BCM
43
Beck Capital Management
Texas
$215K -$146K -2,795 -38%
SWP
44
Stratos Wealth Partners
Ohio
$211K -$17K -325 -7%
UCFA
45
United Capital Financial Advisors
Texas
$207K -$31.9K -612 -12%
HighTower Advisors
46
HighTower Advisors
Illinois
$206K +$25.4K +487 +12%
CIC
47
Carnegie Investment Counsel
Ohio
$205K
NFG
48
Next Financial Group
Texas
$196K +$209 +4 +0.1%
WB
49
Webster Bank
Connecticut
$153K
GEA
50
Glen Eagle Advisors
New Jersey
$53.9K

PBE Hedge Fund Activity: Q1 2020 in Review

76 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q1 2020, worth a combined $46.3M — down 25% from $61.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PBE positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 29 trimmed.

The largest buyer was Jane Street, adding an estimated $289K. The largest seller was Royal Bank of Canada, cutting an estimated $1.47M.

  • 76 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q1 2020, down from 78 in Q4 2019.
  • Funds reported $46.3M of Invesco Biotechnology & Genome ETF stock for Q1 2020, down 25% quarter-over-quarter.
  • 8 funds opened new Invesco Biotechnology & Genome ETF positions in Q1 2020 and 6 closed out, a net change of +2 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q1 2020 was Jane Street, an estimated $289K added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q1 2020 was Royal Bank of Canada, an estimated $1.47M sold.

Based on aggregated 13F filings for Q1 2020.