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Invesco Biotechnology & Genome ETF
PBE

77 hedge funds and large institutions have $53.4M invested in Invesco Biotechnology & Genome ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $46.3M → $53.4M (+$7.13M)

1% more funds holding

Funds holding: 76 → 77 (+1)

1.19% less ownership

Funds ownership: 23.23% → 22.03% (-1.2%)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Anfield Capital Management
California
+$970K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$599K
3
Morgan Stanley
Morgan Stanley
New York
+$318K
4
RJA
Raymond James & Associates
Florida
+$281K
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$218K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.77M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.54M
3
BCI
Brinker Capital Investments
Pennsylvania
-$1.25M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$661K
5
Jane Street
Jane Street
New York
-$568K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
26
Flagship Harbor Advisors
Massachusetts
$538K +$59.9K +1,100 +14%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$515K -$85.3K -1,566 -15%
JIC
28
Joel Isaacson & Co
New York
$392K – – –
SAM
29
SignalPoint Asset Management
Missouri
$390K +$381 +7 +0.1%
GT
30
Glenmede Trust
Pennsylvania
$383K – – –
Citigroup
31
Citigroup
New York
$332K – – –
BCM
32
Beck Capital Management
Texas
$299K +$27.5K +504 +11%
AWM
33
Avitas Wealth Management
California
$291K -$1.31K -24 -0.5%
BRWA
34
B. Riley Wealth Advisors
Florida
$290K +$2.07K +38 +0.8%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$284K – – –
NFG
36
Next Financial Group
Texas
$282K +$34.9K +640 +15%
MML Investors Services
37
MML Investors Services
Massachusetts
$281K -$3.54K -65 -1%
WBG
38
Wharton Business Group
Pennsylvania
$275K -$1.96K -36 -0.8%
GKWIM
39
Gerber Kawasaki Wealth & Investment Management
California
$266K -$399K -7,328 -62%
Truist Financial
40
Truist Financial
North Carolina
$262K -$10.9K -200 -4%
UCFA
41
United Capital Financial Advisors
Texas
$260K – – –
CIC
42
Carnegie Investment Counsel
Ohio
$257K – – –
SWP
43
Stratos Wealth Partners
Ohio
$251K -$12.4K -228 -5%
HighTower Advisors
44
HighTower Advisors
Illinois
$233K -$22.9K -420 -10%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$233K +$218K +4,000 New
Baird Financial Group
46
Baird Financial Group
Wisconsin
$211K +$197K +3,613 New
WA
47
WBH Advisory
Maryland
$210K +$197K +3,613 New
WB
48
Webster Bank
Connecticut
$192K – – –
PAG
49
Private Advisor Group
New Jersey
$122K +$114K +2,098 New
CAN
50
Cetera Advisor Networks
California
$116K +$109K +1,994 New
1
2
3 4

PBE Hedge Fund Activity: Q2 2020 in Review

77 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q2 2020, worth a combined $53.4M — up 15% from $46.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PBE positions and 7 closed out — a net gain of 2 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was Anfield Capital Management, adding an estimated $970K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.77M sold.

  • 77 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q2 2020, up from 76 in Q1 2020.
  • Funds reported $53.4M of Invesco Biotechnology & Genome ETF stock for Q2 2020, up 15% quarter-over-quarter.
  • 9 funds opened new Invesco Biotechnology & Genome ETF positions in Q2 2020 and 7 closed out, a net change of +2 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q2 2020 was Anfield Capital Management, an estimated $970K added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q2 2020 was Citadel Advisors, an estimated $1.77M sold.

Based on aggregated 13F filings for Q2 2020.