We are live on ! Find out more
PBE icon

Invesco Biotechnology & Genome ETF

73 hedge funds and large institutions have $52.8M invested in Invesco Biotechnology & Genome ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.11% more ownership

Funds ownership: 22.03%24.14% (+2.1%)

1% less capital invested

Capital invested by funds: $53.4M → $52.8M (-$612K)

5% less funds holding

Funds holding: 7773 (-4)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSF
26
Pacific Sun Financial
California
$567K +$18.5K +315 +3%
IHL
27
Investment House LLC
California
$502K -$179K -3,050 -26%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$454K -$76.5K -1,303 -14%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$414K -$148K -2,519 -26%
JIC
30
Joel Isaacson & Co
New York
$381K
SAM
31
SignalPoint Asset Management
Missouri
$379K
GT
32
Glenmede Trust
Pennsylvania
$372K
BCM
33
Beck Capital Management
Texas
$284K -$7.05K -120 -2%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$284K
AWM
35
Avitas Wealth Management
California
$284K +$1.47K +25 +0.5%
MML Investors Services
36
MML Investors Services
Massachusetts
$284K +$11.8K +200 +4%
NFG
37
Next Financial Group
Texas
$281K +$6.34K +108 +2%
Citigroup
38
Citigroup
New York
$277K -$47K -800 -14%
BRWA
39
B. Riley Wealth Advisors
Florida
$274K -$7.7K -131 -3%
WBG
40
Wharton Business Group
Pennsylvania
$267K
GKWIM
41
Gerber Kawasaki Wealth & Investment Management
California
$264K +$5.76K +98 +2%
Truist Financial
42
Truist Financial
North Carolina
$255K
CIC
43
Carnegie Investment Counsel
Ohio
$250K
SWP
44
Stratos Wealth Partners
Ohio
$244K
Neuberger Berman Group
45
Neuberger Berman Group
New York
$226K
CAM
46
Cresset Asset Management
Illinois
$226K +$235K +4,000 New
HighTower Advisors
47
HighTower Advisors
Illinois
$224K
WA
48
WBH Advisory
Maryland
$205K
WB
49
Webster Bank
Connecticut
$187K
CPW
50
Catalyst Private Wealth
California
$96K +$99.9K +1,700 New

PBE Hedge Fund Activity: Q3 2020 in Review

73 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2020, worth a combined $52.8M — down 1.1% from $53.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PBE and 6 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 16 added.

The largest buyer was Wells Fargo, adding an estimated $2.31M. The largest seller was UBS Group, cutting an estimated $1.98M.

  • 73 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2020, down from 77 in Q2 2020.
  • Funds reported $52.8M of Invesco Biotechnology & Genome ETF stock for Q3 2020, down 1.1% quarter-over-quarter.
  • 6 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2020 and 10 closed out, a net change of -4 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q3 2020 was Wells Fargo, an estimated $2.31M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q3 2020 was UBS Group, an estimated $1.98M sold.

Based on aggregated 13F filings for Q3 2020.