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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

81 hedge funds and large institutions have $59.7M invested in Invesco Biotechnology & Genome ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
13
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$701K
2
Wells Fargo
Wells Fargo
California
$6.74M
3
Osaic Holdings
Osaic Holdings
Arizona
$3.07M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$211K
5
UCFA
United Capital Financial Advisors
Texas
$208K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$332K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.4M
3
Morgan Stanley
Morgan Stanley
New York
$9.39M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
COF
Capital One Financial
Virginia
$463K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
SignalPoint Asset Management
Missouri
$469K – – –
COF
27
Capital One Financial
Virginia
$463K -$504K -7,200 -52%
AWM
28
Avitas Wealth Management
California
$461K +$109K +1,561 +31%
GT
29
Glenmede Trust
Pennsylvania
$460K – – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$450K -$63.2K -900 -12%
NFG
31
Next Financial Group
Texas
$362K +$14.4K +206 +4%
MML Investors Services
32
MML Investors Services
Massachusetts
$358K +$5.62K +80 +2%
SWP
33
Stratos Wealth Partners
Ohio
$342K +$39.8K +567 +13%
BRWA
34
B. Riley Wealth Advisors
Florida
$341K +$1.4K +20 +0.4%
BCM
35
Beck Capital Management
Texas
$339K -$12.3K -175 -3%
Citigroup
36
Citigroup
New York
$336K -$7.01K -100 -2%
Citadel Advisors
37
Citadel Advisors
Florida
$332K -$1.88M -26,767 -85%
GKWIM
38
Gerber Kawasaki Wealth & Investment Management
California
$328K – – –
WBG
39
Wharton Business Group
Pennsylvania
$318K -$12.5K -178 -4%
CIC
40
Carnegie Investment Counsel
Ohio
$310K – – –
Truist Financial
41
Truist Financial
North Carolina
$302K -$13.9K -198 -4%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$284K – – –
Neuberger Berman Group
43
Neuberger Berman Group
New York
$277K -$3.51K -50 -1%
WA
44
WBH Advisory
Maryland
$271K -$7.71K -100 -3%
SIA
45
SkyView Investment Advisors
New Jersey
$244K +$244K +3,476 New
WB
46
Webster Bank
Connecticut
$231K – – –
Baird Financial Group
47
Baird Financial Group
Wisconsin
$211K +$211K +3,012 New
UCFA
48
United Capital Financial Advisors
Texas
$208K +$208K +2,962 New
KAS
49
Kestra Advisory Services
Texas
$206K +$206K +2,906 New
AIFAIM
50
American Institute for Advanced Investment Management
Arizona
$202K +$202K +2,881 New
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