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Invesco Biotechnology & Genome ETF
PBE

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

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

13% more capital invested

Capital invested by funds: $52.8M → $59.7M (+$6.96M)

11% more funds holding

Funds holding: 73 → 81 (+8)

1.1% less ownership

Funds ownership: 24.14% → 23.04% (-1.1%)

52% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 27

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.43%
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

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$633K
2
Wells Fargo
Wells Fargo
California
+$219K
3
Osaic Holdings
Osaic Holdings
Arizona
+$208K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$191K
5
UCFA
United Capital Financial Advisors
Texas
+$188K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.69M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$730K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$702K
4
Morgan Stanley
Morgan Stanley
New York
-$660K
5
COF
Capital One Financial
Virginia
-$456K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
SignalPoint Asset Management
Missouri
$469K – – –
COF
27
Capital One Financial
Virginia
$463K -$456K -7,200 -52%
AWM
28
Avitas Wealth Management
California
$461K +$98.8K +1,561 +31%
GT
29
Glenmede Trust
Pennsylvania
$460K – – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$450K -$57K -900 -12%
NFG
31
Next Financial Group
Texas
$362K +$13K +206 +4%
MML Investors Services
32
MML Investors Services
Massachusetts
$358K +$5.07K +80 +2%
SWP
33
Stratos Wealth Partners
Ohio
$342K +$35.9K +567 +13%
BRWA
34
B. Riley Wealth Advisors
Florida
$341K +$1.27K +20 +0.4%
BCM
35
Beck Capital Management
Texas
$339K -$11.1K -175 -3%
Citigroup
36
Citigroup
New York
$336K -$6.33K -100 -2%
Citadel Advisors
37
Citadel Advisors
Florida
$332K -$1.69M -26,767 -85%
GKWIM
38
Gerber Kawasaki Wealth & Investment Management
California
$328K – – –
WBG
39
Wharton Business Group
Pennsylvania
$318K -$11.3K -178 -4%
CIC
40
Carnegie Investment Counsel
Ohio
$310K – – –
Truist Financial
41
Truist Financial
North Carolina
$302K -$12.5K -198 -4%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$284K – – –
Neuberger Berman Group
43
Neuberger Berman Group
New York
$277K -$3.17K -50 -1%
WA
44
WBH Advisory
Maryland
$271K -$6.33K -100 -3%
SIA
45
SkyView Investment Advisors
New Jersey
$244K +$220K +3,476 New
WB
46
Webster Bank
Connecticut
$231K – – –
Baird Financial Group
47
Baird Financial Group
Wisconsin
$211K +$191K +3,012 New
UCFA
48
United Capital Financial Advisors
Texas
$208K +$188K +2,962 New
KAS
49
Kestra Advisory Services
Texas
$206K +$184K +2,906 New
AIFAIM
50
American Institute for Advanced Investment Management
Arizona
$202K +$182K +2,881 New
1
2
3 4

PBE Hedge Fund Activity: Q4 2020 in Review

81 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2020, worth a combined $59.7M — up 13% from $52.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PBE positions and 4 closed out — a net gain of 10 holders — while 13 added to existing stakes and 27 trimmed.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $633K. The largest seller was Citadel Advisors, cutting an estimated $1.69M.

  • 81 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2020, up from 73 in Q3 2020.
  • Funds reported $59.7M of Invesco Biotechnology & Genome ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 14 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2020 and 4 closed out, a net change of +10 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q4 2020 was Rockefeller Capital Management, an estimated $633K added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.69M sold.

Based on aggregated 13F filings for Q4 2020.