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Invesco Biotechnology & Genome ETF

88 hedge funds and large institutions have $64.3M invested in Invesco Biotechnology & Genome ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

9% more funds holding

Funds holding: 8188 (+7)

8% more capital invested

Capital invested by funds: $59.7M → $64.3M (+$4.59M)

0.5% more ownership

Funds ownership: 23.04%23.54% (+0.5%)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
26
Joel Isaacson & Co
New York
$497K
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$494K -$92K -1,216 -15%
SAM
28
SignalPoint Asset Management
Missouri
$494K +$151 +2 +0%
GT
29
Glenmede Trust
Pennsylvania
$485K
RJFSA
30
Raymond James Financial Services Advisors
Florida
$467K -$6.88K -91 -1%
PFO
31
Pathstone Family Office
New Jersey
$406K +$416K +5,500 New
AWM
32
Avitas Wealth Management
California
$405K -$82.7K -1,093 -17%
SWP
33
Stratos Wealth Partners
Ohio
$404K +$45.8K +605 +12%
COF
34
Capital One Financial
Virginia
$378K -$113K -1,488 -23%
BRWA
35
B. Riley Wealth Advisors
Florida
$359K -$378 -5 -0.1%
BCM
36
Beck Capital Management
Texas
$357K
Citigroup
37
Citigroup
New York
$356K +$1.89K +25 +0.5%
MML Investors Services
38
MML Investors Services
Massachusetts
$350K -$27.2K -359 -7%
FP
39
Financial Perspectives
Minnesota
$350K +$1.93M +25,487 +7,282%
NFG
40
Next Financial Group
Texas
$349K -$32.8K -434 -8%
GKWIM
41
Gerber Kawasaki Wealth & Investment Management
California
$345K
WBG
42
Wharton Business Group
Pennsylvania
$335K
Truist Financial
43
Truist Financial
North Carolina
$317K
CIC
44
Carnegie Investment Counsel
Ohio
$296K -$30.3K -400 -9%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$292K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$284K
WA
47
WBH Advisory
Maryland
$259K
SIA
48
SkyView Investment Advisors
New Jersey
$257K
WB
49
Webster Bank
Connecticut
$243K
Baird Financial Group
50
Baird Financial Group
Wisconsin
$222K

PBE Hedge Fund Activity: Q1 2021 in Review

88 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q1 2021, worth a combined $64.3M — up 7.7% from $59.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PBE positions and 3 closed out — a net gain of 7 holders — while 19 added to existing stakes and 23 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $1.93M. The largest seller was Bank of America, cutting an estimated $746K.

  • 88 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q1 2021, up from 81 in Q4 2020.
  • Funds reported $64.3M of Invesco Biotechnology & Genome ETF stock for Q1 2021, up 7.7% quarter-over-quarter.
  • 10 funds opened new Invesco Biotechnology & Genome ETF positions in Q1 2021 and 3 closed out, a net change of +7 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q1 2021 was Financial Perspectives, an estimated $1.93M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q1 2021 was Bank of America, an estimated $746K sold.

Based on aggregated 13F filings for Q1 2021.