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Invesco Biotechnology & Genome ETF
PBE

94 hedge funds and large institutions have $70.3M invested in Invesco Biotechnology & Genome ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $64.3M → $70.3M (+$5.98M)

7% more funds holding

Funds holding: 88 → 94 (+6)

0.28% more ownership

Funds ownership: 23.54% → 23.81% (+0.28%)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.14M
2
Morgan Stanley
Morgan Stanley
New York
+$850K
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$574K
4
Stifel Financial
Stifel Financial
Missouri
+$505K
5
LPL Financial
LPL Financial
California
+$250K

Top Sellers

Rank Fund Capital Flow
1
FP
Financial Perspectives
Minnesota
-$1.89M
2
AWM
Avitas Wealth Management
California
-$405K
3
Citadel Advisors
Citadel Advisors
Florida
-$295K
4
Osaic Holdings
Osaic Holdings
Arizona
-$277K
5
GT
Glenmede Trust
Pennsylvania
-$95.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
IHL
26
Investment House LLC
California
$553K -$7.43K -100 -1%
RJA
27
Raymond James & Associates
Florida
$550K – – –
JIC
28
Joel Isaacson & Co
New York
$520K – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$519K +$28.8K +387 +6%
SAM
30
SignalPoint Asset Management
Missouri
$517K -$74 -1 -0%
PFO
31
Pathstone Family Office
New Jersey
$425K – – –
GT
32
Glenmede Trust
Pennsylvania
$409K -$95.1K -1,280 -19%
Citigroup
33
Citigroup
New York
$388K +$14.3K +192 +4%
BRWA
34
B. Riley Wealth Advisors
Florida
$380K +$4.46K +60 +1%
SWP
35
Stratos Wealth Partners
Ohio
$377K -$44.6K -600 -11%
BCM
36
Beck Capital Management
Texas
$370K -$4.16K -56 -1%
NFG
37
Next Financial Group
Texas
$364K -$1.34K -18 -0.4%
GKWIM
38
Gerber Kawasaki Wealth & Investment Management
California
$361K – – –
WBG
39
Wharton Business Group
Pennsylvania
$351K – – –
COF
40
Capital One Financial
Virginia
$346K -$48.3K -650 -13%
MML Investors Services
41
MML Investors Services
Massachusetts
$339K -$26K -350 -7%
Truist Financial
42
Truist Financial
North Carolina
$332K – – –
CIC
43
Carnegie Investment Counsel
Ohio
$311K – – –
Neuberger Berman Group
44
Neuberger Berman Group
New York
$305K – – –
Citadel Advisors
45
Citadel Advisors
Florida
$304K -$295K -3,964 -50%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$284K – – –
WA
47
WBH Advisory
Maryland
$260K – – –
SIA
48
SkyView Investment Advisors
New Jersey
$257K – – –
WB
49
Webster Bank
Connecticut
$255K – – –
HighTower Advisors
50
HighTower Advisors
Illinois
$241K +$233K +3,132 New
1
2
3 4

PBE Hedge Fund Activity: Q2 2021 in Review

94 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q2 2021, worth a combined $70.3M — up 9.3% from $64.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PBE positions and 5 closed out — a net gain of 6 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.14M. The largest seller was Financial Perspectives, cutting an estimated $1.89M.

  • 94 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q2 2021, up from 88 in Q1 2021.
  • Funds reported $70.3M of Invesco Biotechnology & Genome ETF stock for Q2 2021, up 9.3% quarter-over-quarter.
  • 11 funds opened new Invesco Biotechnology & Genome ETF positions in Q2 2021 and 5 closed out, a net change of +6 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q2 2021 was Susquehanna International Group, an estimated $1.14M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q2 2021 was Financial Perspectives, an estimated $1.89M sold.

Based on aggregated 13F filings for Q2 2021.