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Invesco Biotechnology & Genome ETF
PBE

97 hedge funds and large institutions have $73M invested in Invesco Biotechnology & Genome ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

3% more funds holding

Funds holding: 94 → 97 (+3)

1.12% more ownership

Funds ownership: 23.81% → 24.94% (+1.1%)

4% more capital invested

Capital invested by funds: $70.3M → $73M (+$2.69M)

48% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 23

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Artemis Wealth Advisors
New York
+$4.15M
2
Goldman Sachs
Goldman Sachs
New York
+$1.02M
3
Stifel Financial
Stifel Financial
Missouri
+$659K
4
CC
Cypress Capital
Tennessee
+$287K
5
LPL Financial
LPL Financial
California
+$163K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$350K
3
HSA
HBK Sorce Advisory
Pennsylvania
-$204K
4
Citigroup
Citigroup
New York
-$147K
5
Morgan Stanley
Morgan Stanley
New York
-$117K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$610K – – –
JMPWA
27
JP Morgan Private Wealth Advisors
California
$578K – – –
RJFSA
28
Raymond James Financial Services Advisors
Florida
$551K +$49.6K +651 +10%
IHL
29
Investment House LLC
California
$512K -$24.8K -325 -5%
JIC
30
Joel Isaacson & Co
New York
$504K – – –
SAM
31
SignalPoint Asset Management
Missouri
$501K – – –
RJA
32
Raymond James & Associates
Florida
$468K -$64.9K -852 -12%
GT
33
Glenmede Trust
Pennsylvania
$396K – – –
PFO
34
Pathstone Family Office
New Jersey
$374K -$38.1K -500 -9%
BRWA
35
B. Riley Wealth Advisors
Florida
$368K – – –
BCM
36
Beck Capital Management
Texas
$358K – – –
NFG
37
Next Financial Group
Texas
$352K -$762 -10 -0.2%
SWP
38
Stratos Wealth Partners
Ohio
$350K -$15K -197 -4%
GKWIM
39
Gerber Kawasaki Wealth & Investment Management
California
$340K -$10.2K -134 -3%
COF
40
Capital One Financial
Virginia
$335K – – –
WBG
41
Wharton Business Group
Pennsylvania
$332K -$7.32K -96 -2%
MML Investors Services
42
MML Investors Services
Massachusetts
$329K – – –
Truist Financial
43
Truist Financial
North Carolina
$322K – – –
CIC
44
Carnegie Investment Counsel
Ohio
$301K – – –
CC
45
Cypress Capital
Tennessee
$282K +$287K +3,762 New
Neuberger Berman Group
46
Neuberger Berman Group
New York
$265K -$31.6K -415 -11%
WA
47
WBH Advisory
Maryland
$263K – – –
SIA
48
SkyView Investment Advisors
New Jersey
$260K – – –
WB
49
Webster Bank
Connecticut
$247K – – –
HighTower Advisors
50
HighTower Advisors
Illinois
$234K – – –
1
2
3 4

PBE Hedge Fund Activity: Q3 2021 in Review

97 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2021, worth a combined $73M — up 3.8% from $70.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PBE positions and 3 closed out — a net gain of 5 holders — while 12 added to existing stakes and 23 trimmed.

The largest buyer was Artemis Wealth Advisors, opening a new position worth an estimated $4.15M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.19M sold.

  • 97 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2021, up from 94 in Q2 2021.
  • Funds reported $73M of Invesco Biotechnology & Genome ETF stock for Q3 2021, up 3.8% quarter-over-quarter.
  • 8 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2021 and 3 closed out, a net change of +5 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q3 2021 was Artemis Wealth Advisors, an estimated $4.15M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q3 2021 was Susquehanna International Group, an estimated $1.19M sold.

Based on aggregated 13F filings for Q3 2021.