PBE icon

Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

101 hedge funds and large institutions have $77.1M invested in Invesco Biotechnology & Genome ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
18
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Artemis Wealth Advisors
New York
$7.76M
2
Morgan Stanley
2
Morgan Stanley
New York
$13M
3
CAN
3
Cetera Advisor Networks
California
$1.54M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.82M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$695K

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$1.41M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.39M
3
PA
3
PFG Advisors
Arizona
$1.63M
4
Goldman Sachs
4
Goldman Sachs
New York
$453K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
26
Pacific Sun Financial
California
$639K -$7.12K -100 -1%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$555K +$4.49K +63 +0.8%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$553K -$27.7K -389 -5%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$485K -$39.6K -555 -8%
JIC
30
Joel Isaacson & Co
New York
$479K – – –
SAM
31
SignalPoint Asset Management
Missouri
$476K – – –
MML Investors Services
32
MML Investors Services
Massachusetts
$474K +$161K +2,264 +52%
IHL
33
Investment House LLC
California
$456K -$31K -435 -6%
Goldman Sachs
34
Goldman Sachs
New York
$453K -$503K -7,063 -53%
RJA
35
Raymond James & Associates
Florida
$382K -$64K -898 -14%
GT
36
Glenmede Trust
Pennsylvania
$376K – – –
PFO
37
Pathstone Family Office
New Jersey
$356K – – –
BRWA
38
B. Riley Wealth Advisors
Florida
$346K -$3.92K -55 -1%
CMS
39
Capital Market Strategies
Florida
$337K +$337K +4,727 New
BCM
40
Beck Capital Management
Texas
$336K -$4.63K -65 -1%
GKWIM
41
Gerber Kawasaki Wealth & Investment Management
California
$323K – – –
WBG
42
Wharton Business Group
Pennsylvania
$316K – – –
SWP
43
Stratos Wealth Partners
Ohio
$308K -$25.4K -356 -8%
COF
44
Capital One Financial
Virginia
$286K -$32K -450 -10%
CIC
45
Carnegie Investment Counsel
Ohio
$286K – – –
BCV
46
Banque Cantonale Vaudoise
Switzerland
$285K +$143K +2,000 +100%
Truist Financial
47
Truist Financial
North Carolina
$268K -$37.9K -532 -12%
CC
48
Cypress Capital
Tennessee
$268K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$262K +$262K +3,679 New
NFG
50
Next Financial Group
Texas
$258K -$77K -1,080 -23%
1
2
3 4 5