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Invesco Biotechnology & Genome ETF

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

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $73M → $77.1M (+$4.08M)

4% more funds holding

Funds holding: 97101 (+4)

2.89% more ownership

Funds ownership: 24.94%27.83% (+2.9%)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.55%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PSF
26
Pacific Sun Financial
California
$639K -$7.24K -100 -1%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$555K +$4.56K +63 +0.8%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$553K -$28.2K -389 -5%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$485K -$40.2K -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 +$164K +2,264 +52%
IHL
33
Investment House LLC
California
$456K -$31.5K -435 -6%
Goldman Sachs
34
Goldman Sachs
New York
$453K -$511K -7,063 -53%
RJA
35
Raymond James & Associates
Florida
$382K -$65K -898 -14%
GT
36
Glenmede Trust
Pennsylvania
$376K
PFO
37
Pathstone Family Office
New Jersey
$356K
BRWA
38
B. Riley Wealth Advisors
Florida
$346K -$3.98K -55 -1%
CMS
39
Capital Market Strategies
Florida
$337K +$342K +4,727 New
BCM
40
Beck Capital Management
Texas
$336K -$4.71K -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 -$25.8K -356 -8%
COF
44
Capital One Financial
Virginia
$286K -$32.6K -450 -10%
CIC
45
Carnegie Investment Counsel
Ohio
$286K
BCV
46
Banque Cantonale Vaudoise
Switzerland
$285K +$145K +2,000 +100%
Truist Financial
47
Truist Financial
North Carolina
$268K -$38.5K -532 -12%
CC
48
Cypress Capital
Tennessee
$268K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$262K +$266K +3,679 New
NFG
50
Next Financial Group
Texas
$258K -$78.2K -1,080 -23%

PBE Hedge Fund Activity: Q4 2021 in Review

101 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2021, worth a combined $77.1M — up 5.6% from $73M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PBE positions and 8 closed out — a net gain of 6 holders — while 18 added to existing stakes and 22 trimmed.

The largest buyer was Artemis Wealth Advisors, adding an estimated $3.95M. The largest seller was Stifel Financial, cutting an estimated $684K.

  • 101 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2021, up from 97 in Q3 2021.
  • Funds reported $77.1M of Invesco Biotechnology & Genome ETF stock for Q4 2021, up 5.6% quarter-over-quarter.
  • 14 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2021 and 8 closed out, a net change of +6 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q4 2021 was Artemis Wealth Advisors, an estimated $3.95M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q4 2021 was Stifel Financial, an estimated $684K sold.

Based on aggregated 13F filings for Q4 2021.