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Invesco Biotechnology & Genome ETF
PBE

89 hedge funds and large institutions have $56.5M invested in Invesco Biotechnology & Genome ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 28 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.96% less ownership

Funds ownership: 27.83% → 24.87% (-3%)

12% less funds holding

Funds holding: 101 → 89 (-12)

27% less capital invested

Capital invested by funds: $77.1M → $56.5M (-$20.6M)

45% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 20

54% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 28

Holders
89
Holders Change
-12
Holders Change %
-11.88%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
13
Reduced
28
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$547K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$363K
3
KAS
Kestra Advisory Services
Texas
+$331K
4
CAN
Cetera Advisor Networks
California
+$306K
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$281K

Top Sellers

Rank Fund Capital Flow
1
AWA
Artemis Wealth Advisors
New York
-$2.57M
2
ACM
Anfield Capital Management
California
-$1.91M
3
Wells Fargo
Wells Fargo
California
-$1.19M
4
PA
PFG Advisors
Arizona
-$1.18M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
26
Joel Isaacson & Co
New York
$408K – – –
IHL
27
Investment House LLC
California
$385K -$12.2K -200 -3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$359K -$62.1K -1,018 -15%
RJA
29
Raymond James & Associates
Florida
$340K +$7.75K +127 +2%
KAS
30
Kestra Advisory Services
Texas
$336K +$331K +5,417 New
GT
31
Glenmede Trust
Pennsylvania
$327K – – –
PFO
32
Pathstone Family Office
New Jersey
$310K – – –
MML Investors Services
33
MML Investors Services
Massachusetts
$292K -$119K -1,951 -29%
BCM
34
Beck Capital Management
Texas
$292K – – –
BRWA
35
B. Riley Wealth Advisors
Florida
$282K -$19.6K -321 -7%
GKWIM
36
Gerber Kawasaki Wealth & Investment Management
California
$281K – – –
WBG
37
Wharton Business Group
Pennsylvania
$276K – – –
WWM
38
Western Wealth Management
Colorado
$272K +$268K +4,390 New
Citadel Advisors
39
Citadel Advisors
Florida
$265K +$261K +4,279 New
BCV
40
Banque Cantonale Vaudoise
Switzerland
$248K – – –
SWP
41
Stratos Wealth Partners
Ohio
$245K -$22.5K -369 -9%
CIC
42
Carnegie Investment Counsel
Ohio
$237K -$12.2K -200 -5%
CC
43
Cypress Capital
Tennessee
$233K – – –
CMS
44
Capital Market Strategies
Florida
$228K -$64.1K -1,050 -22%
Truist Financial
45
Truist Financial
North Carolina
$228K -$5.67K -93 -2%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$228K – – –
AWS
47
Atria Wealth Solutions
New York
$221K +$218K +3,569 New
PA
48
PFG Advisors
Arizona
$218K -$1.18M -19,412 -85%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$217K – – –
WB
50
Webster Bank
Connecticut
$204K – – –
1
2
3 4 5

PBE Hedge Fund Activity: Q1 2022 in Review

89 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q1 2022, worth a combined $56.5M — down 27% from $77.1M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PBE and 11 opened new positions — a net loss of 9 holders — while 28 trimmed existing stakes and 13 added.

The largest buyer was Morgan Stanley, adding an estimated $547K. The largest seller was Artemis Wealth Advisors, cutting an estimated $2.57M.

  • 89 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q1 2022, down from 101 in Q4 2021.
  • Funds reported $56.5M of Invesco Biotechnology & Genome ETF stock for Q1 2022, down 27% quarter-over-quarter.
  • 11 funds opened new Invesco Biotechnology & Genome ETF positions in Q1 2022 and 20 closed out, a net change of -9 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q1 2022 was Morgan Stanley, an estimated $547K added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q1 2022 was Artemis Wealth Advisors, an estimated $2.57M sold.

Based on aggregated 13F filings for Q1 2022.