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Invesco Biotechnology & Genome ETF

89 hedge funds and large institutions have $63M invested in Invesco Biotechnology & Genome ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $56.5M → $63M (+$6.5M)

3.69% more ownership

Funds ownership: 24.87%28.57% (+3.7%)

0% more funds holding

Funds holding: 8989 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

67% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 27

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
9
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
SignalPoint Asset Management
Missouri
$395K +$7.37K +128 +2%
JIC
27
Joel Isaacson & Co
New York
$389K
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$383K -$1.44K -25 -0.4%
IHL
29
Investment House LLC
California
$323K -$34.6K -600 -10%
RJA
30
Raymond James & Associates
Florida
$316K -$346 -6 -0.1%
GT
31
Glenmede Trust
Pennsylvania
$305K
SB
32
Strategic Blueprint
Georgia
$291K +$290K +5,034 New
PFO
33
Pathstone Family Office
New Jersey
$289K
MML Investors Services
34
MML Investors Services
Massachusetts
$270K -$1.73K -30 -0.6%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$257K -$77K -1,337 -23%
WBG
36
Wharton Business Group
Pennsylvania
$256K
WWM
37
Western Wealth Management
Colorado
$254K
BRWA
38
B. Riley Wealth Advisors
Florida
$231K -$31.6K -549 -12%
BCV
39
Banque Cantonale Vaudoise
Switzerland
$231K
SWP
40
Stratos Wealth Partners
Ohio
$222K -$6.22K -108 -3%
CC
41
Cypress Capital
Tennessee
$217K
CIC
42
Carnegie Investment Counsel
Ohio
$215K -$5.76K -100 -3%
WA
43
WBH Advisory
Maryland
$213K
CMS
44
Capital Market Strategies
Florida
$212K
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$212K
Truist Financial
46
Truist Financial
North Carolina
$204K -$7.78K -135 -4%
FCAG
47
First Capital Advisors Group
New Jersey
$201K +$200K +3,476 New
SIA
48
SkyView Investment Advisors
New Jersey
$201K +$200K +3,476 New
PA
49
PFG Advisors
Arizona
$200K -$2.19K -38 -1%
WB
50
Webster Bank
Connecticut
$190K

PBE Hedge Fund Activity: Q2 2022 in Review

89 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q2 2022, worth a combined $63M — up 12% from $56.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PBE positions and 6 closed out — a net gain of 1 holder — while 9 added to existing stakes and 27 trimmed.

The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $8.95M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $707K sold.

  • 89 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $63M of Invesco Biotechnology & Genome ETF stock for Q2 2022, up 12% quarter-over-quarter.
  • 7 funds opened new Invesco Biotechnology & Genome ETF positions in Q2 2022 and 6 closed out, a net change of +1 holder.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q2 2022 was Gerber Kawasaki Wealth & Investment Management, an estimated $8.95M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q2 2022 was Susquehanna International Group, an estimated $707K sold.

Based on aggregated 13F filings for Q2 2022.