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Invesco Biotechnology & Genome ETF

103 hedge funds and large institutions have $77.6M invested in Invesco Biotechnology & Genome ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

20% more capital invested

Capital invested by funds: $64.6M → $77.6M (+$13M)

20% more funds holding

Funds holding: 86103 (+17)

2.27% more ownership

Funds ownership: 28.61%30.89% (+2.3%)

50% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 28

Holders
103
Holders Change
+17
Holders Change %
+19.77%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
14
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Massachusetts Wealth Management
Massachusetts
$609K +$578K +9,115 New
FHA
27
Flagship Harbor Advisors
Massachusetts
$549K
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$535K -$136K -2,145 -20%
PSF
29
Pacific Sun Financial
California
$530K -$13.6K -215 -3%
HBT
30
Hills Bank & Trust
Iowa
$510K -$43K -677 -8%
Goldman Sachs
31
Goldman Sachs
New York
$471K +$471K +7,422 New
KAS
32
Kestra Advisory Services
Texas
$439K -$6.22K -98 -1%
JIC
33
Joel Isaacson & Co
New York
$427K
SAM
34
SignalPoint Asset Management
Missouri
$424K -$11.2K -177 -3%
BCV
35
Banque Cantonale Vaudoise
Switzerland
$415K +$161K +2,530 +63%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$397K -$45.4K -715 -10%
RJA
37
Raymond James & Associates
Florida
$376K -$17.9K -282 -5%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$349K +$348K +5,489 New
IHL
39
Investment House LLC
California
$337K -$6.34K -100 -2%
GT
40
Glenmede Trust
Pennsylvania
$336K
HSA
41
HBK Sorce Advisory
Pennsylvania
$336K +$335K +5,288 New
SB
42
Strategic Blueprint
Georgia
$320K
MML Investors Services
43
MML Investors Services
Massachusetts
$297K
HighTower Advisors
44
HighTower Advisors
Illinois
$296K +$296K +4,671 New
WBG
45
Wharton Business Group
Pennsylvania
$276K -$6.22K -98 -2%
BRWA
46
B. Riley Wealth Advisors
Florida
$255K -$1.4K -22 -0.5%
CIC
47
Carnegie Investment Counsel
Ohio
$236K
CMS
48
Capital Market Strategies
Florida
$233K
IWM
49
IHT Wealth Management
Illinois
$227K -$24.1K -380 -10%
SIA
50
SkyView Investment Advisors
New Jersey
$221K

PBE Hedge Fund Activity: Q4 2022 in Review

103 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2022, worth a combined $77.6M — up 20% from $64.6M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PBE positions and 3 closed out — a net gain of 19 holders — while 14 added to existing stakes and 28 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $1.77M. The largest seller was CreativeOne Wealth, cutting an estimated $396K.

  • 103 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2022, up from 86 in Q3 2022.
  • Funds reported $77.6M of Invesco Biotechnology & Genome ETF stock for Q4 2022, up 20% quarter-over-quarter.
  • 22 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2022 and 3 closed out, a net change of +19 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $1.77M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q4 2022 was CreativeOne Wealth, an estimated $396K sold.

Based on aggregated 13F filings for Q4 2022.