Invesco Biotechnology & Genome ETF
PBE
101 hedge funds and large institutions have $80.3M invested in Invesco Biotechnology & Genome ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 12 closing their positions.
1.25% more ownership
Funds ownership: 30.89% → 32.13% (+1.2%)
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
4% more capital invested
Capital invested by funds: $77.6M → $80.3M (+$2.74M)
2% less funds holding
Funds holding: 103 → 101 (-2)
31% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.42M |
| 2 |
LPL Financial
San Diego,
California
|
+$956K |
| 3 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$822K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$429K |
| 5 |
SFM
Signet Financial Management
Parsippany,
New Jersey
|
+$324K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$336K |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$322K |
| 3 |
CIC
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
-$236K |
| 4 |
CMS
Capital Market Strategies
Palm Beach Gardens,
Florida
|
-$233K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$214K |
PBE Hedge Fund Activity: Q1 2023 in Review
101 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q1 2023, worth a combined $80.3M — up 3.5% from $77.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PBE positions and 12 closed out — a net gain of 1 holder — while 18 added to existing stakes and 26 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.42M. The largest seller was HBK Sorce Advisory, exiting entirely with an estimated $336K sold.
- 101 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q1 2023, down from 103 in Q4 2022.
- Funds reported $80.3M of Invesco Biotechnology & Genome ETF stock for Q1 2023, up 3.5% quarter-over-quarter.
- 13 funds opened new Invesco Biotechnology & Genome ETF positions in Q1 2023 and 12 closed out, a net change of +1 holder.
- The largest Invesco Biotechnology & Genome ETF buyer in Q1 2023 was Morgan Stanley, an estimated $3.42M added.
- The largest Invesco Biotechnology & Genome ETF seller in Q1 2023 was HBK Sorce Advisory, an estimated $336K sold.
Based on aggregated 13F filings for Q1 2023.