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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
18
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.5M
2
LPL Financial
2
LPL Financial
California
$3.69M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$12.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$418K
5
SFM
5
Signet Financial Management
New Jersey
$315K

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$0
2
PFO
2
Pathstone Family Office
New Jersey
$314K
3
CIC
3
Carnegie Investment Counsel
Ohio
$0
4
CMS
4
Capital Market Strategies
Florida
$0
5
UBS Group
5
UBS Group
Switzerland
$5.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
26
Flagship Harbor Advisors
Massachusetts
$525K -$17.3K -275 -3%
HBT
27
Hills Bank & Trust
Iowa
$472K -$32.2K -513 -6%
Goldman Sachs
28
Goldman Sachs
New York
$472K +$6.21K +99 +1%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$450K +$106K +1,683 +31%
KAS
30
Kestra Advisory Services
Texas
$433K -$753 -12 -0.2%
JIC
31
Joel Isaacson & Co
New York
$422K – – –
SAM
32
SignalPoint Asset Management
Missouri
$419K – – –
Citadel Advisors
33
Citadel Advisors
Florida
$418K +$418K +6,659 New
BCV
34
Banque Cantonale Vaudoise
Switzerland
$410K – – –
RJA
35
Raymond James & Associates
Florida
$385K +$12.4K +198 +3%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$345K -$47.7K -760 -12%
IHL
37
Investment House LLC
California
$333K – – –
SFM
38
Signet Financial Management
New Jersey
$315K +$315K +5,026 New
PFO
39
Pathstone Family Office
New Jersey
$314K -$314K -5,000 -50%
SB
40
Strategic Blueprint
Georgia
$312K -$3.64K -58 -1%
HighTower Advisors
41
HighTower Advisors
Illinois
$293K – – –
MML Investors Services
42
MML Investors Services
Massachusetts
$293K – – –
WBG
43
Wharton Business Group
Pennsylvania
$272K – – –
SA
44
Strategic Advisors
New York
$258K +$258K +4,107 New
BRWA
45
B. Riley Wealth Advisors
Florida
$245K -$7.22K -115 -3%
SFS
46
Sowell Financial Services
Arkansas
$240K +$240K +3,819 New
IWM
47
IHT Wealth Management
Illinois
$230K +$5.65K +90 +3%
FCAG
48
First Capital Advisors Group
New Jersey
$218K – – –
SIA
49
SkyView Investment Advisors
New Jersey
$218K – – –
PAG
50
Private Advisor Group
New Jersey
$216K +$216K +3,446 New
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