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Invesco Biotechnology & Genome ETF
PBE

97 hedge funds and large institutions have $73.9M invested in Invesco Biotechnology & Genome ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

1% more funds holding

Funds holding: 96 → 97 (+1)

0.24% more ownership

Funds ownership: 32.72% → 32.96% (+0.24%)

7% less capital invested

Capital invested by funds: $79.8M → $73.9M (-$5.94M)

48% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 31

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$2.99M
2
PIM
Penobscot Investment Management
Massachusetts
+$601K
3
Citadel Advisors
Citadel Advisors
Florida
+$546K
4
UBS Group
UBS Group
Switzerland
+$504K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$337K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.25M
2
M&T Bank
M&T Bank
New York
-$601K
3
Goldman Sachs
Goldman Sachs
New York
-$334K
4
SIA
SkyView Investment Advisors
New Jersey
-$213K
5
PWM
PRW Wealth Management
Massachusetts
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
26
Penobscot Investment Management
Massachusetts
$562K +$601K +9,850 New
MWM
27
Massachusetts Wealth Management
Massachusetts
$513K -$21.3K -350 -4%
Citadel Advisors
28
Citadel Advisors
Florida
$510K +$546K +8,949 New
FHA
29
Flagship Harbor Advisors
Massachusetts
$470K -$3.05K -50 -0.6%
PSF
30
Pacific Sun Financial
California
$459K -$18.1K -297 -4%
HBT
31
Hills Bank & Trust
Iowa
$411K -$9.63K -158 -2%
JIC
32
Joel Isaacson & Co
New York
$384K – – –
SAM
33
SignalPoint Asset Management
Missouri
$381K – – –
KAS
34
Kestra Advisory Services
Texas
$363K +$15.5K +254 +4%
RJA
35
Raymond James & Associates
Florida
$341K -$36.6K -600 -9%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$315K +$337K +5,525 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$311K – – –
SFM
38
Signet Financial Management
New Jersey
$289K +$427 +7 +0.1%
PFO
39
Pathstone Family Office
New Jersey
$285K – – –
MML Investors Services
40
MML Investors Services
Massachusetts
$279K – – –
SB
41
Strategic Blueprint
Georgia
$274K -$10.7K -176 -4%
IHL
42
Investment House LLC
California
$265K -$35.1K -575 -11%
HighTower Advisors
43
HighTower Advisors
Illinois
$265K -$549 -9 -0.2%
WBG
44
Wharton Business Group
Pennsylvania
$248K – – –
GM
45
GeoWealth Management
Illinois
$245K +$13.8K +226 +6%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$237K -$3.6K -59 -1%
SA
47
Strategic Advisors
New York
$235K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$213K – – –
BCV
49
Banque Cantonale Vaudoise
Switzerland
$213K – – –
IWM
50
IHT Wealth Management
Illinois
$212K +$16.5K +271 +8%
1
2
3 4 5

PBE Hedge Fund Activity: Q3 2023 in Review

97 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2023, worth a combined $73.9M — down 7.4% from $79.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PBE positions and 7 closed out — a net gain of 2 holders — while 16 added to existing stakes and 31 trimmed.

The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $2.99M. The largest seller was Morgan Stanley, cutting an estimated $3.25M.

  • 97 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2023, up from 96 in Q2 2023.
  • Funds reported $73.9M of Invesco Biotechnology & Genome ETF stock for Q3 2023, down 7.4% quarter-over-quarter.
  • 9 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2023 and 7 closed out, a net change of +2 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q3 2023 was Gerber Kawasaki Wealth & Investment Management, an estimated $2.99M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q3 2023 was Morgan Stanley, an estimated $3.25M sold.

Based on aggregated 13F filings for Q3 2023.