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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

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
Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.55%
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

1
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$15.8M
2
PIM
2
Penobscot Investment Management
Massachusetts
$562K
3
Citadel Advisors
3
Citadel Advisors
Florida
$510K
4
UBS Group
4
UBS Group
Switzerland
$5.38M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$315K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.8M
2
M&T Bank
2
M&T Bank
New York
$583K
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SIA
4
SkyView Investment Advisors
New Jersey
$0
5
PWM
5
PRW Wealth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
26
Penobscot Investment Management
Massachusetts
$562K +$562K +9,850 New
MWM
27
Massachusetts Wealth Management
Massachusetts
$513K -$20K -350 -4%
Citadel Advisors
28
Citadel Advisors
Florida
$510K +$510K +8,949 New
FHA
29
Flagship Harbor Advisors
Massachusetts
$470K -$2.85K -50 -0.6%
PSF
30
Pacific Sun Financial
California
$459K -$16.9K -297 -4%
HBT
31
Hills Bank & Trust
Iowa
$411K -$9.01K -158 -2%
JIC
32
Joel Isaacson & Co
New York
$384K – – –
SAM
33
SignalPoint Asset Management
Missouri
$381K – – –
KAS
34
Kestra Advisory Services
Texas
$363K +$14.5K +254 +4%
RJA
35
Raymond James & Associates
Florida
$341K -$34.2K -600 -9%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$315K +$315K +5,525 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$311K – – –
SFM
38
Signet Financial Management
New Jersey
$289K +$399 +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 -$10K -176 -4%
IHL
42
Investment House LLC
California
$265K -$32.8K -575 -11%
HighTower Advisors
43
HighTower Advisors
Illinois
$265K -$512 -9 -0.2%
WBG
44
Wharton Business Group
Pennsylvania
$248K – – –
GM
45
GeoWealth Management
Illinois
$245K +$12.9K +226 +6%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$237K -$3.37K -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 +$15.5K +271 +8%
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