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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

95 hedge funds and large institutions have $105M invested in Invesco Biotechnology & Genome ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.16M
3
LPL Financial
3
LPL Financial
California
$5.47M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$19.8M
5
Wells Fargo
5
Wells Fargo
California
$6.45M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$5.07M
2
CAN
2
Cetera Advisor Networks
California
$597K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.02M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$662K +$3.95K +60 +0.6%
CAN
27
Cetera Advisor Networks
California
$597K -$524K -7,960 -47%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$579K -$171K -2,592 -23%
M&T Bank
29
M&T Bank
New York
$576K -$97.1K -1,475 -14%
FHA
30
Flagship Harbor Advisors
Massachusetts
$536K -$6.58K -100 -1%
PSF
31
Pacific Sun Financial
California
$495K -$34.9K -530 -7%
HBT
32
Hills Bank & Trust
Iowa
$467K -$8.43K -128 -2%
JIC
33
Joel Isaacson & Co
New York
$443K – – –
SAM
34
SignalPoint Asset Management
Missouri
$439K – – –
KAS
35
Kestra Advisory Services
Texas
$366K -$52.4K -796 -13%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$358K – – –
AWM
37
Axxcess Wealth Management
California
$352K +$352K +5,342 New
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$329K +$329K +5,000 New
GM
39
GeoWealth Management
Illinois
$322K +$39.7K +604 +14%
SB
40
Strategic Blueprint
Georgia
$316K – – –
IWM
41
IHT Wealth Management
Illinois
$314K +$69.7K +1,059 +29%
IHL
42
Investment House LLC
California
$306K – – –
MML Investors Services
43
MML Investors Services
Massachusetts
$302K -$19.9K -302 -6%
SFM
44
Signet Financial Management
New Jersey
$302K -$32.1K -487 -10%
HighTower Advisors
45
HighTower Advisors
Illinois
$267K -$41.7K -630 -14%
CMS
46
Capital Market Strategies
Florida
$249K +$6.58K +100 +3%
WBG
47
Wharton Business Group
Pennsylvania
$247K -$39.4K -598 -14%
BCV
48
Banque Cantonale Vaudoise
Switzerland
$246K – – –
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$242K -$122K -1,849 -33%
SA
50
Strategic Advisors
New York
$237K -$34.4K -522 -13%
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