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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

102 hedge funds and large institutions have $78.5M invested in Invesco Biotechnology & Genome ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
Equitable Holdings
New York
$2.33M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.77M
3
LPL Financial
LPL Financial
California
$6.28M
4
CW
CreativeOne Wealth
Kansas
$2.61M
5
UBS Group
UBS Group
Switzerland
$5.63M

Top Sellers

1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$3.5M
2
Morgan Stanley
Morgan Stanley
New York
$13.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.71M
4
Wells Fargo
Wells Fargo
California
$4.82M
5
M&T Bank
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$648K -$2.65K -41 -0.4%
FHA
27
Flagship Harbor Advisors
Massachusetts
$527K – – –
PSF
28
Pacific Sun Financial
California
$469K -$17.2K -265 -4%
IHL
29
Investment House LLC
California
$465K +$164K +2,535 +55%
CAN
30
Cetera Advisor Networks
California
$455K -$131K -2,025 -22%
RJA
31
Raymond James & Associates
Florida
$451K -$406K -6,271 -47%
HBT
32
Hills Bank & Trust
Iowa
$442K -$16.1K -249 -4%
JIC
33
Joel Isaacson & Co
New York
$436K – – –
SAM
34
SignalPoint Asset Management
Missouri
$432K – – –
GM
35
GeoWealth Management
Illinois
$378K +$61.2K +945 +19%
KAS
36
Kestra Advisory Services
Texas
$363K +$2.59K +40 +0.7%
AWM
37
Axxcess Wealth Management
California
$346K – – –
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$344K -$8.08K -125 -2%
BCV
39
Banque Cantonale Vaudoise
Switzerland
$335K +$94K +1,454 +39%
CA
40
Cetera Advisors
Colorado
$328K +$328K +5,066 New
Pathstone Holdings
41
Pathstone Holdings
New Jersey
$324K – – –
Two Sigma Investments
42
Two Sigma Investments
New York
$324K +$324K +5,000 New
IWM
43
IHT Wealth Management
Illinois
$321K +$12.4K +192 +4%
SB
44
Strategic Blueprint
Georgia
$312K +$1.42K +22 +0.5%
SFM
45
Signet Financial Management
New Jersey
$291K -$5.18K -80 -2%
HighTower Advisors
46
HighTower Advisors
Illinois
$277K +$16.5K +255 +6%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$276K +$73.6K +1,138 +36%
MML Investors Services
48
MML Investors Services
Massachusetts
$271K -$25.8K -399 -9%
Citadel Advisors
49
Citadel Advisors
Florida
$266K +$266K +4,111 New
CMS
50
Capital Market Strategies
Florida
$244K – – –
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2
3 4 5