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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

99 hedge funds and large institutions have $92.3M invested in Invesco Biotechnology & Genome ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-3
Holders Change %
-2.94%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
28
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$20.3M
2
Morgan Stanley
Morgan Stanley
New York
$14.6M
3
PIM
Penobscot Investment Management
Massachusetts
$1.29M
4
OCM
One Capital Management
California
$1.65M
5
IWM
IHT Wealth Management
Illinois
$685K

Top Sellers

1
EH
Equitable Holdings
New York
$227K
2
UBS Group
UBS Group
Switzerland
$4.92M
3
Bank of America
Bank of America
North Carolina
$4.76M
4
CW
CreativeOne Wealth
Kansas
$2.26M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$649K – – –
Pathstone Holdings
27
Pathstone Holdings
New Jersey
$648K +$324K +5,000 +100%
IHL
28
Investment House LLC
California
$495K +$29.2K +450 +6%
RJA
29
Raymond James & Associates
Florida
$463K +$10.8K +167 +2%
PSF
30
Pacific Sun Financial
California
$453K -$16.9K -260 -4%
JIC
31
Joel Isaacson & Co
New York
$436K – – –
HBT
32
Hills Bank & Trust
Iowa
$435K -$8.3K -128 -2%
SAM
33
SignalPoint Asset Management
Missouri
$402K -$31.1K -480 -7%
GM
34
GeoWealth Management
Illinois
$382K +$3.5K +54 +0.9%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$371K +$26.4K +407 +8%
ACS
36
Archford Capital Strategies
Illinois
$357K +$357K +5,508 New
AWM
37
Axxcess Wealth Management
California
$346K – – –
CFD
38
Creative Financial Designs
Indiana
$346K +$102K +1,573 +42%
BCV
39
Banque Cantonale Vaudoise
Switzerland
$320K -$16.2K -250 -5%
KAS
40
Kestra Advisory Services
Texas
$319K -$44.1K -680 -12%
SB
41
Strategic Blueprint
Georgia
$305K -$7.84K -121 -3%
SFM
42
Signet Financial Management
New Jersey
$291K -$843 -13 -0.3%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$281K +$4.8K +74 +2%
HighTower Advisors
44
HighTower Advisors
Illinois
$280K +$2.59K +40 +0.9%
MML Investors Services
45
MML Investors Services
Massachusetts
$257K -$14.2K -219 -5%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$250K +$18.1K +280 +8%
CMS
47
Capital Market Strategies
Florida
$245K – – –
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$238K – – –
WBG
49
Wharton Business Group
Pennsylvania
$234K -$8.41K -130 -3%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$230K – – –
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