We are live on ! Find out more
PBE icon

Invesco Biotechnology & Genome ETF

102 hedge funds and large institutions have $92.4M invested in Invesco Biotechnology & Genome ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 35 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

2% more funds holding

Funds holding: 100102 (+2)

0% less capital invested

Capital invested by funds: $92.8M → $92.4M (-$388K)

1.43% less ownership

Funds ownership: 36.06%34.63% (-1.4%)

60% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 35

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
26
Newman Dignan & Sheerar Inc
Rhode Island
$781K +$34.6K +500 +5%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$700K
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$698K
DWM
29
Dakota Wealth Management
Florida
$647K -$83.1K -1,200 -11%
FHA
30
Flagship Harbor Advisors
Massachusetts
$568K
IHL
31
Investment House LLC
California
$533K
HighTower Advisors
32
HighTower Advisors
Illinois
$494K +$192K +2,774 +64%
RJA
33
Raymond James & Associates
Florida
$481K -$17.4K -252 -4%
PSF
34
Pacific Sun Financial
California
$473K -$15.6K -225 -3%
JIC
35
Joel Isaacson & Co
New York
$470K
HBT
36
Hills Bank & Trust
Iowa
$434K -$34.5K -498 -7%
Two Sigma Investments
37
Two Sigma Investments
New York
$433K +$429K +6,200 New
SAM
38
SignalPoint Asset Management
Missouri
$433K
Goldman Sachs
39
Goldman Sachs
New York
$408K +$405K +5,845 New
CFD
40
Creative Financial Designs
Indiana
$393K +$20.7K +299 +6%
AWM
41
Axxcess Wealth Management
California
$373K
ACS
42
Archford Capital Strategies
Illinois
$372K -$13.4K -194 -4%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$337K -$62.8K -907 -16%
KAS
44
Kestra Advisory Services
Texas
$329K -$15.2K -220 -4%
SFM
45
Signet Financial Management
New Jersey
$308K -$4.85K -70 -2%
Jane Street
46
Jane Street
New York
$295K +$292K +4,221 New
Baird Financial Group
47
Baird Financial Group
Wisconsin
$270K
CMS
48
Capital Market Strategies
Florida
$260K -$3.46K -50 -1%
BCV
49
Banque Cantonale Vaudoise
Switzerland
$260K -$83.4K -1,204 -24%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$257K

PBE Hedge Fund Activity: Q3 2024 in Review

102 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2024, worth a combined $92.4M — down 0.42% from $92.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PBE positions and 7 closed out — a net gain of 2 holders — while 14 added to existing stakes and 35 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.2M. The largest seller was Gerber Kawasaki Wealth & Investment Management, cutting an estimated $6.65M.

  • 102 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2024, up from 100 in Q2 2024.
  • Funds reported $92.4M of Invesco Biotechnology & Genome ETF stock for Q3 2024, down 0.42% quarter-over-quarter.
  • 9 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2024 and 7 closed out, a net change of +2 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $1.2M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q3 2024 was Gerber Kawasaki Wealth & Investment Management, an estimated $6.65M sold.

Based on aggregated 13F filings for Q3 2024.