Invesco Biotechnology & Genome ETF
PBE
51 hedge funds and large institutions have $60.7M invested in Invesco Biotechnology & Genome ETF in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
49% more capital invested
Capital invested by funds: $40.7M → $60.7M (+$20M)
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
28% more funds holding
Funds holding: 40 → 51 (+11)
2.04% more ownership
Funds ownership: 25.67% → 27.71% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$3.34M |
| 2 |
Morgan Stanley
New York
|
+$2.2M |
| 3 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$1.88M |
| 4 |
LPL Financial
San Diego,
California
|
+$910K |
| 5 |
WA
WFG Advisors
Dallas,
Texas
|
+$833K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.31M |
| 2 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$765K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$117K |
| 4 |
WB
Webster Bank
Waterbury,
Connecticut
|
-$43.1K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$32.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HR
51
Howe & Rusling
Rochester,
New York
| $1K | – | – | – |
|
|
GC
52
Guggenheim Capital
Chicago,
Illinois
| – | -$1.31M | -45,403 | Closed |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$23K | -800 | Closed |
|
|
T
54
Thomaspartners
Boston,
Massachusetts
| – | -$6K | -200 | Closed |
|
PBE Hedge Fund Activity: Q3 2013 in Review
51 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2013, worth a combined $60.7M — up 49% from $40.7M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PBE positions and 3 closed out — a net gain of 11 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Niemann Capital Management, opening a new position worth an estimated $3.34M. The largest seller was Guggenheim Capital, exiting entirely with an estimated $1.31M sold.
- 51 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2013, up from 40 in Q2 2013.
- Funds reported $60.7M of Invesco Biotechnology & Genome ETF stock for Q3 2013, up 49% quarter-over-quarter.
- 14 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2013 and 3 closed out, a net change of +11 holders.
- The largest Invesco Biotechnology & Genome ETF buyer in Q3 2013 was Niemann Capital Management, an estimated $3.34M added.
- The largest Invesco Biotechnology & Genome ETF seller in Q3 2013 was Guggenheim Capital, an estimated $1.31M sold.
Based on aggregated 13F filings for Q3 2013.