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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

73 hedge funds and large institutions have $129M invested in Invesco Biotechnology & Genome ETF in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+13
Holders Change %
+21.67%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
25
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.29M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.45M
3
U
3
UBS
Switzerland
$17.5M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$3.22M
5
VKH
5
Virtu KCG Holdings
New York
$2.63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.3M
2
FAAS
2
First Allied Advisory Services
California
$0
3
PFG
3
Pacific Financial Group
Washington
$0
4
Invesco
4
Invesco
Georgia
$0
5
B
5
Baird
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
51
Winslow Evans & Crocker
Massachusetts
$134K – – –
Ameriprise
52
Ameriprise
Minnesota
$106K -$63K -1,528 -37%
BC
53
Bartlett & Co
Ohio
$42K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$42K – – –
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$42K – – –
1IC
56
1919 Investment Counsel
Maryland
$34K -$12.8K -300 -27%
CFA
57
CT Financial Advisors
Pennsylvania
$32.7K +$32.7K +594 New
PTC
58
Private Trust Company
Ohio
$29K +$29K +700 New
MFS
59
MSI Financial Services
Massachusetts
$28K +$20.1K +480 +253%
FCCM
60
First City Capital Management
Georgia
$26K +$26K +625 New
LFR
61
Lehman Financial Resources
Pennsylvania
$25K – – –
RFA
62
Reilly Financial Advisors
California
$25K – – –
MCM
63
Manchester Capital Management
Vermont
$23K +$23K +550 New
NES
64
New England Securities
New York
$18K -$1.27K -30 -7%
MAS
65
Madden Advisory Services
Florida
$17K – – –
BCM
66
Blume Capital Management
California
$15K +$15K +350 New
PSI
67
Pinnacle Summer Investments
Virginia
$14K – – –
MA
68
MUFG Americas
New York
$12K +$12K +296 New
DADC
69
D.A. Davidson & Co
Montana
$11K – – –
Creative Planning
70
Creative Planning
Kansas
$8K – – –
BCMIO
71
Beacon Capital Management Inc (Ohio)
Ohio
$6K – – –
AA
72
Apriem Advisors
California
$4K – – –
BFEC
73
Benjamin F. Edwards & Company
Missouri
$2K – – –
FAAS
74
First Allied Advisory Services
California
– -$632K -17,038 Closed
PFG
75
Pacific Financial Group
Washington
– -$274K -7,397 Closed
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3
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