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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

74 hedge funds and large institutions have $113M invested in Invesco Biotechnology & Genome ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$4M
2
Morgan Stanley
Morgan Stanley
New York
$26.9M
3
CLOS
Compagnie Lombard Odier SCmA
Switzerland
$1.08M
4
HBT
Hills Bank & Trust
Iowa
$2.29M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$364K

Top Sellers

1
Wells Fargo
Wells Fargo
California
$7.75M
2
Jane Street
Jane Street
New York
$237K
3
NCM
Niemann Capital Management
Nevada
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.25M
5
U
UBS
Switzerland
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$100K -$12.5K -286 -11%
Canada Life
52
Canada Life
Manitoba, Canada
$77K +$77K +2,000 New
AP
53
Advisors Preferred
Maryland
$71.9K -$276K -6,316 -79%
BRWA
54
B. Riley Wealth Advisors
Florida
$54.3K +$54.3K +1,241 New
Creative Planning
55
Creative Planning
Kansas
$52K +$43.3K +1,000 +500%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$44K – – –
BC
57
Bartlett & Co
Ohio
$44K – – –
1IC
58
1919 Investment Counsel
Maryland
$35K – – –
FANJ
59
Financial Architects (New Jersey)
New Jersey
$33K +$33K +750 New
PTC
60
Private Trust Company
Ohio
$31K – – –
FCCM
61
First City Capital Management
Georgia
$27.3K – – –
RFA
62
Reilly Financial Advisors
California
$27K – – –
LFR
63
Lehman Financial Resources
Pennsylvania
$26K – – –
BRWM
64
B. Riley Wealth Management
Tennessee
$26K +$26K +610 New
MCM
65
Manchester Capital Management
Vermont
$24K – – –
MAS
66
Madden Advisory Services
Florida
$17K – – –
NES
67
New England Securities
New York
$16K -$2.13K -50 -12%
PSI
68
Pinnacle Summer Investments
Virginia
$15K – – –
BCM
69
Blume Capital Management
California
$15K – – –
WTB
70
Washington Trust Bank
Washington
$14K +$14K +321 New
DADC
71
D.A. Davidson & Co
Montana
$12K – – –
BCMIO
72
Beacon Capital Management Inc (Ohio)
Ohio
$7K – – –
GSC
73
Ground Swell Capital
South Carolina
$5K +$5K +105 New
AA
74
Apriem Advisors
California
$4K – – –
BFEC
75
Benjamin F. Edwards & Company
Missouri
$2K – – –
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3
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