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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

82 hedge funds and large institutions have $129M invested in Invesco Biotechnology & Genome ETF in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
21
Increased
18
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAAS
First Allied Advisory Services
California
$2.45M
2
Stifel Financial
Stifel Financial
Missouri
$2.11M
3
LPL Financial
LPL Financial
California
$3.74M
4
Millennium Management
Millennium Management
New York
$596K
5
BWP
Baldwin Wealth Partners
Massachusetts
$2.18M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$471K
2
CWM
Concert Wealth Management
California
$1.08M
3
Deutsche Bank
Deutsche Bank
Germany
$5K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Wells Fargo
Wells Fargo
California
$8.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
51
Glenmede Trust
Pennsylvania
$169K -$14.5K -290 -8%
WEC
52
Winslow Evans & Crocker
Massachusetts
$153K – – –
LWA
53
Lowe Wealth Advisors
Maryland
$136K +$136K +2,700 New
ASN
54
Advisory Services Network
Georgia
$103K +$103K +1,925 New
Canada Life
55
Canada Life
Manitoba, Canada
$101K – – –
BC
56
Bartlett & Co
Ohio
$50K – – –
AWM
57
AllSquare Wealth Management
New York
$50K +$50K +1,000 New
WA
58
WFG Advisors
Texas
$47K +$503 +10 +1%
FANJ
59
Financial Architects (New Jersey)
New Jersey
$38K – – –
FCCM
60
First City Capital Management
Georgia
$31.4K +$31.4K +625 New
LFR
61
Lehman Financial Resources
Pennsylvania
$30K – – –
RFA
62
Reilly Financial Advisors
California
$30K – – –
Creative Planning
63
Creative Planning
Kansas
$30K +$20K +400 +200%
CFA
64
CT Financial Advisors
Pennsylvania
$29.8K +$29.8K +593 New
MCM
65
Manchester Capital Management
Vermont
$28K – – –
NES
66
New England Securities
New York
$19K – – –
PSI
67
Pinnacle Summer Investments
Virginia
$18K – – –
BCM
68
Blume Capital Management
California
$18K – – –
GWA
69
Genesis Wealth Advisors
Massachusetts
$16.6K +$16.6K +300 New
NFG
70
Next Financial Group
Texas
$15K +$5K +100 +50%
UFA
71
US Financial Advisors
Massachusetts
$15K +$15K +300 New
DADC
72
D.A. Davidson & Co
Montana
$14K – – –
AIP
73
Ameritas Investment Partners
Nebraska
$12K +$12K +255 New
BCMIO
74
Beacon Capital Management Inc (Ohio)
Ohio
$8K – – –
JFGIW
75
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K +$8K +165 New
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