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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

64 hedge funds and large institutions have $52.9M invested in Invesco Biotechnology & Genome ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
21
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
$2.62M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$974K
3
SPIA
Steward Partners Investment Advisory
New York
$562K
4
MML Investors Services
MML Investors Services
Massachusetts
$541K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.12M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$639K
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
UBS Group
UBS Group
Switzerland
$4.26M
4
Bank of America
Bank of America
North Carolina
$5.09M
5
LPL Financial
LPL Financial
California
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$19K +$45 +1 +0.2%
AP
52
Advisors Preferred
Maryland
$15K +$15K +331 New
RFA
53
Reilly Financial Advisors
California
$14K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$10K – – –
AIM
55
Advantage Investment Management
Iowa
$9K – – –
AA
56
AlphaMark Advisors
Kentucky
$8K – – –
ASN
57
Advisory Services Network
Georgia
$7K +$3.68K +82 +111%
WAM
58
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
DADC
59
D.A. Davidson & Co
Montana
$4K -$7.24K -181 -64%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$4K – – –
WEC
61
Winslow Evans & Crocker
Massachusetts
$2.28K -$9.87K -216 -81%
AIP
62
Ameritas Investment Partners
Nebraska
$2K – – –
VWA
63
V Wealth Advisors
Kansas
$2K +$2K +35 New
IWM
64
IHT Wealth Management
Illinois
$1 – – –
Citadel Advisors
65
Citadel Advisors
Florida
– -$1.38M -32,667 Closed
HighTower Advisors
66
HighTower Advisors
Illinois
– -$412K -9,819 Closed
SG Americas Securities
67
SG Americas Securities
New York
– -$219K -5,175 Closed
TRCT
68
Tower Research Capital (TRC)
New York
– -$17K -399 Closed
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
– -$12K -276 Closed
BIG
70
Bellwether Investment Group
Tennessee
– -$3K -60 Closed
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