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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

74 hedge funds and large institutions have $53.2M invested in Invesco Biotechnology & Genome ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PSF
Pacific Sun Financial
California
+$639K
2
Jane Street
Jane Street
New York
+$377K
3
HighTower Advisors
HighTower Advisors
Illinois
+$302K
4
Morgan Stanley
Morgan Stanley
New York
+$298K
5
BRWA
B. Riley Wealth Advisors
Florida
+$205K

Top Sellers

1
VF
Virtu Financial
New York
-$1.47M
2
Wells Fargo
Wells Fargo
California
-$333K
3
TAM
Trillium Asset Management
Massachusetts
-$320K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$228K
5
Bank of America
Bank of America
North Carolina
-$225K
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
51
Jacobi Capital Management
Pennsylvania
$57K – – –
SWP
52
Stratos Wealth Partners
Ohio
$46K -$3.69K -75 -7%
SEI Investments
53
SEI Investments
Pennsylvania
$46K – – –
LF
54
Lee Financial
Texas
$38K – – –
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30K – – –
APA
56
American Portfolios Advisors
New York
$25.8K – – –
FANJ
57
Financial Architects (New Jersey)
New Jersey
$25K – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
William Blair & Company
59
William Blair & Company
Illinois
$20K +$20K +400 New
IWM
60
IHT Wealth Management
Illinois
$16K – – –
RFA
61
Reilly Financial Advisors
California
$15K – – –
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$12K – – –
GFP
63
Gryphon Financial Partners
Ohio
$11K +$2.99K +59 +37%
ME
64
McIlrath & Eck
Washington
$10K – – –
AIM
65
Advantage Investment Management
Iowa
$10K – – –
PCM
66
Peak Capital Management
Colorado
$10K +$10K +196 New
S
67
SignatureFD
Georgia
$10K +$10K +213 New
EWM
68
Elmwood Wealth Management
California
$9.84K +$9.84K +200 New
ASN
69
Advisory Services Network
Georgia
$9K – – –
WAM
70
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
AIP
71
Ameritas Investment Partners
Nebraska
$2K – – –
RFC
72
Regions Financial Corp
Alabama
$1K – – –
RWA
73
Ropes Wealth Advisors
Massachusetts
$1K +$1K +19 New
TAM
74
Trillium Asset Management
Massachusetts
– -$320K -6,795 Closed
CA
75
Calton & Associates
Florida
– -$28K -544 Closed
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