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Invesco Biotechnology & Genome ETF
PBE

74 hedge funds and large institutions have $93.2M invested in Invesco Biotechnology & Genome ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more capital invested

Capital invested by funds: $53.9M → $93.2M (+$39.3M)

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

7.39% more ownership

Funds ownership: 21.67% → 29.06% (+7.4%)

1% more funds holding

Funds holding: 73 → 74 (+1)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
15
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Arlington Capital Management
Illinois
+$32.1M
2
UBS Group
UBS Group
Switzerland
+$1.35M
3
YIA
YHB Investment Advisors
Connecticut
+$1.25M
4
Wells Fargo
Wells Fargo
California
+$657K
5
Morgan Stanley
Morgan Stanley
New York
+$548K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$730K
2
Jane Street
Jane Street
New York
-$645K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$445K
4
CWM
Cornerstone Wealth Management
Missouri
-$353K
5
TAM
Trillium Asset Management
Massachusetts
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
51
Ancora Advisors
Ohio
$62K +$61.3K +1,050 New
SWP
52
Stratos Wealth Partners
Ohio
$54K +$53K +909 New
GEA
53
Glen Eagle Advisors
New Jersey
$52.6K – – –
CLOS
54
Compagnie Lombard Odier SCmA
Switzerland
$51K +$49.6K +850 New
LF
55
Lee Financial
Texas
$46K – – –
WSTAM
56
Wilbanks Smith & Thomas Asset Management
Virginia
$34K +$33.8K +580 New
APA
57
American Portfolios Advisors
New York
$31.2K – – –
FANJ
58
Financial Architects (New Jersey)
New Jersey
$30K – – –
CWA
59
Clarus Wealth Advisors
Arizona
$27K – – –
William Blair & Company
60
William Blair & Company
Illinois
$24K – – –
RFA
61
Reilly Financial Advisors
California
$18K – – –
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$15K – – –
S
63
SignatureFD
Georgia
$13K – – –
AIM
64
Advantage Investment Management
Iowa
$12K – – –
ME
65
McIlrath & Eck
Washington
$12K – – –
EWM
66
Elmwood Wealth Management
California
$11.9K – – –
ASN
67
Advisory Services Network
Georgia
$10K – – –
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$7K -$10.3K -176 -60%
WAM
69
Wealthspire Advisors (Maryland)
Maryland
$6K – – –
GWM
70
Geneos Wealth Management
Colorado
$5K – – –
AIP
71
Ameritas Investment Partners
Nebraska
$2K – – –
RFC
72
Regions Financial Corp
Alabama
$2K +$1.57K +27 New
CWM
73
Cornerstone Wealth Management
Missouri
– -$353K -19,571 Closed
NDSI
74
Newman Dignan & Sheerar Inc
Rhode Island
– -$772 -14,115 Closed
Citadel Advisors
75
Citadel Advisors
Florida
– -$730K -13,348 Closed
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PBE Hedge Fund Activity: Q3 2018 in Review

74 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2018, worth a combined $93.2M — up 73% from $53.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PBE positions and 12 closed out — a net gain of 2 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Arlington Capital Management, opening a new position worth an estimated $32.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $730K sold.

  • 74 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2018, up from 73 in Q2 2018.
  • Funds reported $93.2M of Invesco Biotechnology & Genome ETF stock for Q3 2018, up 73% quarter-over-quarter.
  • 14 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2018 and 12 closed out, a net change of +2 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q3 2018 was Arlington Capital Management, an estimated $32.1M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q3 2018 was Citadel Advisors, an estimated $730K sold.

Based on aggregated 13F filings for Q3 2018.