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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

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
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

1
ACM
Arlington Capital Management
Illinois
+$32.7M
2
UBS Group
UBS Group
Switzerland
+$1.38M
3
YIA
YHB Investment Advisors
Connecticut
+$1.27M
4
Wells Fargo
Wells Fargo
California
+$669K
5
Morgan Stanley
Morgan Stanley
New York
+$558K

Top Sellers

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
-$454K
4
CWM
Cornerstone Wealth Management
Missouri
-$353K
5
TAM
Trillium Asset Management
Massachusetts
-$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Ancora Advisors
Ohio
$62K +$62K +1,050 New
SWP
52
Stratos Wealth Partners
Ohio
$54K +$54K +909 New
GEA
53
Glen Eagle Advisors
New Jersey
$52.6K – – –
CLOS
54
Compagnie Lombard Odier SCmA
Switzerland
$51K +$51K +850 New
LF
55
Lee Financial
Texas
$46K – – –
WSTAM
56
Wilbanks Smith & Thomas Asset Management
Virginia
$34K +$34K +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 -$10.6K -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 +$2K +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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