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Invesco Biotechnology & Genome ETF

81 hedge funds and large institutions have $80.7M invested in Invesco Biotechnology & Genome ETF in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

14% more funds holding

Funds holding: 7181 (+10)

7% more capital invested

Capital invested by funds: $75.4M → $80.7M (+$5.21M)

0.88% less ownership

Funds ownership: 30.01%29.13% (-0.88%)

30% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 23

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
81
Holders Change
+10
Holders Change %
+14.08%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
16
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFH
51
NEXT Financial Holdings
Texas
$132K +$127K +2,400 New
IA
52
IFP Advisors
Florida
$90K -$22.8K -431 -21%
GEA
53
Glen Eagle Advisors
New Jersey
$58.5K +$9.25K +175 +20%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$55K -$3.96K -75 -7%
AP
55
Advisors Preferred
Maryland
$49K +$47.1K +891 New
CFS
56
Ceros Financial Services
Maryland
$49K +$47.1K +891 New
JCM
57
Jacobi Capital Management
Pennsylvania
$44K -$21.1K -400 -33%
LDFR
58
Lehman & Derafelo Financial Resources
Pennsylvania
$33K
CHP
59
Cable Hill Partners
Oregon
$33K +$31.7K +600 New
APA
60
American Portfolios Advisors
New York
$29K +$10.6K +200 +62%
FANJ
61
Financial Architects (New Jersey)
New Jersey
$28K
BBHC
62
Brown Brothers Harriman & Co
New York
$28K +$26.4K +500 New
CWA
63
Clarus Wealth Advisors
Arizona
$25K
William Blair & Company
64
William Blair & Company
Illinois
$22K
GWM
65
Geneos Wealth Management
Colorado
$22K +$15.9K +300 +300%
FCA
66
FinTrust Capital Advisors
South Carolina
$17K
RFA
67
Reilly Financial Advisors
California
$17K
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$14K
S
69
SignatureFD
Georgia
$12K
AIM
70
Advantage Investment Management
Iowa
$11K
EWM
71
Elmwood Wealth Management
California
$11K
ME
72
McIlrath & Eck
Washington
$11K
ASN
73
Advisory Services Network
Georgia
$10K
GSWM
74
Golden State Wealth Management
California
$7K +$6.34K +120 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$6K

PBE Hedge Fund Activity: Q1 2019 in Review

81 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q1 2019, worth a combined $80.7M — up 6.9% from $75.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PBE positions and 3 closed out — a net gain of 10 holders — while 16 added to existing stakes and 23 trimmed.

The largest buyer was UBS Group, adding an estimated $4.19M. The largest seller was Arlington Capital Management, exiting entirely with an estimated $12.8M sold.

  • 81 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q1 2019, up from 71 in Q4 2018.
  • Funds reported $80.7M of Invesco Biotechnology & Genome ETF stock for Q1 2019, up 6.9% quarter-over-quarter.
  • 13 funds opened new Invesco Biotechnology & Genome ETF positions in Q1 2019 and 3 closed out, a net change of +10 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q1 2019 was UBS Group, an estimated $4.19M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q1 2019 was Arlington Capital Management, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2019.