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Invesco Biotechnology & Genome ETF
PBE

81 hedge funds and large institutions have $64.8M invested in Invesco Biotechnology & Genome ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

0% more funds holding

Funds holding: 81 → 81 (0)

1.87% less ownership

Funds ownership: 29.13% → 27.25% (-1.9%)

20% less capital invested

Capital invested by funds: $80.7M → $64.8M (-$15.8M)

69% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 29

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
9
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
+$8.04M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.69M
3
Jane Street
Jane Street
New York
+$919K
4
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
+$797K
5
IHL
Investment House LLC
California
+$220K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$6.3M
2
UBS Group
UBS Group
Switzerland
-$4.75M
3
Morgan Stanley
Morgan Stanley
New York
-$2.42M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.89M
5
RJA
Raymond James & Associates
Florida
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
51
Glen Eagle Advisors
New Jersey
$62.1K +$5.19K +100 +9%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$61K +$6.74K +130 +13%
IWA
53
IBEX Wealth Advisors
New Jersey
$61K +$60K +1,157 New
JCM
54
Jacobi Capital Management
Pennsylvania
$43K – – –
LDFR
55
Lehman & Derafelo Financial Resources
Pennsylvania
$32K – – –
BBHC
56
Brown Brothers Harriman & Co
New York
$27K – – –
FANJ
57
Financial Architects (New Jersey)
New Jersey
$27K – – –
APA
58
American Portfolios Advisors
New York
$21.4K -$6.48K -125 -24%
William Blair & Company
59
William Blair & Company
Illinois
$21K – – –
FCA
60
FinTrust Capital Advisors
South Carolina
$17K – – –
RFA
61
Reilly Financial Advisors
California
$16K – – –
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$13K – – –
AIM
63
Advantage Investment Management
Iowa
$11K – – –
EWM
64
Elmwood Wealth Management
California
$11K – – –
ME
65
McIlrath & Eck
Washington
$11K – – –
S
66
SignatureFD
Georgia
$11K – – –
ASN
67
Advisory Services Network
Georgia
$9K – – –
GSWM
68
Golden State Wealth Management
California
$6K – – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
GWM
70
Geneos Wealth Management
Colorado
$5K -$15.6K -300 -75%
AF
71
Arrow Financial
New York
$5K +$5.19K +100 New
BFEC
72
Benjamin F. Edwards & Company
Missouri
$5K +$5.19K +100 New
SCA
73
Stonebridge Capital Advisors
Minnesota
$5K +$5.19K +100 New
DWM
74
Doyle Wealth Management
Florida
$3K +$2.59K +50 New
AIP
75
Ameritas Investment Partners
Nebraska
$2K – – –
1 2
3
4

PBE Hedge Fund Activity: Q2 2019 in Review

81 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q2 2019, worth a combined $64.8M — down 20% from $80.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PBE positions and 8 closed out — a net gain of 3 holders — while 9 added to existing stakes and 29 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $8.04M. The largest seller was HighTower Advisors, cutting an estimated $6.3M.

  • 81 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $64.8M of Invesco Biotechnology & Genome ETF stock for Q2 2019, down 20% quarter-over-quarter.
  • 11 funds opened new Invesco Biotechnology & Genome ETF positions in Q2 2019 and 8 closed out, a net change of +3 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q2 2019 was Brinker Capital Investments, an estimated $8.04M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q2 2019 was HighTower Advisors, an estimated $6.3M sold.

Based on aggregated 13F filings for Q2 2019.