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Invesco Biotechnology & Genome ETF
PBE

78 hedge funds and large institutions have $61.8M invested in Invesco Biotechnology & Genome ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $57.4M → $61.8M (+$4.35M)

7% more funds holding

Funds holding: 73 → 78 (+5)

1.04% less ownership

Funds ownership: 27.1% → 26.05% (-1%)

67% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 30

Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
10
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$988K
2
JFM
Jackson Financial Management
California
+$716K
3
BCM
Beck Capital Management
Texas
+$387K
4
Truist Financial
Truist Financial
North Carolina
+$245K
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$209K

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$6.67M
2
OPCM
Osborne Partners Capital Management
California
-$796K
3
Morgan Stanley
Morgan Stanley
New York
-$623K
4
Bank of America
Bank of America
North Carolina
-$412K
5
RJA
Raymond James & Associates
Florida
-$366K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$219K +$204K +3,920 New
WA
52
WBH Advisory
Maryland
$210K +$196K +3,762 New
Baird Financial Group
53
Baird Financial Group
Wisconsin
$202K +$188K +3,613 New
WB
54
Webster Bank
Connecticut
$184K -$10.4K -200 -6%
JPLA
55
Joseph P. Lucia & Associates
New York
$72K -$3.75K -72 -5%
GEA
56
Glen Eagle Advisors
New Jersey
$64.8K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$63K – – –
JCM
58
Jacobi Capital Management
Pennsylvania
$45K – – –
MWM
59
Maltin Wealth Management
New Jersey
$37K +$34.7K +665 New
LDFR
60
Lehman & Derafelo Financial Resources
Pennsylvania
$34K – – –
FANJ
61
Financial Architects (New Jersey)
New Jersey
$28K – – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$28K +$19.9K +381 +328%
APA
63
American Portfolios Advisors
New York
$22.3K – – –
William Blair & Company
64
William Blair & Company
Illinois
$22K – – –
FP
65
Financial Perspectives
Minnesota
$19.5K +$18.2K +350 New
FCA
66
FinTrust Capital Advisors
South Carolina
$18K – – –
RFA
67
Reilly Financial Advisors
California
$17K – – –
APWM
68
Atlas Private Wealth Management
New York
$17K +$15.8K +303 New
S
69
SignatureFD
Georgia
$12K – – –
ME
70
McIlrath & Eck
Washington
$11K – – –
HIA
71
Harbor Investment Advisory
Maryland
$11K +$10.4K +200 New
ASN
72
Advisory Services Network
Georgia
$8K -$1.82K -35 -20%
VCP
73
Verus Capital Partners
Arizona
$8K +$7.82K +150 New
BFEC
74
Benjamin F. Edwards & Company
Missouri
$6K – – –
Fidelity Investments
75
Fidelity Investments
Massachusetts
$6K – – –
1 2
3
4

PBE Hedge Fund Activity: Q4 2019 in Review

78 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2019, worth a combined $61.8M — up 7.6% from $57.4M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PBE positions and 8 closed out — a net gain of 8 holders — while 10 added to existing stakes and 30 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $988K. The largest seller was Brinker Capital Investments, cutting an estimated $6.67M.

  • 78 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2019, up from 73 in Q3 2019.
  • Funds reported $61.8M of Invesco Biotechnology & Genome ETF stock for Q4 2019, up 7.6% quarter-over-quarter.
  • 16 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2019 and 8 closed out, a net change of +8 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q4 2019 was Royal Bank of Canada, an estimated $988K added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q4 2019 was Brinker Capital Investments, an estimated $6.67M sold.

Based on aggregated 13F filings for Q4 2019.