We are live on ! Find out more
PBE icon

Invesco Biotechnology & Genome ETF

76 hedge funds and large institutions have $46.3M invested in Invesco Biotechnology & Genome ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% less funds holding

Funds holding: 7876 (-2)

2.83% less ownership

Funds ownership: 26.05%23.23% (-2.8%)

25% less capital invested

Capital invested by funds: $61.8M → $46.3M (-$15.5M)

59% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 29

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$46K -$6.52K -125 -11%
JPLA
52
Joseph P. Lucia & Associates
New York
$43K -$19.8K -379 -29%
JCM
53
Jacobi Capital Management
Pennsylvania
$37K
LDFR
54
Lehman & Derafelo Financial Resources
Pennsylvania
$28K
JP Morgan Chase
55
JP Morgan Chase
New York
$28K +$31.9K +612 New
FANJ
56
Financial Architects (New Jersey)
New Jersey
$23K
William Blair & Company
57
William Blair & Company
Illinois
$19K
FP
58
Financial Perspectives
Minnesota
$16.3K
FCA
59
FinTrust Capital Advisors
South Carolina
$15K
RFA
60
Reilly Financial Advisors
California
$14K
APWM
61
Atlas Private Wealth Management
New York
$14K +$52 +1 +0.3%
AIC
62
Ameritas Investment Company
Nebraska
$14K +$15.6K +300 New
ASN
63
Advisory Services Network
Georgia
$11K +$4.69K +90 +64%
ME
64
McIlrath & Eck
Washington
$10K
S
65
SignatureFD
Georgia
$10K
EWM
66
Elmwood Wealth Management
California
$9.84K +$10.4K +200 New
APA
67
American Portfolios Advisors
New York
$9.3K -$10.4K -200 -50%
HIA
68
Harbor Investment Advisory
Maryland
$9K
TFGT
69
TS Financial Group (TSFG)
Illinois
$9K +$10.4K +200 New
VCP
70
Verus Capital Partners
Arizona
$7K
GSWM
71
Golden State Wealth Management
California
$6K +$6.26K +120 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$5K -$19.9K -381 -77%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$5K
SCA
74
Stonebridge Capital Advisors
Minnesota
$5K
HWA
75
HHM Wealth Advisors
Tennessee
$5K +$5.22K +100 New

PBE Hedge Fund Activity: Q1 2020 in Review

76 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q1 2020, worth a combined $46.3M — down 25% from $61.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PBE positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 29 trimmed.

The largest buyer was Jane Street, adding an estimated $289K. The largest seller was Royal Bank of Canada, cutting an estimated $1.47M.

  • 76 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q1 2020, down from 78 in Q4 2019.
  • Funds reported $46.3M of Invesco Biotechnology & Genome ETF stock for Q1 2020, down 25% quarter-over-quarter.
  • 8 funds opened new Invesco Biotechnology & Genome ETF positions in Q1 2020 and 6 closed out, a net change of +2 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q1 2020 was Jane Street, an estimated $289K added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q1 2020 was Royal Bank of Canada, an estimated $1.47M sold.

Based on aggregated 13F filings for Q1 2020.