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Invesco Biotechnology & Genome ETF

77 hedge funds and large institutions have $53.4M invested in Invesco Biotechnology & Genome ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $46.3M → $53.4M (+$7.13M)

1% more funds holding

Funds holding: 7677 (+1)

1.19% less ownership

Funds ownership: 23.23%22.03% (-1.2%)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$68K +$63.3K +1,161 New
GEA
52
Glen Eagle Advisors
New Jersey
$67.6K
TWA
53
TCI Wealth Advisors
Arizona
$45K +$42.2K +775 New
JPLA
54
Joseph P. Lucia & Associates
New York
$37K -$15.3K -281 -31%
JP Morgan Chase
55
JP Morgan Chase
New York
$36K
JCM
56
Jacobi Capital Management
Pennsylvania
$35K -$10.9K -200 -25%
LDFR
57
Lehman & Derafelo Financial Resources
Pennsylvania
$35K
FANJ
58
Financial Architects (New Jersey)
New Jersey
$29K
William Blair & Company
59
William Blair & Company
Illinois
$23K
APA
60
American Portfolios Advisors
New York
$22.5K +$10.1K +186 +93%
FP
61
Financial Perspectives
Minnesota
$20.4K
FCA
62
FinTrust Capital Advisors
South Carolina
$18K
RFA
63
Reilly Financial Advisors
California
$17K
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$12K -$43.6K -800 -80%
EWM
65
Elmwood Wealth Management
California
$12K
HIA
66
Harbor Investment Advisory
Maryland
$12K
ME
67
McIlrath & Eck
Washington
$12K
S
68
SignatureFD
Georgia
$12K
TFGT
69
TS Financial Group (TSFG)
Illinois
$12K
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$12K +$5.07K +93 +80%
APWM
71
Atlas Private Wealth Management
New York
$9K -$8.34K -153 -50%
AP
72
Advisors Preferred
Maryland
$7K +$6.81K +125 New
BFEC
73
Benjamin F. Edwards & Company
Missouri
$6K
HWA
74
HHM Wealth Advisors
Tennessee
$6K
SCA
75
Stonebridge Capital Advisors
Minnesota
$6K

PBE Hedge Fund Activity: Q2 2020 in Review

77 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q2 2020, worth a combined $53.4M — up 15% from $46.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PBE positions and 7 closed out — a net gain of 2 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was Anfield Capital Management, adding an estimated $970K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.77M sold.

  • 77 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q2 2020, up from 76 in Q1 2020.
  • Funds reported $53.4M of Invesco Biotechnology & Genome ETF stock for Q2 2020, up 15% quarter-over-quarter.
  • 9 funds opened new Invesco Biotechnology & Genome ETF positions in Q2 2020 and 7 closed out, a net change of +2 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q2 2020 was Anfield Capital Management, an estimated $970K added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q2 2020 was Citadel Advisors, an estimated $1.77M sold.

Based on aggregated 13F filings for Q2 2020.