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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

73 hedge funds and large institutions have $52.8M invested in Invesco Biotechnology & Genome ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$5.25M
2
Citadel Advisors
Citadel Advisors
Florida
$1.78M
3
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$789K
4
LPL Financial
LPL Financial
California
$1.9M
5
CAM
Cresset Asset Management
Illinois
$226K

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.73M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$730K
3
ACM
Anfield Capital Management
California
$1.73M
4
US Bancorp
US Bancorp
Minnesota
$961K
5
UCFA
United Capital Financial Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$67K – – –
GEA
52
Glen Eagle Advisors
New Jersey
$65.7K – – –
TWA
53
TCI Wealth Advisors
Arizona
$44K – – –
APA
54
American Portfolios Advisors
New York
$35.7K +$13.8K +244 +63%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$35K – – –
OC
56
Oakworth Capital
Alabama
$35K +$35K +611 New
JCM
57
Jacobi Capital Management
Pennsylvania
$34K – – –
LDFR
58
Lehman & Derafelo Financial Resources
Pennsylvania
$34K – – –
William Blair & Company
59
William Blair & Company
Illinois
$23K – – –
FP
60
Financial Perspectives
Minnesota
$19.8K – – –
RFA
61
Reilly Financial Advisors
California
$17K – – –
ASN
62
Advisory Services Network
Georgia
$13K +$13K +231 New
S
63
SignatureFD
Georgia
$12K – – –
ME
64
McIlrath & Eck
Washington
$12K – – –
EWM
65
Elmwood Wealth Management
California
$12K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$11K – – –
HIA
68
Harbor Investment Advisory
Maryland
$11K – – –
TFGT
69
TS Financial Group (TSFG)
Illinois
$11K – – –
APWM
70
Atlas Private Wealth Management
New York
$9K – – –
BFEC
71
Benjamin F. Edwards & Company
Missouri
$5K -$556 -10 -10%
AIP
72
Ameritas Investment Partners
Nebraska
$2K – – –
FCA
73
FinTrust Capital Advisors
South Carolina
$18 – – –
UCFA
74
United Capital Financial Advisors
Texas
– -$260K -4,462 Closed
Baird Financial Group
75
Baird Financial Group
Wisconsin
– -$211K -3,613 Closed
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