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Invesco Biotechnology & Genome ETF

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

2.11% more ownership

Funds ownership: 22.03%24.14% (+2.1%)

1% less capital invested

Capital invested by funds: $53.4M → $52.8M (-$612K)

5% less funds holding

Funds holding: 7773 (-4)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.47%
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
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$14.3K +244 +63%
JP Morgan Chase
55
JP Morgan Chase
New York
$35K
OC
56
Oakworth Capital
Alabama
$35K +$35.9K +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 +$13.6K +231 New
EWM
63
Elmwood Wealth Management
California
$12K
ME
64
McIlrath & Eck
Washington
$12K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$12K
S
66
SignatureFD
Georgia
$12K
HIA
67
Harbor Investment Advisory
Maryland
$11K
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$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 -$587 -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

PBE Hedge Fund Activity: Q3 2020 in Review

73 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2020, worth a combined $52.8M — down 1.1% from $53.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PBE and 6 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 16 added.

The largest buyer was Wells Fargo, adding an estimated $2.31M. The largest seller was UBS Group, cutting an estimated $1.98M.

  • 73 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2020, down from 77 in Q2 2020.
  • Funds reported $52.8M of Invesco Biotechnology & Genome ETF stock for Q3 2020, down 1.1% quarter-over-quarter.
  • 6 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2020 and 10 closed out, a net change of -4 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q3 2020 was Wells Fargo, an estimated $2.31M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q3 2020 was UBS Group, an estimated $1.98M sold.

Based on aggregated 13F filings for Q3 2020.