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Invesco Biotechnology & Genome ETF

81 hedge funds and large institutions have $59.7M invested in Invesco Biotechnology & Genome ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

13% more capital invested

Capital invested by funds: $52.8M → $59.7M (+$6.96M)

11% more funds holding

Funds holding: 7381 (+8)

1.1% less ownership

Funds ownership: 24.14%23.04% (-1.1%)

52% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 27

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
13
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
51
Graves Light Lenhart Wealth
Virginia
$127K +$114K +1,808 New
GEA
52
Glen Eagle Advisors
New Jersey
$81.4K
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$74K -$6.77K -107 -9%
TWA
54
TCI Wealth Advisors
Arizona
$54K
JCM
55
Jacobi Capital Management
Pennsylvania
$53K +$9.5K +150 +25%
APA
56
American Portfolios Advisors
New York
$50K +$5.25K +83 +13%
JPLA
57
Joseph P. Lucia & Associates
New York
$45K +$40.4K +638 New
OC
58
Oakworth Capital
Alabama
$43K
LDFR
59
Lehman & Derafelo Financial Resources
Pennsylvania
$42K
JP Morgan Chase
60
JP Morgan Chase
New York
$28K -$13.2K -209 -34%
William Blair & Company
61
William Blair & Company
Illinois
$28K
FP
62
Financial Perspectives
Minnesota
$24.5K
FCA
63
FinTrust Capital Advisors
South Carolina
$22K
RFA
64
Reilly Financial Advisors
California
$21K
ASN
65
Advisory Services Network
Georgia
$16K
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$16K +$2.15K +34 +17%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$15K
S
68
SignatureFD
Georgia
$15K
HIA
69
Harbor Investment Advisory
Maryland
$14K
ME
70
McIlrath & Eck
Washington
$14K
TFGT
71
TS Financial Group (TSFG)
Illinois
$14K
FA
72
Financial Avengers
California
$14K +$12.7K +200 New
APWM
73
Atlas Private Wealth Management
New York
$11K
FHA
74
First Horizon Advisors
Tennessee
$10K +$9.88K +156 New
D
75
Diversified
Delaware
$8K +$8.55K +135 New

PBE Hedge Fund Activity: Q4 2020 in Review

81 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2020, worth a combined $59.7M — up 13% from $52.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PBE positions and 4 closed out — a net gain of 10 holders — while 13 added to existing stakes and 27 trimmed.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $633K. The largest seller was Citadel Advisors, cutting an estimated $1.69M.

  • 81 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2020, up from 73 in Q3 2020.
  • Funds reported $59.7M of Invesco Biotechnology & Genome ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 14 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2020 and 4 closed out, a net change of +10 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q4 2020 was Rockefeller Capital Management, an estimated $633K added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.69M sold.

Based on aggregated 13F filings for Q4 2020.