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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

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
Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.44%
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
–

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$701K
2
Wells Fargo
Wells Fargo
California
$6.74M
3
Osaic Holdings
Osaic Holdings
Arizona
$3.07M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$211K
5
UCFA
United Capital Financial Advisors
Texas
$208K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$332K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.4M
3
Morgan Stanley
Morgan Stanley
New York
$9.39M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
COF
Capital One Financial
Virginia
$463K
Name Holding Trade Value Shares
Change 		Shares
Change %
GLLW
51
Graves Light Lenhart Wealth
Virginia
$127K +$127K +1,808 New
GEA
52
Glen Eagle Advisors
New Jersey
$81.4K – – –
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$74K -$7.51K -107 -9%
TWA
54
TCI Wealth Advisors
Arizona
$54K – – –
JCM
55
Jacobi Capital Management
Pennsylvania
$53K +$10.6K +150 +25%
APA
56
American Portfolios Advisors
New York
$50K +$5.82K +83 +13%
JPLA
57
Joseph P. Lucia & Associates
New York
$45K +$45K +638 New
OC
58
Oakworth Capital
Alabama
$43K – – –
LDFR
59
Lehman & Derafelo Financial Resources
Pennsylvania
$42K – – –
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$28K -$14.5K -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 +$2.33K +34 +17%
S
67
SignatureFD
Georgia
$15K – – –
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$15K – – –
ME
69
McIlrath & Eck
Washington
$14K – – –
HIA
70
Harbor Investment Advisory
Maryland
$14K – – –
TFGT
71
TS Financial Group (TSFG)
Illinois
$14K – – –
FA
72
Financial Avengers
California
$14K +$14K +200 New
APWM
73
Atlas Private Wealth Management
New York
$11K – – –
FHA
74
First Horizon Advisors
Tennessee
$10K +$10K +156 New
D
75
Diversified
Delaware
$8K +$8K +135 New
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