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Invesco Biotechnology & Genome ETF

88 hedge funds and large institutions have $64.3M invested in Invesco Biotechnology & Genome ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

9% more funds holding

Funds holding: 8188 (+7)

8% more capital invested

Capital invested by funds: $59.7M → $64.3M (+$4.59M)

0.5% more ownership

Funds ownership: 23.04%23.54% (+0.5%)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$219K
AIFAIM
52
American Institute for Advanced Investment Management
Arizona
$213K
GLLW
53
Graves Light Lenhart Wealth
Virginia
$128K -$6.05K -80 -4%
GEA
54
Glen Eagle Advisors
New Jersey
$85.6K
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$78K
SWM
56
Spire Wealth Management
Virginia
$74K +$75.6K +1,000 New
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$62K +$47.4K +627 +300%
APA
58
American Portfolios Advisors
New York
$60K +$7.56K +100 +14%
TWA
59
TCI Wealth Advisors
Arizona
$57K
JCM
60
Jacobi Capital Management
Pennsylvania
$55K
JPLA
61
Joseph P. Lucia & Associates
New York
$47K
OC
62
Oakworth Capital
Alabama
$45K
JP Morgan Chase
63
JP Morgan Chase
New York
$30K
William Blair & Company
64
William Blair & Company
Illinois
$30K
FCA
65
FinTrust Capital Advisors
South Carolina
$23K
AIC
66
Ameritas Investment Company
Nebraska
$22.1K +$22.7K +300 New
LDFR
67
Lehman & Derafelo Financial Resources
Pennsylvania
$22K -$22.7K -300 -50%
RFA
68
Reilly Financial Advisors
California
$22K
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$17K
S
70
SignatureFD
Georgia
$16K
BlackRock
71
BlackRock
New York
$16K +$16.1K +213 New
FA
72
Financial Avengers
California
$15K
ME
73
McIlrath & Eck
Washington
$15K
TFGT
74
TS Financial Group (TSFG)
Illinois
$15K
EWM
75
Elmwood Wealth Management
California
$15K +$15.1K +200 New

PBE Hedge Fund Activity: Q1 2021 in Review

88 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q1 2021, worth a combined $64.3M — up 7.7% from $59.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PBE positions and 3 closed out — a net gain of 7 holders — while 19 added to existing stakes and 23 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $1.93M. The largest seller was Bank of America, cutting an estimated $746K.

  • 88 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q1 2021, up from 81 in Q4 2020.
  • Funds reported $64.3M of Invesco Biotechnology & Genome ETF stock for Q1 2021, up 7.7% quarter-over-quarter.
  • 10 funds opened new Invesco Biotechnology & Genome ETF positions in Q1 2021 and 3 closed out, a net change of +7 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q1 2021 was Financial Perspectives, an estimated $1.93M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q1 2021 was Bank of America, an estimated $746K sold.

Based on aggregated 13F filings for Q1 2021.