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Invesco Biotechnology & Genome ETF
PBE

94 hedge funds and large institutions have $70.3M invested in Invesco Biotechnology & Genome ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $64.3M → $70.3M (+$5.98M)

7% more funds holding

Funds holding: 88 → 94 (+6)

0.28% more ownership

Funds ownership: 23.54% → 23.81% (+0.28%)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.14M
2
Morgan Stanley
Morgan Stanley
New York
+$850K
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$574K
4
Stifel Financial
Stifel Financial
Missouri
+$505K
5
LPL Financial
LPL Financial
California
+$250K

Top Sellers

Rank Fund Capital Flow
1
FP
Financial Perspectives
Minnesota
-$1.89M
2
AWM
Avitas Wealth Management
California
-$405K
3
Citadel Advisors
Citadel Advisors
Florida
-$295K
4
Osaic Holdings
Osaic Holdings
Arizona
-$277K
5
GT
Glenmede Trust
Pennsylvania
-$95.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$232K -$892 -12 -0.4%
UCFA
52
United Capital Financial Advisors
Texas
$229K – – –
AIFAIM
53
American Institute for Advanced Investment Management
Arizona
$223K – – –
HSA
54
HBK Sorce Advisory
Pennsylvania
$204K +$196K +2,644 New
GLLW
55
Graves Light Lenhart Wealth
Virginia
$127K -$6.76K -91 -5%
GEA
56
Glen Eagle Advisors
New Jersey
$89.7K – – –
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$82K – – –
SWM
58
Spire Wealth Management
Virginia
$77K – – –
APA
59
American Portfolios Advisors
New York
$68K +$4.98K +67 +8%
TWA
60
TCI Wealth Advisors
Arizona
$60K – – –
JCM
61
Jacobi Capital Management
Pennsylvania
$58K – – –
JPLA
62
Joseph P. Lucia & Associates
New York
$49K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$48K -$16.1K -217 -26%
OC
64
Oakworth Capital
Alabama
$47K – – –
SWM
65
Selective Wealth Management
Virginia
$39K +$37.1K +500 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$33K +$31K +417 New
JP Morgan Chase
67
JP Morgan Chase
New York
$31K – – –
William Blair & Company
68
William Blair & Company
Illinois
$31K – – –
FP
69
Financial Perspectives
Minnesota
$27.1K -$1.89M -25,487 -99%
FCA
70
FinTrust Capital Advisors
South Carolina
$24K – – –
LDFR
71
Lehman & Derafelo Financial Resources
Pennsylvania
$23K – – –
RFA
72
Reilly Financial Advisors
California
$23K – – –
SIM
73
Sonora Investment Management
Arizona
$20K +$19.2K +259 New
WWMSC
74
Wagner Wealth Management (South Carolina)
South Carolina
$19K +$14.5K +195 +390%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$18K – – –
1 2
3
4

PBE Hedge Fund Activity: Q2 2021 in Review

94 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q2 2021, worth a combined $70.3M — up 9.3% from $64.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PBE positions and 5 closed out — a net gain of 6 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.14M. The largest seller was Financial Perspectives, cutting an estimated $1.89M.

  • 94 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q2 2021, up from 88 in Q1 2021.
  • Funds reported $70.3M of Invesco Biotechnology & Genome ETF stock for Q2 2021, up 9.3% quarter-over-quarter.
  • 11 funds opened new Invesco Biotechnology & Genome ETF positions in Q2 2021 and 5 closed out, a net change of +6 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q2 2021 was Susquehanna International Group, an estimated $1.14M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q2 2021 was Financial Perspectives, an estimated $1.89M sold.

Based on aggregated 13F filings for Q2 2021.