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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

97 hedge funds and large institutions have $73M invested in Invesco Biotechnology & Genome ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Artemis Wealth Advisors
New York
$4.08M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.01M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.18M
4
CC
4
Cypress Capital
Tennessee
$282K
5
LPL Financial
5
LPL Financial
California
$3.03M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.26M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$0
4
Citigroup
4
Citigroup
New York
$231K
5
Morgan Stanley
5
Morgan Stanley
New York
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$231K -$145K -1,931 -39%
Citadel Advisors
52
Citadel Advisors
Florida
$231K -$63.7K -850 -22%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$225K – – –
UCFA
54
United Capital Financial Advisors
Texas
$222K – – –
AIFAIM
55
American Institute for Advanced Investment Management
Arizona
$216K – – –
SWM
56
Selective Wealth Management
Virginia
$187K +$150K +2,000 +400%
BCV
57
Banque Cantonale Vaudoise
Switzerland
$150K +$150K +2,000 New
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$123K +$123K +1,640 New
GLLW
59
Graves Light Lenhart Wealth
Virginia
$119K -$3.75K -50 -3%
GEA
60
Glen Eagle Advisors
New Jersey
$86.8K – – –
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$79K – – –
APA
62
American Portfolios Advisors
New York
$75.8K +$9.95K +133 +15%
SWM
63
Spire Wealth Management
Virginia
$75K – – –
IWA
64
IBEX Wealth Advisors
New Jersey
$68K +$68K +903 New
TWA
65
TCI Wealth Advisors
Arizona
$58K – – –
JCM
66
Jacobi Capital Management
Pennsylvania
$56K – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$52K +$5.89K +79 +13%
JPLA
68
Joseph P. Lucia & Associates
New York
$48K – – –
OC
69
Oakworth Capital
Alabama
$46K – – –
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$32K – – –
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$30K – – –
William Blair & Company
72
William Blair & Company
Illinois
$30K – – –
FP
73
Financial Perspectives
Minnesota
$26.2K – – –
FCA
74
FinTrust Capital Advisors
South Carolina
$24K – – –
LDFR
75
Lehman & Derafelo Financial Resources
Pennsylvania
$22K – – –
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3
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