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Invesco Biotechnology & Genome ETF
PBE

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

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

3% more funds holding

Funds holding: 94 → 97 (+3)

1.12% more ownership

Funds ownership: 23.81% → 24.94% (+1.1%)

4% more capital invested

Capital invested by funds: $70.3M → $73M (+$2.69M)

48% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 23

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

Rank Fund Capital Flow
1
AWA
Artemis Wealth Advisors
New York
+$4.15M
2
Goldman Sachs
Goldman Sachs
New York
+$1.02M
3
Stifel Financial
Stifel Financial
Missouri
+$659K
4
CC
Cypress Capital
Tennessee
+$287K
5
LPL Financial
LPL Financial
California
+$163K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$350K
3
HSA
HBK Sorce Advisory
Pennsylvania
-$204K
4
Citigroup
Citigroup
New York
-$147K
5
Morgan Stanley
Morgan Stanley
New York
-$117K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$231K -$147K -1,931 -39%
Citadel Advisors
52
Citadel Advisors
Florida
$231K -$64.8K -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 +$152K +2,000 +400%
BCV
57
Banque Cantonale Vaudoise
Switzerland
$150K +$152K +2,000 New
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$123K +$125K +1,640 New
GLLW
59
Graves Light Lenhart Wealth
Virginia
$119K -$3.81K -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 +$10.1K +133 +15%
SWM
63
Spire Wealth Management
Virginia
$75K – – –
IWA
64
IBEX Wealth Advisors
New Jersey
$68K +$68.8K +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 +$6.02K +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 – – –
JP Morgan Chase
71
JP Morgan Chase
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 – – –
1 2
3
4

PBE Hedge Fund Activity: Q3 2021 in Review

97 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2021, worth a combined $73M — up 3.8% from $70.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PBE positions and 3 closed out — a net gain of 5 holders — while 12 added to existing stakes and 23 trimmed.

The largest buyer was Artemis Wealth Advisors, opening a new position worth an estimated $4.15M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.19M sold.

  • 97 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2021, up from 94 in Q2 2021.
  • Funds reported $73M of Invesco Biotechnology & Genome ETF stock for Q3 2021, up 3.8% quarter-over-quarter.
  • 8 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2021 and 3 closed out, a net change of +5 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q3 2021 was Artemis Wealth Advisors, an estimated $4.15M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q3 2021 was Susquehanna International Group, an estimated $1.19M sold.

Based on aggregated 13F filings for Q3 2021.