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Invesco Biotechnology & Genome ETF
PBE

101 hedge funds and large institutions have $77.1M invested in Invesco Biotechnology & Genome ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $73M → $77.1M (+$4.08M)

4% more funds holding

Funds holding: 97 → 101 (+4)

2.89% more ownership

Funds ownership: 24.94% → 27.83% (+2.9%)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
18
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Artemis Wealth Advisors
New York
+$3.95M
2
Morgan Stanley
Morgan Stanley
New York
+$2.23M
3
CAN
Cetera Advisor Networks
California
+$1.56M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$786K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$707K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$684K
2
Osaic Holdings
Osaic Holdings
Arizona
-$654K
3
PA
PFG Advisors
Arizona
-$639K
4
Goldman Sachs
Goldman Sachs
New York
-$511K
5
Citadel Advisors
Citadel Advisors
Florida
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
51
WBH Advisory
Maryland
$250K – – –
Neuberger Berman Group
52
Neuberger Berman Group
New York
$249K -$2.9K -40 -1%
SIA
53
SkyView Investment Advisors
New Jersey
$248K – – –
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$239K +$243K +3,354 New
WB
55
Webster Bank
Connecticut
$235K – – –
HighTower Advisors
56
HighTower Advisors
Illinois
$222K – – –
Baird Financial Group
57
Baird Financial Group
Wisconsin
$214K – – –
UCFA
58
United Capital Financial Advisors
Texas
$211K – – –
AIFAIM
59
American Institute for Advanced Investment Management
Arizona
$205K – – –
CWM
60
C2C Wealth Management
Arizona
$203K +$206K +2,850 New
SWM
61
Selective Wealth Management
Virginia
$178K – – –
Citigroup
62
Citigroup
New York
$133K -$88K -1,215 -39%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$117K – – –
GLLW
64
Graves Light Lenhart Wealth
Virginia
$113K – – –
SCA
65
Snowden Capital Advisors
New York
$78K +$79.6K +1,100 New
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$75K – – –
APA
67
American Portfolios Advisors
New York
$72.1K – – –
SWM
68
Spire Wealth Management
Virginia
$71K – – –
RPCONE
69
Retirement Planning Company of New England
Rhode Island
$66K +$67.3K +930 New
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$64K +$33.7K +465 +112%
TWA
71
TCI Wealth Advisors
Arizona
$55K – – –
OC
72
Oakworth Capital
Alabama
$44K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$41K -$9.77K -135 -19%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$33K +$16.7K +231 +99%
William Blair & Company
75
William Blair & Company
Illinois
$28K – – –
1 2
3
4 5

PBE Hedge Fund Activity: Q4 2021 in Review

101 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2021, worth a combined $77.1M — up 5.6% from $73M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PBE positions and 8 closed out — a net gain of 6 holders — while 18 added to existing stakes and 22 trimmed.

The largest buyer was Artemis Wealth Advisors, adding an estimated $3.95M. The largest seller was Stifel Financial, cutting an estimated $684K.

  • 101 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2021, up from 97 in Q3 2021.
  • Funds reported $77.1M of Invesco Biotechnology & Genome ETF stock for Q4 2021, up 5.6% quarter-over-quarter.
  • 14 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2021 and 8 closed out, a net change of +6 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q4 2021 was Artemis Wealth Advisors, an estimated $3.95M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q4 2021 was Stifel Financial, an estimated $684K sold.

Based on aggregated 13F filings for Q4 2021.