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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

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
Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.56%
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

1
AWA
1
Artemis Wealth Advisors
New York
$7.76M
2
Morgan Stanley
2
Morgan Stanley
New York
$13M
3
CAN
3
Cetera Advisor Networks
California
$1.54M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.82M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$695K

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$1.41M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.39M
3
PA
3
PFG Advisors
Arizona
$1.63M
4
Goldman Sachs
4
Goldman Sachs
New York
$453K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
51
WBH Advisory
Maryland
$250K – – –
Neuberger Berman Group
52
Neuberger Berman Group
New York
$249K -$2.85K -40 -1%
SIA
53
SkyView Investment Advisors
New Jersey
$248K – – –
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$239K +$239K +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 +$203K +2,850 New
SWM
61
Selective Wealth Management
Virginia
$178K – – –
Citigroup
62
Citigroup
New York
$133K -$86.6K -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 +$78K +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 +$66K +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 -$9.83K -135 -19%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$33K +$16.4K +231 +99%
William Blair & Company
75
William Blair & Company
Illinois
$28K – – –
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3
4 5