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Invesco Biotechnology & Genome ETF

89 hedge funds and large institutions have $63M invested in Invesco Biotechnology & Genome ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $56.5M → $63M (+$6.5M)

3.69% more ownership

Funds ownership: 24.87%28.57% (+3.7%)

0% more funds holding

Funds holding: 8989 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

67% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 27

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
9
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
51
Graves Light Lenhart Wealth
Virginia
$92K
Citigroup
52
Citigroup
New York
$75K
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$61K
SWM
54
Spire Wealth Management
Virginia
$58K
APA
55
American Portfolios Advisors
New York
$54.7K
TWA
56
TCI Wealth Advisors
Arizona
$45K
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$42K
JPLA
58
Joseph P. Lucia & Associates
New York
$37K
OC
59
Oakworth Capital
Alabama
$35K
SPIA
60
Steward Partners Investment Advisory
New York
$33K -$103K -1,785 -76%
William Blair & Company
61
William Blair & Company
Illinois
$23K
IA
62
IFP Advisors
Florida
$21K
FP
63
Financial Perspectives
Minnesota
$20.2K
FCA
64
FinTrust Capital Advisors
South Carolina
$19K
LDFR
65
Lehman & Derafelo Financial Resources
Pennsylvania
$17K +$17.3K +300 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$14K
Fidelity Investments
67
Fidelity Investments
Massachusetts
$12K -$12K -209 -49%
BlackRock
68
BlackRock
New York
$12K
FA
69
Financial Avengers
California
$12K
ME
70
McIlrath & Eck
Washington
$12K
S
71
SignatureFD
Georgia
$12K
TFGT
72
TS Financial Group (TSFG)
Illinois
$12K
HIA
73
Harbor Investment Advisory
Maryland
$10K
CWA
74
Clearview Wealth Advisors
Oregon
$9K
FHA
75
First Horizon Advisors
Tennessee
$9K +$8.99K +156 New

PBE Hedge Fund Activity: Q2 2022 in Review

89 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q2 2022, worth a combined $63M — up 12% from $56.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PBE positions and 6 closed out — a net gain of 1 holder — while 9 added to existing stakes and 27 trimmed.

The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $8.95M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $707K sold.

  • 89 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $63M of Invesco Biotechnology & Genome ETF stock for Q2 2022, up 12% quarter-over-quarter.
  • 7 funds opened new Invesco Biotechnology & Genome ETF positions in Q2 2022 and 6 closed out, a net change of +1 holder.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q2 2022 was Gerber Kawasaki Wealth & Investment Management, an estimated $8.95M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q2 2022 was Susquehanna International Group, an estimated $707K sold.

Based on aggregated 13F filings for Q2 2022.