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Invesco Biotechnology & Genome ETF
PBE

86 hedge funds and large institutions have $64.6M invested in Invesco Biotechnology & Genome ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

3% more capital invested

Capital invested by funds: $63M → $64.6M (+$1.64M)

0.05% more ownership

Funds ownership: 28.57% → 28.61% (+0.05%)

3% less funds holding

Funds holding: 89 → 86 (-3)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
17
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
+$1.55M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$1.48M
3
LPL Financial
LPL Financial
California
+$826K
4
DWM
Dakota Wealth Management
Florida
+$794K
5
Bank of America
Bank of America
North Carolina
+$781K

Top Sellers

Rank Fund Capital Flow
1
AWA
Artemis Wealth Advisors
New York
-$3.86M
2
Citadel Advisors
Citadel Advisors
Florida
-$626K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$571K
4
UBS Group
UBS Group
Switzerland
-$320K
5
SWP
Stratos Wealth Partners
Ohio
-$222K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$59K – – –
APA
52
American Portfolios Advisors
New York
$55.8K – – –
TWA
53
TCI Wealth Advisors
Arizona
$46K – – –
C
54
Covestor
United Kingdom
$45K +$47.3K +767 New
ATC
55
Adirondack Trust Company
New York
$41K +$43.1K +700 New
OC
56
Oakworth Capital
Alabama
$36K – – –
SPIA
57
Steward Partners Investment Advisory
New York
$34K – – –
William Blair & Company
58
William Blair & Company
Illinois
$24K – – –
IA
59
IFP Advisors
Florida
$22K +$1.05K +17 +4%
AWM
60
Activest Wealth Management
Florida
$21K +$21.9K +355 New
FP
61
Financial Perspectives
Minnesota
$20.6K – – –
FCA
62
FinTrust Capital Advisors
South Carolina
$20K – – –
LDFR
63
Lehman & Derafelo Financial Resources
Pennsylvania
$18K – – –
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$14K – – –
BlackRock
65
BlackRock
New York
$13K – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$13K – – –
S
67
SignatureFD
Georgia
$13K – – –
FA
68
Financial Avengers
California
$12K – – –
ME
69
McIlrath & Eck
Washington
$12K – – –
TFGT
70
TS Financial Group (TSFG)
Illinois
$12K – – –
HIA
71
Harbor Investment Advisory
Maryland
$11K – – –
CWA
72
Clearview Wealth Advisors
Oregon
$9K – – –
FHA
73
First Horizon Advisors
Tennessee
$9K – – –
HWMA
74
Heritage Wealth Management (Arizona)
Arizona
$9K – – –
HI
75
Harbour Investments
Wisconsin
$8K – – –
1 2
3
4

PBE Hedge Fund Activity: Q3 2022 in Review

86 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2022, worth a combined $64.6M — up 2.6% from $63M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PBE and 9 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 17 added.

The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $1.55M. The largest seller was Artemis Wealth Advisors, exiting entirely with an estimated $3.86M sold.

  • 86 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2022, down from 89 in Q2 2022.
  • Funds reported $64.6M of Invesco Biotechnology & Genome ETF stock for Q3 2022, up 2.6% quarter-over-quarter.
  • 9 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2022 and 11 closed out, a net change of -2 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q3 2022 was CreativeOne Wealth, an estimated $1.55M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q3 2022 was Artemis Wealth Advisors, an estimated $3.86M sold.

Based on aggregated 13F filings for Q3 2022.