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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

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
Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.49%
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

1
CW
1
CreativeOne Wealth
Kansas
$1.48M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$10.8M
3
LPL Financial
3
LPL Financial
California
$2.51M
4
DWM
4
Dakota Wealth Management
Florida
$759K
5
Bank of America
5
Bank of America
North Carolina
$3.56M

Top Sellers

1
AWA
1
Artemis Wealth Advisors
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.49M
4
UBS Group
4
UBS Group
Switzerland
$5.05M
5
SWP
5
Stratos Wealth Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$45K +767 New
ATC
55
Adirondack Trust Company
New York
$41K +$41K +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 +$886 +17 +4%
AWM
60
Activest Wealth Management
Florida
$21K +$21K +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 – – –
S
65
SignatureFD
Georgia
$13K – – –
BlackRock
66
BlackRock
New York
$13K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$13K – – –
ME
68
McIlrath & Eck
Washington
$12K – – –
TFGT
69
TS Financial Group (TSFG)
Illinois
$12K – – –
FA
70
Financial Avengers
California
$12K – – –
HIA
71
Harbor Investment Advisory
Maryland
$11K – – –
HWMA
72
Heritage Wealth Management (Arizona)
Arizona
$9K – – –
CWA
73
Clearview Wealth Advisors
Oregon
$9K – – –
FHA
74
First Horizon Advisors
Tennessee
$9K – – –
HI
75
Harbour Investments
Wisconsin
$8K – – –
1 2
3
4