We are live on ! Find out more
PBE icon

Invesco Biotechnology & Genome ETF

103 hedge funds and large institutions have $77.6M invested in Invesco Biotechnology & Genome ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

20% more capital invested

Capital invested by funds: $64.6M → $77.6M (+$13M)

20% more funds holding

Funds holding: 86103 (+17)

2.27% more ownership

Funds ownership: 28.61%30.89% (+2.3%)

50% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 28

Holders
103
Holders Change
+17
Holders Change %
+19.77%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
14
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCAG
51
First Capital Advisors Group
New Jersey
$221K
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$219K -$16.1K -254 -7%
PWM
53
PRW Wealth Management
Massachusetts
$210K +$209K +3,300 New
WB
54
Webster Bank
Connecticut
$209K
SWP
55
Stratos Wealth Partners
Ohio
$207K +$207K +3,263 New
Brown Advisory
56
Brown Advisory
Maryland
$202K +$202K +3,180 New
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$177K -$3.81K -60 -2%
GM
58
GeoWealth Management
Illinois
$147K -$37K -584 -20%
MPCL
59
My Personal CFO LLC
Washington
$127K +$127 +2 New
CFD
60
Creative Financial Designs
Indiana
$126K -$63 -1 -0.1%
ASN
61
Advisory Services Network
Georgia
$99.1K +$99K +1,560 New
Citigroup
62
Citigroup
New York
$82.7K
SWM
63
Spire Wealth Management
Virginia
$63K
BAM
64
Belpointe Asset Management
Nevada
$51.4K +$51.4K +810 New
TWA
65
TCI Wealth Advisors
Arizona
$49.2K
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$48.6K -$6.03K -95 -12%
ATC
67
Adirondack Trust Company
New York
$44.4K
SPIA
68
Steward Partners Investment Advisory
New York
$44.3K +$8.12K +128 +22%
OC
69
Oakworth Capital
Alabama
$38.8K
HCM
70
Hollencrest Capital Management
California
$32.8K +$32.7K +516 New
NA
71
NewEdge Advisors
Louisiana
$31.6K +$37.4K +590 New
C
72
Covestor
United Kingdom
$29K -$20K -315 -41%
William Blair & Company
73
William Blair & Company
Illinois
$25.4K
AWM
74
Activest Wealth Management
Florida
$22.5K
FP
75
Financial Perspectives
Minnesota
$22.2K

PBE Hedge Fund Activity: Q4 2022 in Review

103 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2022, worth a combined $77.6M — up 20% from $64.6M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PBE positions and 3 closed out — a net gain of 19 holders — while 14 added to existing stakes and 28 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $1.77M. The largest seller was CreativeOne Wealth, cutting an estimated $396K.

  • 103 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2022, up from 86 in Q3 2022.
  • Funds reported $77.6M of Invesco Biotechnology & Genome ETF stock for Q4 2022, up 20% quarter-over-quarter.
  • 22 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2022 and 3 closed out, a net change of +19 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $1.77M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q4 2022 was CreativeOne Wealth, an estimated $396K sold.

Based on aggregated 13F filings for Q4 2022.