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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

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
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
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.77M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.3M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.08M
4
Goldman Sachs
4
Goldman Sachs
New York
$471K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$349K

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$1.2M
2
WWM
2
Western Wealth Management
Colorado
$0
3
Wells Fargo
3
Wells Fargo
California
$4.89M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$535K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$210K +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 -$36.9K -584 -20%
MPCL
59
My Personal CFO LLC
Washington
$127K +$127K +2 New
CFD
60
Creative Financial Designs
Indiana
$126K -$63 -1 -0.1%
ASN
61
Advisory Services Network
Georgia
$99.1K +$99.1K +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 -$6.33K -95 -12%
ATC
67
Adirondack Trust Company
New York
$44.4K – – –
SPIA
68
Steward Partners Investment Advisory
New York
$44.3K +$8.13K +128 +22%
OC
69
Oakworth Capital
Alabama
$38.8K – – –
HCM
70
Hollencrest Capital Management
California
$32.8K +$32.8K +516 New
NA
71
NewEdge Advisors
Louisiana
$31.6K +$31.6K +590 New
C
72
Covestor
United Kingdom
$29K -$20.2K -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 – – –
1 2
3
4 5