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Invesco Biotechnology & Genome ETF
PBE

101 hedge funds and large institutions have $80.3M invested in Invesco Biotechnology & Genome ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.25% more ownership

Funds ownership: 30.89% → 32.13% (+1.2%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

4% more capital invested

Capital invested by funds: $77.6M → $80.3M (+$2.74M)

2% less funds holding

Funds holding: 103 → 101 (-2)

31% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 26

Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
18
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.42M
2
LPL Financial
LPL Financial
California
+$956K
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$822K
4
Citadel Advisors
Citadel Advisors
Florida
+$429K
5
SFM
Signet Financial Management
New Jersey
+$324K

Top Sellers

Rank Fund Capital Flow
1
HSA
HBK Sorce Advisory
Pennsylvania
-$336K
2
PFO
Pathstone Family Office
New Jersey
-$322K
3
CIC
Carnegie Investment Counsel
Ohio
-$236K
4
CMS
Capital Market Strategies
Florida
-$233K
5
UBS Group
UBS Group
Switzerland
-$214K
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
51
Glenmede Trust
Pennsylvania
$216K -$120K -1,860 -35%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$215K -$1.35K -21 -0.6%
WB
53
Webster Bank
Connecticut
$207K – – –
PWM
54
PRW Wealth Management
Massachusetts
$207K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$175K – – –
GM
56
GeoWealth Management
Illinois
$171K +$24.7K +384 +16%
CFD
57
Creative Financial Designs
Indiana
$142K +$18.1K +281 +14%
ASN
58
Advisory Services Network
Georgia
$97.9K – – –
GLLW
59
Graves Light Lenhart Wealth
Virginia
$97.5K +$100K +1,554 New
ACA
60
Aptus Capital Advisors
Alabama
$91K +$93.4K +1,450 New
SWM
61
Spire Wealth Management
Virginia
$62.8K – – –
Citigroup
62
Citigroup
New York
$53.4K -$29.1K -452 -35%
BAM
63
Belpointe Asset Management
Nevada
$50.2K -$644 -10 -1%
TWA
64
TCI Wealth Advisors
Arizona
$48.6K – – –
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$47.7K – – –
MPCG
66
Matrix Private Capital Group
New York
$47.1K +$48.3K +750 New
ATC
67
Adirondack Trust Company
New York
$43.9K – – –
SPIA
68
Steward Partners Investment Advisory
New York
$43.4K -$387 -6 -0.9%
FPB
69
First PREMIER Bank
South Dakota
$42K +$43.2K +670 New
OC
70
Oakworth Capital
Alabama
$38.4K – – –
HCM
71
Hollencrest Capital Management
California
$32.4K – – –
C
72
Covestor
United Kingdom
$32K +$3.54K +55 +12%
William Blair & Company
73
William Blair & Company
Illinois
$25.1K – – –
FP
74
Financial Perspectives
Minnesota
$22K – – –
FCA
75
FinTrust Capital Advisors
South Carolina
$20.1K – – –
1 2
3
4 5

PBE Hedge Fund Activity: Q1 2023 in Review

101 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q1 2023, worth a combined $80.3M — up 3.5% from $77.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PBE positions and 12 closed out — a net gain of 1 holder — while 18 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.42M. The largest seller was HBK Sorce Advisory, exiting entirely with an estimated $336K sold.

  • 101 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q1 2023, down from 103 in Q4 2022.
  • Funds reported $80.3M of Invesco Biotechnology & Genome ETF stock for Q1 2023, up 3.5% quarter-over-quarter.
  • 13 funds opened new Invesco Biotechnology & Genome ETF positions in Q1 2023 and 12 closed out, a net change of +1 holder.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q1 2023 was Morgan Stanley, an estimated $3.42M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q1 2023 was HBK Sorce Advisory, an estimated $336K sold.

Based on aggregated 13F filings for Q1 2023.