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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

102 hedge funds and large institutions have $78.5M invested in Invesco Biotechnology & Genome ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
Equitable Holdings
New York
$2.33M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.77M
3
LPL Financial
LPL Financial
California
$6.28M
4
CW
CreativeOne Wealth
Kansas
$2.61M
5
UBS Group
UBS Group
Switzerland
$5.63M

Top Sellers

1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$3.5M
2
Morgan Stanley
Morgan Stanley
New York
$13.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.71M
4
Wells Fargo
Wells Fargo
California
$4.82M
5
M&T Bank
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
51
Creative Financial Designs
Indiana
$243K +$26.6K +411 +12%
WBG
52
Wharton Business Group
Pennsylvania
$242K – – –
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$238K – – –
Baird Financial Group
54
Baird Financial Group
Wisconsin
$232K +$20K +309 +9%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$227K – – –
SA
56
Strategic Advisors
New York
$227K -$6.41K -99 -3%
PAG
57
Private Advisor Group
New Jersey
$224K -$5.24K -81 -2%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$222K – – –
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$217K -$352K -5,443 -62%
BRWA
60
B. Riley Wealth Advisors
Florida
$205K +$205K +3,588 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$177K -$31K -479 -15%
GT
62
Glenmede Trust
Pennsylvania
$120K – – –
WB
63
Webster Bank
Connecticut
$118K -$95.1K -1,470 -45%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$89.2K +$89.2K +1,385 New
C
65
Covestor
United Kingdom
$62K +$12.1K +186 +24%
Citigroup
66
Citigroup
New York
$55K – – –
HI
67
Harbour Investments
Wisconsin
$52.6K +$27.5K +425 +110%
FPB
68
First PREMIER Bank
South Dakota
$43K – – –
OC
69
Oakworth Capital
Alabama
$39.5K – – –
GRP
70
Global Retirement Partners
California
$38.8K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$36.4K – – –
NA
72
NewEdge Advisors
Louisiana
$34.7K +$10.3K +159 +42%
HCM
73
Hollencrest Capital Management
California
$33.4K – – –
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$31.9K +$12.5K +193 +64%
CA
75
Continuum Advisory
Idaho
$31.4K +$31.4K +490 New
1 2
3
4 5