PBE icon

Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

99 hedge funds and large institutions have $92.3M invested in Invesco Biotechnology & Genome ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-3
Holders Change %
-2.94%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
28
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$20.3M
2
Morgan Stanley
Morgan Stanley
New York
$14.6M
3
PIM
Penobscot Investment Management
Massachusetts
$1.29M
4
OCM
One Capital Management
California
$1.65M
5
IWM
IHT Wealth Management
Illinois
$685K

Top Sellers

1
EH
Equitable Holdings
New York
$227K
2
UBS Group
UBS Group
Switzerland
$4.92M
3
Bank of America
Bank of America
North Carolina
$4.76M
4
CW
CreativeOne Wealth
Kansas
$2.26M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
51
Equitable Holdings
New York
$227K -$2.11M -32,505 -90%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$222K – – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$184K +$6.48K +100 +4%
GT
54
Glenmede Trust
Pennsylvania
$121K – – –
WB
55
Webster Bank
Connecticut
$108K -$10K -155 -8%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$90.6K – – –
CAL
57
Capital Analysts LLC
Pennsylvania
$71K +$66.1K +1,024 +1,347%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$62.4K +$46.9K +724 +304%
C
59
Covestor
United Kingdom
$61K -$450 -7 -0.7%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$54.2K +$54.2K +837 New
HI
61
Harbour Investments
Wisconsin
$52.7K – – –
NA
62
NewEdge Advisors
Louisiana
$50.2K +$15.4K +238 +44%
Citigroup
63
Citigroup
New York
$45.4K -$9.72K -150 -18%
FPB
64
First PREMIER Bank
South Dakota
$43K – – –
OC
65
Oakworth Capital
Alabama
$39.6K – – –
GRP
66
Global Retirement Partners
California
$38.9K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$37K +$5.06K +78 +16%
SPIA
68
Steward Partners Investment Advisory
New York
$36.5K – – –
HCM
69
Hollencrest Capital Management
California
$33.5K – – –
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$32.4K +$32.4K +500 New
CA
71
Continuum Advisory
Idaho
$31.8K – – –
UB
72
UMB Bank
Missouri
$31.1K +$31.1K +480 New
GWSG
73
GPS Wealth Strategies Group
Colorado
$30.1K +$30.1K +465 New
William Blair & Company
74
William Blair & Company
Illinois
$25.9K – – –
ATPW
75
Ashton Thomas Private Wealth
Arizona
$25.9K +$25.9K +400 New
1 2
3
4 5