We are live on ! Find out more
PBE icon

Invesco Biotechnology & Genome ETF

102 hedge funds and large institutions have $92.4M invested in Invesco Biotechnology & Genome ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more funds holding

Funds holding: 100102 (+2)

0% less capital invested

Capital invested by funds: $92.8M → $92.4M (-$388K)

1.43% less ownership

Funds ownership: 36.06%34.63% (-1.4%)

60% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 35

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$253K -$24.3K -351 -9%
WBG
52
Wharton Business Group
Pennsylvania
$252K
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$242K
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$239K
SB
55
Strategic Blueprint
Georgia
$223K -$104K -1,505 -32%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$217K -$84.9K -1,227 -28%
CIC
57
Carnegie Investment Counsel
Ohio
$204K +$202K +2,916 New
SWP
58
Stratos Wealth Partners
Ohio
$203K +$201K +2,907 New
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$198K
GT
60
Glenmede Trust
Pennsylvania
$130K
WB
61
Webster Bank
Connecticut
$117K
Jones Financial Companies
62
Jones Financial Companies
Missouri
$106K +$46.9K +677 +81%
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$96.7K
CAL
64
Capital Analysts LLC
Pennsylvania
$77K
HI
65
Harbour Investments
Wisconsin
$56.8K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$55.3K -$11.8K -170 -18%
Citigroup
67
Citigroup
New York
$48.9K
C
68
Covestor
United Kingdom
$47K -$19.2K -278 -29%
FPB
69
First PREMIER Bank
South Dakota
$47K
NA
70
NewEdge Advisors
Louisiana
$43K -$10.9K -158 -20%
OC
71
Oakworth Capital
Alabama
$42.7K
GRP
72
Global Retirement Partners
California
$41.9K
SPIA
73
Steward Partners Investment Advisory
New York
$39.3K
HCM
74
Hollencrest Capital Management
California
$36.1K
JP Morgan Chase
75
JP Morgan Chase
New York
$34.9K

PBE Hedge Fund Activity: Q3 2024 in Review

102 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2024, worth a combined $92.4M — down 0.42% from $92.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PBE positions and 7 closed out — a net gain of 2 holders — while 14 added to existing stakes and 35 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.2M. The largest seller was Gerber Kawasaki Wealth & Investment Management, cutting an estimated $6.65M.

  • 102 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2024, up from 100 in Q2 2024.
  • Funds reported $92.4M of Invesco Biotechnology & Genome ETF stock for Q3 2024, down 0.42% quarter-over-quarter.
  • 9 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2024 and 7 closed out, a net change of +2 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $1.2M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q3 2024 was Gerber Kawasaki Wealth & Investment Management, an estimated $6.65M sold.

Based on aggregated 13F filings for Q3 2024.