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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

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 10 funds opening new positions, 14 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.21M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.55M
3
GM
GeoWealth Management
Illinois
$877K
4
Two Sigma Investments
Two Sigma Investments
New York
$433K
5
Goldman Sachs
Goldman Sachs
New York
$408K

Top Sellers

1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$15.2M
2
Morgan Stanley
Morgan Stanley
New York
$13.6M
3
LPL Financial
LPL Financial
California
$6.33M
4
CW
CreativeOne Wealth
Kansas
$1.92M
5
Bank of America
Bank of America
North Carolina
$4.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$253K -$24.5K -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 -$105K -1,505 -32%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$217K -$85.7K -1,227 -28%
CIC
57
Carnegie Investment Counsel
Ohio
$204K +$204K +2,916 New
SWP
58
Stratos Wealth Partners
Ohio
$203K +$203K +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 +$47.3K +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 -$11.9K -170 -18%
Citigroup
67
Citigroup
New York
$48.9K – – –
C
68
Covestor
United Kingdom
$47K -$19.5K -278 -29%
FPB
69
First PREMIER Bank
South Dakota
$47K – – –
NA
70
NewEdge Advisors
Louisiana
$43K -$11K -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 – – –
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$34.9K – – –
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3
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