Invesco Biotechnology & Genome ETF
PBE
82 hedge funds and large institutions have $129M invested in Invesco Biotechnology & Genome ETF in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 7 closing their positions.
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
17% more funds holding
Funds holding: 70 → 82 (+12)
12% more capital invested
Capital invested by funds: $116M → $129M (+$13.6M)
0.35% less ownership
Funds ownership: 29.04% → 28.69% (-0.35%)
18% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$2.39M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$700K |
| 3 |
LPL Financial
San Diego,
California
|
+$592K |
| 4 |
Millennium Management
New York
|
+$581K |
| 5 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
+$508K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.87M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$645K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$474K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$416K |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
-$396K |
PBE Hedge Fund Activity: Q4 2014 in Review
82 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2014, worth a combined $129M — up 12% from $116M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new PBE positions and 7 closed out — a net gain of 14 holders — while 18 added to existing stakes and 22 trimmed.
The largest buyer was First Allied Advisory Services, opening a new position worth an estimated $2.39M. The largest seller was Royal Bank of Canada, cutting an estimated $2.87M.
- 82 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2014, up from 70 in Q3 2014.
- Funds reported $129M of Invesco Biotechnology & Genome ETF stock for Q4 2014, up 12% quarter-over-quarter.
- 21 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2014 and 7 closed out, a net change of +14 holders.
- The largest Invesco Biotechnology & Genome ETF buyer in Q4 2014 was First Allied Advisory Services, an estimated $2.39M added.
- The largest Invesco Biotechnology & Genome ETF seller in Q4 2014 was Royal Bank of Canada, an estimated $2.87M sold.
Based on aggregated 13F filings for Q4 2014.