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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

86 hedge funds and large institutions have $121M invested in Invesco Biotechnology & Genome ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
14
Increased
19
Reduced
35
Closed
10
Calls
–
Puts
$15K
Net Calls
-$15K
Net Calls Change
-$15K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$8.68M
2
CFS
2
Commonwealth Financial Services
West Virginia
$1.07M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.82M
4
VF
4
Virtu Financial
New York
$299K
5
TCM
5
Traynor Capital Management
Pennsylvania
$3.55M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$0
2
Bank of America
2
Bank of America
North Carolina
$12M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.9M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$648K
5
UBS Group
5
UBS Group
Switzerland
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
76
Wealthspire Advisors (Maryland)
Maryland
$10K +$10K +200 New
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$10K +$10K +200 New
BCMIO
78
Beacon Capital Management Inc (Ohio)
Ohio
$8K – – –
WP
79
WealthPLAN Partners
Nebraska
$5.05K +$5.05K +100 New
BFEC
80
Benjamin F. Edwards & Company
Missouri
$5K -$2.1K -42 -30%
AA
81
Apriem Advisors
California
$5K – – –
AIM
82
Advantage Investment Management
Iowa
$5K – – –
MFW
83
Mosaic Family Wealth
Missouri
$5K +$5K +100 New
AssetMark Inc
84
AssetMark Inc
California
$3K +$3K +52 New
WA
85
WBH Advisory
Maryland
$250 – +2 +0%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
– -$3.12M -68,328 Closed
FIM
87
Freedom Investment Management
Connecticut
– -$4.95M -41,284 Closed
CWM
88
Concert Wealth Management
California
– -$1.14M -24,907 Closed
BPC
89
Banque Pictet & Cie
Switzerland
– -$461K -10,090 Closed
LFR
90
Lehman Financial Resources
Pennsylvania
– -$27K -600 Closed
PSI
91
Pinnacle Summer Investments
Virginia
– -$16K -350 Closed
RFA
92
Reilly Financial Advisors
California
– -$14K -300 Closed
AP
93
Advisors Preferred
Maryland
– -$8K -185 Closed
RPG
94
Risk Paradigm Group
Texas
– -$8.41K -184 Closed
RIA
95
Regal Investment Advisors
Michigan
– -$7K -166 Closed
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