Invesco Biotechnology & Genome ETF
PBE
71 hedge funds and large institutions have $75.4M invested in Invesco Biotechnology & Genome ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 16 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
0.95% more ownership
Funds ownership: 29.06% → 30.01% (+0.95%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 74 → 71 (-3)
19% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 16
19% less capital invested
Capital invested by funds: $93.2M → $75.4M (-$17.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$6.12M |
| 2 |
Morgan Stanley
New York
|
+$2.67M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.76M |
| 5 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$14.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.23M |
| 3 |
SG Americas Securities
New York
|
-$452K |
| 4 |
BRF
B. Riley Financial
Los Angeles,
California
|
-$415K |
| 5 |
EA
Evanston Advisors
Schaumburg,
Illinois
|
-$238K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Neuberger Berman Group
New York
| – | -$238K | -4,000 | Closed |
|
|
WA
77
WBH Advisory
Baltimore,
Maryland
| – | -$235K | -3,963 | Closed |
|
|
GFPC
78
Global Financial Private Capital
Sarasota,
Florida
| – | -$215K | -3,616 | Closed |
|
|
GT
79
Glenview Trust
Louisville,
Kentucky
| – | -$213K | -3,575 | Closed |
|
|
FCAG
80
First Capital Advisors Group
Little Silver,
New Jersey
| – | -$207K | -3,476 | Closed |
|
|
AA
81
Ancora Advisors
Cleveland,
Ohio
| – | -$62K | -1,050 | Closed |
|
|
CLOS
82
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| – | -$51K | -850 | Closed |
|
|
LF
83
Lee Financial
Dallas,
Texas
| – | -$46K | -775 | Closed |
|
|
WSTAM
84
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$34K | -580 | Closed |
|
|
WAM
85
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$6K | -100 | Closed |
|
|
RFC
86
Regions Financial Corp
Birmingham,
Alabama
| – | -$2K | -27 | Closed |
|
PBE Hedge Fund Activity: Q4 2018 in Review
71 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2018, worth a combined $75.4M — down 19% from $93.2M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of PBE and 13 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 22 added.
The largest buyer was HighTower Advisors, adding an estimated $6.12M. The largest seller was Arlington Capital Management, cutting an estimated $14.3M.
- 71 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2018, down from 74 in Q3 2018.
- Funds reported $75.4M of Invesco Biotechnology & Genome ETF stock for Q4 2018, down 19% quarter-over-quarter.
- 13 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2018 and 16 closed out, a net change of -3 holders.
- The largest Invesco Biotechnology & Genome ETF buyer in Q4 2018 was HighTower Advisors, an estimated $6.12M added.
- The largest Invesco Biotechnology & Genome ETF seller in Q4 2018 was Arlington Capital Management, an estimated $14.3M sold.
Based on aggregated 13F filings for Q4 2018.