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Invesco Biotechnology & Genome ETF
PBE

81 hedge funds and large institutions have $80.7M invested in Invesco Biotechnology & Genome ETF in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

14% more funds holding

Funds holding: 71 → 81 (+10)

7% more capital invested

Capital invested by funds: $75.4M → $80.7M (+$5.21M)

0.88% less ownership

Funds ownership: 30.01% → 29.13% (-0.88%)

30% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 23

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
81
Holders Change
+10
Holders Change %
+14.08%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
16
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$4.19M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.55M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$569K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$448K
5
CA
Calton & Associates
Florida
+$301K

Top Sellers

Rank Fund Capital Flow
1
ACM
Arlington Capital Management
Illinois
-$12.8M
2
Wells Fargo
Wells Fargo
California
-$316K
3
Morgan Stanley
Morgan Stanley
New York
-$244K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$244K
5
Stifel Financial
Stifel Financial
Missouri
-$139K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
76
Advisory Alpha
Michigan
$3.79K +$3.96K +75 New
AIP
77
Ameritas Investment Partners
Nebraska
$2K – – –
GT
78
Glenmede Trust
Pennsylvania
$362 – – –
JPLA
79
Joseph P. Lucia & Associates
New York
$238 +$701K +13,263 New
ACM
80
Arlington Capital Management
Illinois
– -$12.8M -271,368 Closed
AIC
81
Ameritas Investment Company
Nebraska
– -$38K -814 Closed
DWM
82
Doyle Wealth Management
Florida
– -$2K -50 Closed
CAM
83
Cresset Asset Management
Illinois
– +$211K +4,000 New
1 2 3
4

PBE Hedge Fund Activity: Q1 2019 in Review

81 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q1 2019, worth a combined $80.7M — up 6.9% from $75.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PBE positions and 3 closed out — a net gain of 10 holders — while 16 added to existing stakes and 23 trimmed.

The largest buyer was UBS Group, adding an estimated $4.19M. The largest seller was Arlington Capital Management, exiting entirely with an estimated $12.8M sold.

  • 81 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q1 2019, up from 71 in Q4 2018.
  • Funds reported $80.7M of Invesco Biotechnology & Genome ETF stock for Q1 2019, up 6.9% quarter-over-quarter.
  • 13 funds opened new Invesco Biotechnology & Genome ETF positions in Q1 2019 and 3 closed out, a net change of +10 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q1 2019 was UBS Group, an estimated $4.19M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q1 2019 was Arlington Capital Management, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2019.