Invesco Biotechnology & Genome ETF
PBE
81 hedge funds and large institutions have $64.8M invested in Invesco Biotechnology & Genome ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 29 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
0% more funds holding
Funds holding: 81 → 81 (0)
1.87% less ownership
Funds ownership: 29.13% → 27.25% (-1.9%)
20% less capital invested
Capital invested by funds: $80.7M → $64.8M (-$15.8M)
69% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$8.04M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.69M |
| 3 |
Jane Street
New York
|
+$919K |
| 4 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
+$797K |
| 5 |
IHL
Investment House LLC
Redondo Beach,
California
|
+$220K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$6.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.75M |
| 3 |
Morgan Stanley
New York
|
-$2.42M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.89M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NDSI
76
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $822 | +$797K | +15,365 | New |
|
|
BRWM
77
B. Riley Wealth Management
Memphis,
Tennessee
| $404 | – | – | – |
|
|
GT
78
Glenmede Trust
Philadelphia,
Pennsylvania
| $351 | – | – | – |
|
|
79
Citadel Advisors
Miami,
Florida
| – | -$1.89M | -34,238 | Closed |
|
|
EWA
80
EP Wealth Advisors
Torrance,
California
| – | -$894K | -16,198 | Closed |
|
|
CA
81
Calton & Associates
Tampa,
Florida
| – | -$695K | -12,589 | Closed |
|
82
Envestnet Asset Management
Chicago,
Illinois
| – | -$281K | -5,095 | Closed |
|
|
AP
83
Advisors Preferred
Rockville,
Maryland
| – | -$49K | -891 | Closed |
|
|
CHP
84
Cable Hill Partners
Portland,
Oregon
| – | -$33K | -600 | Closed |
|
|
CWA
85
Clarus Wealth Advisors
Peoria,
Arizona
| – | -$25K | -450 | Closed |
|
|
AA
86
Advisory Alpha
Holland,
Michigan
| – | -$3.79K | -75 | Closed |
|
87
Fidelity Investments
Boston,
Massachusetts
| – | +$52 | +1 | New |
|
|
CTC
88
Central Trust Company
Jefferson City,
Missouri
| – | +$519 | +10 | New |
|
PBE Hedge Fund Activity: Q2 2019 in Review
81 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q2 2019, worth a combined $64.8M — down 20% from $80.7M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PBE positions and 8 closed out — a net gain of 3 holders — while 9 added to existing stakes and 29 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $8.04M. The largest seller was HighTower Advisors, cutting an estimated $6.3M.
- 81 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $64.8M of Invesco Biotechnology & Genome ETF stock for Q2 2019, down 20% quarter-over-quarter.
- 11 funds opened new Invesco Biotechnology & Genome ETF positions in Q2 2019 and 8 closed out, a net change of +3 holders.
- The largest Invesco Biotechnology & Genome ETF buyer in Q2 2019 was Brinker Capital Investments, an estimated $8.04M added.
- The largest Invesco Biotechnology & Genome ETF seller in Q2 2019 was HighTower Advisors, an estimated $6.3M sold.
Based on aggregated 13F filings for Q2 2019.