Invesco Biotechnology & Genome ETF
PBE
73 hedge funds and large institutions have $57.4M invested in Invesco Biotechnology & Genome ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 13 closing their positions.
0.16% less ownership
Funds ownership: 27.25% → 27.1% (-0.16%)
10% less funds holding
Funds holding: 81 → 73 (-8)
11% less capital invested
Capital invested by funds: $64.8M → $57.4M (-$7.41M)
35% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 20
62% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.58M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.57M |
| 3 |
IHL
Investment House LLC
Redondo Beach,
California
|
+$333K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$222K |
| 5 |
AWM
Avitas Wealth Management
Los Angeles,
California
|
+$125K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.47M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$764K |
| 3 |
Jane Street
New York
|
-$562K |
| 4 |
Morgan Stanley
New York
|
-$338K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$297K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
76
Cresset Asset Management
Chicago,
Illinois
| – | -$214K | -4,000 | Closed |
|
77
Neuberger Berman Group
New York
| – | -$214K | -4,000 | Closed |
|
|
OC
78
Oppenheimer & Co
New York
| – | -$210K | -3,920 | Closed |
|
|
WA
79
WBH Advisory
Baltimore,
Maryland
| – | -$201K | -3,762 | Closed |
|
|
IWA
80
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$61K | -1,157 | Closed |
|
|
BBHC
81
Brown Brothers Harriman & Co
New York
| – | -$27K | -500 | Closed |
|
|
AF
82
Arrow Financial
Glens Falls,
New York
| – | -$5K | -100 | Closed |
|
|
GWM
83
Geneos Wealth Management
Englewood,
Colorado
| – | -$5K | -100 | Closed |
|
|
DWM
84
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$3K | -50 | Closed |
|
PBE Hedge Fund Activity: Q3 2019 in Review
73 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2019, worth a combined $57.4M — down 11% from $64.8M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of PBE and 5 opened new positions — a net loss of 8 holders — while 20 trimmed existing stakes and 13 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.58M. The largest seller was Wells Fargo, cutting an estimated $1.47M.
- 73 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2019, down from 81 in Q2 2019.
- Funds reported $57.4M of Invesco Biotechnology & Genome ETF stock for Q3 2019, down 11% quarter-over-quarter.
- 5 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2019 and 13 closed out, a net change of -8 holders.
- The largest Invesco Biotechnology & Genome ETF buyer in Q3 2019 was Citadel Advisors, an estimated $2.58M added.
- The largest Invesco Biotechnology & Genome ETF seller in Q3 2019 was Wells Fargo, an estimated $1.47M sold.
Based on aggregated 13F filings for Q3 2019.