Invesco Biotechnology & Genome ETF
PBE
78 hedge funds and large institutions have $61.8M invested in Invesco Biotechnology & Genome ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 30 reducing their positions, and 8 closing their positions.
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
8% more capital invested
Capital invested by funds: $57.4M → $61.8M (+$4.35M)
7% more funds holding
Funds holding: 73 → 78 (+5)
1.04% less ownership
Funds ownership: 27.1% → 26.05% (-1%)
67% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$988K |
| 2 |
JFM
Jackson Financial Management
Costa Mesa,
California
|
+$716K |
| 3 |
BCM
Beck Capital Management
Austin,
Texas
|
+$387K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$245K |
| 5 |
Neuberger Berman Group
New York
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$6.67M |
| 2 |
OPCM
Osborne Partners Capital Management
San Francisco,
California
|
-$796K |
| 3 |
Morgan Stanley
New York
|
-$623K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$412K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$366K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCA
76
Stonebridge Capital Advisors
St Paul,
Minnesota
| $6K | – | – | – |
|
|
LWA
77
Lenox Wealth Advisors
New York
| $3K | +$2.81K | +54 | New |
|
|
AIP
78
Ameritas Investment Partners
Lincoln,
Nebraska
| $2K | – | – | – |
|
|
OPCM
79
Osborne Partners Capital Management
San Francisco,
California
| – | -$796K | -16,800 | Closed |
|
|
FAAS
80
First Allied Advisory Services
San Diego,
California
| – | -$23K | -500 | Closed |
|
|
IA
81
IFP Advisors
Tampa,
Florida
| – | -$20K | -405 | Closed |
|
|
AIC
82
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$14K | -300 | Closed |
|
83
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$12K | -250 | Closed |
|
|
EWM
84
Elmwood Wealth Management
Berkeley,
California
| – | -$9K | -200 | Closed |
|
|
GSWM
85
Golden State Wealth Management
Santa Ana,
California
| – | -$6K | -120 | Closed |
|
86
JP Morgan Chase
New York
| – | -$2K | -50 | Closed |
|
PBE Hedge Fund Activity: Q4 2019 in Review
78 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2019, worth a combined $61.8M — up 7.6% from $57.4M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PBE positions and 8 closed out — a net gain of 8 holders — while 10 added to existing stakes and 30 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $988K. The largest seller was Brinker Capital Investments, cutting an estimated $6.67M.
- 78 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2019, up from 73 in Q3 2019.
- Funds reported $61.8M of Invesco Biotechnology & Genome ETF stock for Q4 2019, up 7.6% quarter-over-quarter.
- 16 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2019 and 8 closed out, a net change of +8 holders.
- The largest Invesco Biotechnology & Genome ETF buyer in Q4 2019 was Royal Bank of Canada, an estimated $988K added.
- The largest Invesco Biotechnology & Genome ETF seller in Q4 2019 was Brinker Capital Investments, an estimated $6.67M sold.
Based on aggregated 13F filings for Q4 2019.