Invesco Biotechnology & Genome ETF
PBE
76 hedge funds and large institutions have $46.3M invested in Invesco Biotechnology & Genome ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
3% less funds holding
Funds holding: 78 → 76 (-2)
2.83% less ownership
Funds ownership: 26.05% → 23.23% (-2.8%)
25% less capital invested
Capital invested by funds: $61.8M → $46.3M (-$15.5M)
59% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$289K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$174K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$94.4K |
| 4 |
LPL Financial
San Diego,
California
|
+$70.7K |
| 5 |
JP Morgan Chase
New York
|
+$31.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.47M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$836K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$686K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$617K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$301K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
76
Ameritas Investment Partners
Lincoln,
Nebraska
| $2K | – | – | – |
|
77
Neuberger Berman Group
New York
| – | -$223K | -4,000 | Closed |
|
|
WA
78
WBH Advisory
Baltimore,
Maryland
| – | -$210K | -3,762 | Closed |
|
79
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$202K | -3,613 | Closed |
|
|
MWM
80
Maltin Wealth Management
Ridgewood,
New Jersey
| – | -$37K | -665 | Closed |
|
81
Fidelity Investments
Boston,
Massachusetts
| – | -$6K | -101 | Closed |
|
|
LWA
82
Lenox Wealth Advisors
New York
| – | -$3K | -54 | Closed |
|
PBE Hedge Fund Activity: Q1 2020 in Review
76 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q1 2020, worth a combined $46.3M — down 25% from $61.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PBE positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 29 trimmed.
The largest buyer was Jane Street, adding an estimated $289K. The largest seller was Royal Bank of Canada, cutting an estimated $1.47M.
- 76 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q1 2020, down from 78 in Q4 2019.
- Funds reported $46.3M of Invesco Biotechnology & Genome ETF stock for Q1 2020, down 25% quarter-over-quarter.
- 8 funds opened new Invesco Biotechnology & Genome ETF positions in Q1 2020 and 6 closed out, a net change of +2 holders.
- The largest Invesco Biotechnology & Genome ETF buyer in Q1 2020 was Jane Street, an estimated $289K added.
- The largest Invesco Biotechnology & Genome ETF seller in Q1 2020 was Royal Bank of Canada, an estimated $1.47M sold.
Based on aggregated 13F filings for Q1 2020.