Invesco Biotechnology & Genome ETF
PBE
81 hedge funds and large institutions have $59.7M invested in Invesco Biotechnology & Genome ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 27 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
13% more capital invested
Capital invested by funds: $52.8M → $59.7M (+$6.96M)
11% more funds holding
Funds holding: 73 → 81 (+8)
1.1% less ownership
Funds ownership: 24.14% → 23.04% (-1.1%)
52% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$633K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$219K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$208K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$191K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$188K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.69M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$730K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$702K |
| 4 |
Morgan Stanley
New York
|
-$660K |
| 5 |
COF
Capital One Financial
Mclean,
Virginia
|
-$456K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RF
76
Robbins Farley
Bedford,
New Hampshire
| $6K | +$5.57K | +88 | New |
|
|
WWMSC
77
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $4K | +$3.17K | +50 | New |
|
|
BFEC
78
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $3K | -$3.17K | -50 | -56% |
|
|
AIP
79
Ameritas Investment Partners
Lincoln,
Nebraska
| $3K | – | – | – |
|
|
NDSI
80
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $894 | -$76K | -1,200 | -9% |
|
|
81
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$730K | -12,900 | Closed |
|
|
CAM
82
Cresset Asset Management
Chicago,
Illinois
| – | -$226K | -4,000 | Closed |
|
83
HighTower Advisors
Chicago,
Illinois
| – | -$224K | -3,987 | Closed |
|
|
CPW
84
Catalyst Private Wealth
San Mateo,
California
| – | -$96K | -1,700 | Closed |
|
85
Fidelity Investments
Boston,
Massachusetts
| – | +$127 | +2 | New |
|
PBE Hedge Fund Activity: Q4 2020 in Review
81 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2020, worth a combined $59.7M — up 13% from $52.8M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PBE positions and 4 closed out — a net gain of 10 holders — while 13 added to existing stakes and 27 trimmed.
The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $633K. The largest seller was Citadel Advisors, cutting an estimated $1.69M.
- 81 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2020, up from 73 in Q3 2020.
- Funds reported $59.7M of Invesco Biotechnology & Genome ETF stock for Q4 2020, up 13% quarter-over-quarter.
- 14 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2020 and 4 closed out, a net change of +10 holders.
- The largest Invesco Biotechnology & Genome ETF buyer in Q4 2020 was Rockefeller Capital Management, an estimated $633K added.
- The largest Invesco Biotechnology & Genome ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.69M sold.
Based on aggregated 13F filings for Q4 2020.