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Invesco Biotechnology & Genome ETF
PBE

88 hedge funds and large institutions have $64.3M invested in Invesco Biotechnology & Genome ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

9% more funds holding

Funds holding: 81 → 88 (+7)

8% more capital invested

Capital invested by funds: $59.7M → $64.3M (+$4.59M)

0.5% more ownership

Funds ownership: 23.04% → 23.54% (+0.5%)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FP
Financial Perspectives
Minnesota
+$1.93M
2
Morgan Stanley
Morgan Stanley
New York
+$608K
3
PFO
Pathstone Family Office
New Jersey
+$416K
4
Wells Fargo
Wells Fargo
California
+$246K
5
Citadel Advisors
Citadel Advisors
Florida
+$239K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$746K
2
KAS
Kestra Advisory Services
Texas
-$206K
3
ACM
Anfield Capital Management
California
-$160K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$132K
5
COF
Capital One Financial
Virginia
-$113K
Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
76
Harbor Investment Advisory
Maryland
$13K -$1.51K -20 -10%
APWM
77
Atlas Private Wealth Management
New York
$11K – – –
FHA
78
First Horizon Advisors
Tennessee
$11K – – –
HWMA
79
Heritage Wealth Management (Arizona)
Arizona
$11K +$11.3K +150 New
RF
80
Robbins Farley
New Hampshire
$7K +$529 +7 +8%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$7K +$6.66K +88 +4,400%
NFSG
82
Newbridge Financial Services Group
Florida
$7K +$7.56K +100 New
SCA
83
Stonebridge Capital Advisors
Minnesota
$7K +$7.56K +100 New
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$7K +$7.56K +100 New
WWMSC
85
Wagner Wealth Management (South Carolina)
South Carolina
$4K – – –
HI
86
Harbour Investments
Wisconsin
$4K +$3.78K +50 New
AIP
87
Ameritas Investment Partners
Nebraska
$3K – – –
BFEC
88
Benjamin F. Edwards & Company
Missouri
$3K – – –
KAS
89
Kestra Advisory Services
Texas
– -$206K -2,906 Closed
ASN
90
Advisory Services Network
Georgia
– -$16K -231 Closed
D
91
Diversified
Delaware
– -$8K -135 Closed
1 2 3
4

PBE Hedge Fund Activity: Q1 2021 in Review

88 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q1 2021, worth a combined $64.3M — up 7.7% from $59.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PBE positions and 3 closed out — a net gain of 7 holders — while 19 added to existing stakes and 23 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $1.93M. The largest seller was Bank of America, cutting an estimated $746K.

  • 88 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q1 2021, up from 81 in Q4 2020.
  • Funds reported $64.3M of Invesco Biotechnology & Genome ETF stock for Q1 2021, up 7.7% quarter-over-quarter.
  • 10 funds opened new Invesco Biotechnology & Genome ETF positions in Q1 2021 and 3 closed out, a net change of +7 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q1 2021 was Financial Perspectives, an estimated $1.93M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q1 2021 was Bank of America, an estimated $746K sold.

Based on aggregated 13F filings for Q1 2021.