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Invesco Biotechnology & Genome ETF

94 hedge funds and large institutions have $70.3M invested in Invesco Biotechnology & Genome ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $64.3M → $70.3M (+$5.98M)

7% more funds holding

Funds holding: 8894 (+6)

0.28% more ownership

Funds ownership: 23.54%23.81% (+0.28%)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
76
Advisory Services Network
Georgia
$18K +$17.2K +231 New
BlackRock
77
BlackRock
New York
$16K
ME
78
McIlrath & Eck
Washington
$16K
S
79
SignatureFD
Georgia
$16K
EWM
80
Elmwood Wealth Management
California
$15K
FA
81
Financial Avengers
California
$15K
TFGT
82
TS Financial Group (TSFG)
Illinois
$15K
SCA
83
Stonebridge Capital Advisors
Minnesota
$15K +$7.43K +100 +100%
HIA
84
Harbor Investment Advisory
Maryland
$14K
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$14K +$13.3K +179 New
FHA
86
First Horizon Advisors
Tennessee
$12K
HWMA
87
Heritage Wealth Management (Arizona)
Arizona
$12K
NFSG
88
Newbridge Financial Services Group
Florida
$8K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$7K
Barclays
90
Barclays
United Kingdom
$7K +$6.32K +85 New
HI
91
Harbour Investments
Wisconsin
$4K
AIP
92
Ameritas Investment Partners
Nebraska
$3K
BFEC
93
Benjamin F. Edwards & Company
Missouri
$2K -$743 -10 -25%
BAM
94
Baldrige Asset Management
Pennsylvania
$1K +$1.26K +17 New
AWM
95
Avitas Wealth Management
California
-$405K -5,484 Closed
AIC
96
Ameritas Investment Company
Nebraska
-$22.1K -300 Closed
APWM
97
Atlas Private Wealth Management
New York
-$11K -151 Closed
WAP
98
Wealthcare Advisory Partners
Pennsylvania
-$7K -100 Closed
RF
99
Robbins Farley
New Hampshire
-$7K -95 Closed

PBE Hedge Fund Activity: Q2 2021 in Review

94 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q2 2021, worth a combined $70.3M — up 9.3% from $64.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PBE positions and 5 closed out — a net gain of 6 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.14M. The largest seller was Financial Perspectives, cutting an estimated $1.89M.

  • 94 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q2 2021, up from 88 in Q1 2021.
  • Funds reported $70.3M of Invesco Biotechnology & Genome ETF stock for Q2 2021, up 9.3% quarter-over-quarter.
  • 11 funds opened new Invesco Biotechnology & Genome ETF positions in Q2 2021 and 5 closed out, a net change of +6 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q2 2021 was Susquehanna International Group, an estimated $1.14M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q2 2021 was Financial Perspectives, an estimated $1.89M sold.

Based on aggregated 13F filings for Q2 2021.