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Invesco Biotechnology & Genome ETF

97 hedge funds and large institutions have $73M invested in Invesco Biotechnology & Genome ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

3% more funds holding

Funds holding: 9497 (+3)

1.12% more ownership

Funds ownership: 23.81%24.94% (+1.1%)

4% more capital invested

Capital invested by funds: $70.3M → $73M (+$2.69M)

48% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 23

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
76
Reilly Financial Advisors
California
$22K
SIM
77
Sonora Investment Management
Arizona
$19K
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$18K
Fidelity Investments
79
Fidelity Investments
Massachusetts
$18K +$11K +144 +160%
EWA
80
Evolution Wealth Advisors
Florida
$18K +$17.9K +235 New
BlackRock
81
BlackRock
New York
$16K
S
82
SignatureFD
Georgia
$16K
FA
83
Financial Avengers
California
$15K
ME
84
McIlrath & Eck
Washington
$15K
TFGT
85
TS Financial Group (TSFG)
Illinois
$15K
HIA
86
Harbor Investment Advisory
Maryland
$13K
FHA
87
First Horizon Advisors
Tennessee
$11K
HWMA
88
Heritage Wealth Management (Arizona)
Arizona
$11K
WWMSC
89
Wagner Wealth Management (South Carolina)
South Carolina
$8K -$10.3K -135 -55%
SCA
90
Stonebridge Capital Advisors
Minnesota
$7K -$7.62K -100 -50%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$7K -$6.25K -82 -46%
NFSG
92
Newbridge Financial Services Group
Florida
$7K
Barclays
93
Barclays
United Kingdom
$5K -$1.07K -14 -16%
HI
94
Harbour Investments
Wisconsin
$4K
AIP
95
Ameritas Investment Partners
Nebraska
$3K
BFEC
96
Benjamin F. Edwards & Company
Missouri
$1K -$1.14K -15 -50%
BAM
97
Baldrige Asset Management
Pennsylvania
$1K
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
-$1.19M -15,331 Closed
HSA
99
HBK Sorce Advisory
Pennsylvania
-$204K -2,644 Closed
ASN
100
Advisory Services Network
Georgia
-$18K -231 Closed

PBE Hedge Fund Activity: Q3 2021 in Review

97 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2021, worth a combined $73M — up 3.8% from $70.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PBE positions and 3 closed out — a net gain of 5 holders — while 12 added to existing stakes and 23 trimmed.

The largest buyer was Artemis Wealth Advisors, opening a new position worth an estimated $4.15M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.19M sold.

  • 97 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2021, up from 94 in Q2 2021.
  • Funds reported $73M of Invesco Biotechnology & Genome ETF stock for Q3 2021, up 3.8% quarter-over-quarter.
  • 8 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2021 and 3 closed out, a net change of +5 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q3 2021 was Artemis Wealth Advisors, an estimated $4.15M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q3 2021 was Susquehanna International Group, an estimated $1.19M sold.

Based on aggregated 13F filings for Q3 2021.