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Invesco Biotechnology & Genome ETF

101 hedge funds and large institutions have $77.1M invested in Invesco Biotechnology & Genome ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $73M → $77.1M (+$4.08M)

4% more funds holding

Funds holding: 97101 (+4)

2.89% more ownership

Funds ownership: 24.94%27.83% (+2.9%)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
18
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FP
76
Financial Perspectives
Minnesota
$24.9K
FCA
77
FinTrust Capital Advisors
South Carolina
$23K
RFA
78
Reilly Financial Advisors
California
$21K
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$17K
BlackRock
80
BlackRock
New York
$15K
ME
81
McIlrath & Eck
Washington
$15K
S
82
SignatureFD
Georgia
$15K
FA
83
Financial Avengers
California
$14K
TFGT
84
TS Financial Group (TSFG)
Illinois
$14K
EWM
85
Elmwood Wealth Management
California
$14K +$14.5K +200 New
HIA
86
Harbor Investment Advisory
Maryland
$13K
CFCI
87
Comprehensive Financial Consultants Institutional
Indiana
$13K +$16.7K +230 New
GEA
88
Glen Eagle Advisors
New Jersey
$12.5K -$71.3K -985 -85%
FHA
89
First Horizon Advisors
Tennessee
$11K
MTWM
90
Masso Torrence Wealth Management
New Jersey
$11K +$10.9K +151 New
HI
91
Harbour Investments
Wisconsin
$10K +$6.95K +96 +192%
WWMSC
92
Wagner Wealth Management (South Carolina)
South Carolina
$8K
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$8K +$1.09K +15 +15%
NFSG
94
Newbridge Financial Services Group
Florida
$7K
SCA
95
Stonebridge Capital Advisors
Minnesota
$7K
RF
96
Robbins Farley
New Hampshire
$7K +$7.17K +99 New
TSWM
97
Tyler-Stone Wealth Management
Ohio
$5K +$5.21K +72 New
AIP
98
Ameritas Investment Partners
Nebraska
$3K
BBPWM
99
Blue Bell Private Wealth Management
Pennsylvania
$3K +$3.33K +46 New
BAM
100
Baldrige Asset Management
Pennsylvania
$1K

PBE Hedge Fund Activity: Q4 2021 in Review

101 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2021, worth a combined $77.1M — up 5.6% from $73M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PBE positions and 8 closed out — a net gain of 6 holders — while 18 added to existing stakes and 22 trimmed.

The largest buyer was Artemis Wealth Advisors, adding an estimated $3.95M. The largest seller was Stifel Financial, cutting an estimated $684K.

  • 101 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2021, up from 97 in Q3 2021.
  • Funds reported $77.1M of Invesco Biotechnology & Genome ETF stock for Q4 2021, up 5.6% quarter-over-quarter.
  • 14 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2021 and 8 closed out, a net change of +6 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q4 2021 was Artemis Wealth Advisors, an estimated $3.95M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q4 2021 was Stifel Financial, an estimated $684K sold.

Based on aggregated 13F filings for Q4 2021.