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Invesco Biotechnology & Genome ETF

89 hedge funds and large institutions have $63M invested in Invesco Biotechnology & Genome ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $56.5M → $63M (+$6.5M)

3.69% more ownership

Funds ownership: 24.87%28.57% (+3.7%)

0% more funds holding

Funds holding: 8989 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

67% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 27

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
9
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
76
Heritage Wealth Management (Arizona)
Arizona
$8.66K
HI
77
Harbour Investments
Wisconsin
$8K +$8.41K +146 New
RF
78
Robbins Farley
New Hampshire
$7K +$979 +17 +16%
SCA
79
Stonebridge Capital Advisors
Minnesota
$6K
TSWM
80
Tyler-Stone Wealth Management
Ohio
$4K
ARMC
81
American Research & Management Company
Massachusetts
$3K
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$3K
AIP
83
Ameritas Investment Partners
Nebraska
$2K
WWMSC
84
Wagner Wealth Management (South Carolina)
South Carolina
$1K -$6.91K -120 -86%
BFEC
85
Benjamin F. Edwards & Company
Missouri
$1K -$288 -5 -33%
BAM
86
Baldrige Asset Management
Pennsylvania
$1K
BCMLT
87
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K
M&T Bank
88
M&T Bank
New York
$1K +$1.16M +20,075 New
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$49 -$3.28K -57 -6%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
-$707K -11,405 Closed
BCM
91
Beck Capital Management
Texas
-$292K -4,714 Closed
AWS
92
Atria Wealth Solutions
New York
-$221K -3,569 Closed
Neuberger Berman Group
93
Neuberger Berman Group
New York
-$217K -3,495 Closed
Koshinski Asset Management
94
Koshinski Asset Management
Illinois
-$102K -1,640 Closed
Creative Planning
95
Creative Planning
Kansas
-$19K -300 Closed

PBE Hedge Fund Activity: Q2 2022 in Review

89 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q2 2022, worth a combined $63M — up 12% from $56.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PBE positions and 6 closed out — a net gain of 1 holder — while 9 added to existing stakes and 27 trimmed.

The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $8.95M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $707K sold.

  • 89 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $63M of Invesco Biotechnology & Genome ETF stock for Q2 2022, up 12% quarter-over-quarter.
  • 7 funds opened new Invesco Biotechnology & Genome ETF positions in Q2 2022 and 6 closed out, a net change of +1 holder.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q2 2022 was Gerber Kawasaki Wealth & Investment Management, an estimated $8.95M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q2 2022 was Susquehanna International Group, an estimated $707K sold.

Based on aggregated 13F filings for Q2 2022.