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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

86 hedge funds and large institutions have $64.6M invested in Invesco Biotechnology & Genome ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
17
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
CreativeOne Wealth
Kansas
$1.48M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$10.8M
3
LPL Financial
3
LPL Financial
California
$2.51M
4
DWM
4
Dakota Wealth Management
Florida
$759K
5
Bank of America
5
Bank of America
North Carolina
$3.56M

Top Sellers

1
AWA
1
Artemis Wealth Advisors
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.49M
4
UBS Group
4
UBS Group
Switzerland
$5.05M
5
SWP
5
Stratos Wealth Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
76
Robbins Farley
New Hampshire
$6K -$1.02K -18 -15%
SCA
77
Stonebridge Capital Advisors
Minnesota
$6K – – –
TSWM
78
Tyler-Stone Wealth Management
Ohio
$4K – – –
AIP
79
Ameritas Investment Partners
Nebraska
$4K +$1.43K +25 +56%
BBPWM
80
Blue Bell Private Wealth Management
Pennsylvania
$3K – – –
ARMC
81
American Research & Management Company
Massachusetts
$3K – – –
BAM
82
Baldrige Asset Management
Pennsylvania
$1K – – –
BCMLT
83
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K – – –
WWM
84
Wagner Wealth Management
South Carolina
$1K – – –
NDSI
85
Newman Dignan & Sheerar Inc
Rhode Island
$778 – – –
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$54 – – –
AWA
87
Artemis Wealth Advisors
New York
– -$3.86M -66,800 Closed
Citadel Advisors
88
Citadel Advisors
Florida
– -$626K -10,843 Closed
SWP
89
Stratos Wealth Partners
Ohio
– -$222K -3,848 Closed
CC
90
Cypress Capital
Tennessee
– -$217K -3,762 Closed
Truist Financial
91
Truist Financial
North Carolina
– -$204K -3,537 Closed
WA
92
WBH Advisory
Maryland
– -$213K -3,513 Closed
PA
93
PFG Advisors
Arizona
– -$200K -3,469 Closed
GLLW
94
Graves Light Lenhart Wealth
Virginia
– -$92K -1,587 Closed
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
– -$61K -1,054 Closed
JPLA
96
Joseph P. Lucia & Associates
New York
– -$37K -638 Closed
BFEC
97
Benjamin F. Edwards & Company
Missouri
– -$1K -10 Closed
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