We are live on ! Find out more
PBE icon

Invesco Biotechnology & Genome ETF
PBE

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

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

3% more capital invested

Capital invested by funds: $63M → $64.6M (+$1.64M)

0.05% more ownership

Funds ownership: 28.57% → 28.61% (+0.05%)

3% less funds holding

Funds holding: 89 → 86 (-3)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.48%
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

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
+$1.55M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$1.48M
3
LPL Financial
LPL Financial
California
+$826K
4
DWM
Dakota Wealth Management
Florida
+$794K
5
Bank of America
Bank of America
North Carolina
+$781K

Top Sellers

Rank Fund Capital Flow
1
AWA
Artemis Wealth Advisors
New York
-$3.86M
2
Citadel Advisors
Citadel Advisors
Florida
-$626K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$571K
4
UBS Group
UBS Group
Switzerland
-$320K
5
SWP
Stratos Wealth Partners
Ohio
-$222K
Name Holding Trade Value Shares
Change 		Change in
Stake
RF
76
Robbins Farley
New Hampshire
$6K -$1.11K -18 -15%
SCA
77
Stonebridge Capital Advisors
Minnesota
$6K – – –
TSWM
78
Tyler-Stone Wealth Management
Ohio
$4K – – –
AIP
79
Ameritas Investment Partners
Nebraska
$4K +$1.54K +25 +56%
ARMC
80
American Research & Management Company
Massachusetts
$3K – – –
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$3K – – –
BAM
82
Baldrige Asset Management
Pennsylvania
$1K – – –
BCMLT
83
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K – – –
WWMSC
84
Wagner Wealth Management (South Carolina)
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
1 2 3
4

PBE Hedge Fund Activity: Q3 2022 in Review

86 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2022, worth a combined $64.6M — up 2.6% from $63M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PBE and 9 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 17 added.

The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $1.55M. The largest seller was Artemis Wealth Advisors, exiting entirely with an estimated $3.86M sold.

  • 86 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2022, down from 89 in Q2 2022.
  • Funds reported $64.6M of Invesco Biotechnology & Genome ETF stock for Q3 2022, up 2.6% quarter-over-quarter.
  • 9 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2022 and 11 closed out, a net change of -2 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q3 2022 was CreativeOne Wealth, an estimated $1.55M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q3 2022 was Artemis Wealth Advisors, an estimated $3.86M sold.

Based on aggregated 13F filings for Q3 2022.