We are live on ! Find out more
PBE icon

Invesco Biotechnology & Genome ETF

103 hedge funds and large institutions have $77.6M invested in Invesco Biotechnology & Genome ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

20% more capital invested

Capital invested by funds: $64.6M → $77.6M (+$13M)

20% more funds holding

Funds holding: 86103 (+17)

2.27% more ownership

Funds ownership: 28.61%30.89% (+2.3%)

50% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 28

Holders
103
Holders Change
+17
Holders Change %
+19.77%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
14
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$22K -$190 -3 -0.7%
FCA
77
FinTrust Capital Advisors
South Carolina
$20.1K
HWMA
78
Heritage Wealth Management (Arizona)
Arizona
$19K +$9.52K +150 +100%
AWM
79
Accurate Wealth Management
Florida
$17.1K +$16.7K +263 New
RF
80
Robbins Farley
New Hampshire
$16.7K +$9.96K +157 +148%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$15.6K +$1.9K +30 +14%
BlackRock
82
BlackRock
New York
$13.5K
S
83
SignatureFD
Georgia
$13.5K
ME
84
McIlrath & Eck
Washington
$13K
TFGT
85
TS Financial Group (TSFG)
Illinois
$13K
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$12.7K -$2.16K -34 -15%
FA
87
Financial Avengers
California
$12.7K
HIA
88
Harbor Investment Advisory
Maryland
$11.4K
FHA
89
First Horizon Advisors
Tennessee
$9.9K
CWA
90
Clearview Wealth Advisors
Oregon
$9.53K
HI
91
Harbour Investments
Wisconsin
$9.27K
EWA
92
EverSource Wealth Advisors
Alabama
$6.92K +$6.92K +109 New
SCA
93
Stonebridge Capital Advisors
Minnesota
$6.35K
AWM
94
Aspire Wealth Management
Massachusetts
$5.65K +$5.65K +89 New
TSWM
95
Tyler-Stone Wealth Management
Ohio
$5K
AIP
96
Ameritas Investment Partners
Nebraska
$4.45K
BWP
97
Baldwin Wealth Partners
Massachusetts
$3.17K +$3.17K +50 New
BBPWM
98
Blue Bell Private Wealth Management
Pennsylvania
$1.33K -$1.59K -25 -54%
WWMSC
99
Wagner Wealth Management (South Carolina)
South Carolina
$1.27K
MSCM
100
McElhenny Sheffield Capital Management
Texas
$1.21K +$1.21K +19 New

PBE Hedge Fund Activity: Q4 2022 in Review

103 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2022, worth a combined $77.6M — up 20% from $64.6M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PBE positions and 3 closed out — a net gain of 19 holders — while 14 added to existing stakes and 28 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $1.77M. The largest seller was CreativeOne Wealth, cutting an estimated $396K.

  • 103 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2022, up from 86 in Q3 2022.
  • Funds reported $77.6M of Invesco Biotechnology & Genome ETF stock for Q4 2022, up 20% quarter-over-quarter.
  • 22 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2022 and 3 closed out, a net change of +19 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $1.77M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q4 2022 was CreativeOne Wealth, an estimated $396K sold.

Based on aggregated 13F filings for Q4 2022.