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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

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
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
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.77M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.3M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.08M
4
Goldman Sachs
4
Goldman Sachs
New York
$471K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$349K

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$1.2M
2
WWM
2
Western Wealth Management
Colorado
$0
3
Wells Fargo
3
Wells Fargo
California
$4.89M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$535K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$22K -$158 -3 -0.7%
FCA
77
FinTrust Capital Advisors
South Carolina
$20.1K – – –
HWMA
78
Heritage Wealth Management (Arizona)
Arizona
$19K +$9.53K +150 +100%
AWM
79
Accurate Wealth Management
Florida
$17.1K +$17.1K +263 New
RF
80
Robbins Farley
New Hampshire
$16.7K +$9.97K +157 +148%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$15.6K +$1.91K +30 +14%
S
82
SignatureFD
Georgia
$13.5K – – –
BlackRock
83
BlackRock
New York
$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
$9.91K – – –
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
$3.18K +$3.18K +50 New
BBPWM
98
Blue Bell Private Wealth Management
Pennsylvania
$1.33K -$1.59K -25 -54%
WWM
99
Wagner Wealth Management
South Carolina
$1.27K – – –
MSCM
100
McElhenny Sheffield Capital Management
Texas
$1.21K +$1.21K +19 New
1 2 3
4
5