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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

101 hedge funds and large institutions have $80.3M invested in Invesco Biotechnology & Genome ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
18
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$16.5M
2
LPL Financial
LPL Financial
California
$3.69M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$12.6M
4
Citadel Advisors
Citadel Advisors
Florida
$418K
5
SFM
Signet Financial Management
New Jersey
$315K

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
$0
2
PFO
Pathstone Family Office
New Jersey
$314K
3
CIC
Carnegie Investment Counsel
Ohio
$0
4
CMS
Capital Market Strategies
Florida
$0
5
UBS Group
UBS Group
Switzerland
$5.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
76
Robbins Farley
New Hampshire
$16.8K +$251 +4 +2%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$15.4K – – –
AP
78
Advisors Preferred
Maryland
$15.3K +$15.3K +244 New
BlackRock
79
BlackRock
New York
$13.4K – – –
S
80
SignatureFD
Georgia
$13.4K – – –
TFGT
81
TS Financial Group (TSFG)
Illinois
$13K – – –
ME
82
McIlrath & Eck
Washington
$12.9K – – –
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$12.6K – – –
FA
84
Financial Avengers
California
$12.5K – – –
FHA
85
First Horizon Advisors
Tennessee
$9.79K – – –
HIA
86
Harbor Investment Advisory
Maryland
$9.42K -$1.88K -30 -17%
CWA
87
Clearview Wealth Advisors
Oregon
$9.42K – – –
HI
88
Harbour Investments
Wisconsin
$9.16K – – –
PTC
89
Private Trust Company
Ohio
$7.85K +$7.85K +125 New
EWA
90
EverSource Wealth Advisors
Alabama
$6.84K – – –
SCA
91
Stonebridge Capital Advisors
Minnesota
$6.28K – – –
WWP
92
WR Wealth Planners
Missouri
$6.28K +$6.28K +100 New
NA
93
NewEdge Advisors
Louisiana
$5.84K -$31.2K -497 -84%
AWM
94
Aspire Wealth Management
Massachusetts
$5.59K – – –
AIP
95
Ameritas Investment Partners
Nebraska
$4.39K – – –
BWP
96
Baldwin Wealth Partners
Massachusetts
$3.14K – – –
BBPWM
97
Blue Bell Private Wealth Management
Pennsylvania
$1.32K – – –
BAM
98
Baldrige Asset Management
Pennsylvania
$1K – – –
SFG
99
Steward Financial Group
Texas
$1K +$1K +26 New
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$735 -$40 -636 -5%
1 2 3
4
5