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Invesco Biotechnology & Genome ETF
PBE

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

1.25% more ownership

Funds ownership: 30.89% → 32.13% (+1.2%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

4% more capital invested

Capital invested by funds: $77.6M → $80.3M (+$2.74M)

2% less funds holding

Funds holding: 103 → 101 (-2)

31% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 26

Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
1.61%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.42M
2
LPL Financial
LPL Financial
California
+$956K
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$822K
4
Citadel Advisors
Citadel Advisors
Florida
+$429K
5
SFM
Signet Financial Management
New Jersey
+$324K

Top Sellers

Rank Fund Capital Flow
1
HSA
HBK Sorce Advisory
Pennsylvania
-$336K
2
PFO
Pathstone Family Office
New Jersey
-$322K
3
CIC
Carnegie Investment Counsel
Ohio
-$236K
4
CMS
Capital Market Strategies
Florida
-$233K
5
UBS Group
UBS Group
Switzerland
-$214K
Name Holding Trade Value Shares
Change 		Change in
Stake
RF
76
Robbins Farley
New Hampshire
$16.8K +$258 +4 +2%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$15.4K – – –
AP
78
Advisors Preferred
Maryland
$15.3K +$15.7K +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
$9.41K -$1.93K -30 -17%
CWA
87
Clearview Wealth Advisors
Oregon
$9.41K – – –
HI
88
Harbour Investments
Wisconsin
$9.16K – – –
PTC
89
Private Trust Company
Ohio
$7.85K +$8.05K +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 +$6.44K +100 New
NA
93
NewEdge Advisors
Louisiana
$5.84K -$32K -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 +$1.68K +26 New
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$735 -$41K -636 -5%
1 2 3
4
5

PBE Hedge Fund Activity: Q1 2023 in Review

101 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q1 2023, worth a combined $80.3M — up 3.5% from $77.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PBE positions and 12 closed out — a net gain of 1 holder — while 18 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.42M. The largest seller was HBK Sorce Advisory, exiting entirely with an estimated $336K sold.

  • 101 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q1 2023, down from 103 in Q4 2022.
  • Funds reported $80.3M of Invesco Biotechnology & Genome ETF stock for Q1 2023, up 3.5% quarter-over-quarter.
  • 13 funds opened new Invesco Biotechnology & Genome ETF positions in Q1 2023 and 12 closed out, a net change of +1 holder.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q1 2023 was Morgan Stanley, an estimated $3.42M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q1 2023 was HBK Sorce Advisory, an estimated $336K sold.

Based on aggregated 13F filings for Q1 2023.