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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

96 hedge funds and large institutions have $79.8M invested in Invesco Biotechnology & Genome ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-5
Holders Change %
-4.95%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$13.9M
2
CW
2
CreativeOne Wealth
Kansas
$1.75M
3
Bank of America
3
Bank of America
North Carolina
$4.2M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$258K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$670K

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
LPL Financial
3
LPL Financial
California
$3.25M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$762K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$14.7K +$2.45K +40 +20%
S
77
SignatureFD
Georgia
$13.1K – – –
BlackRock
78
BlackRock
New York
$13.1K – – –
ME
79
McIlrath & Eck
Washington
$12.6K – – –
FA
80
Financial Avengers
California
$12.2K – – –
TFGT
81
TS Financial Group (TSFG)
Illinois
$12K – – –
FHA
82
First Horizon Advisors
Tennessee
$9.56K – – –
HIA
83
Harbor Investment Advisory
Maryland
$9.19K – – –
CWA
84
Clearview Wealth Advisors
Oregon
$9.19K – – –
CCM
85
Chilton Capital Management
Texas
$8.03K +$8.03K +131 New
PTC
86
Private Trust Company
Ohio
$7.66K – – –
SCA
87
Stonebridge Capital Advisors
Minnesota
$6.13K – – –
WWP
88
WR Wealth Planners
Missouri
$6.13K – – –
HI
89
Harbour Investments
Wisconsin
$5.89K -$3.07K -50 -34%
AWM
90
Aspire Wealth Management
Massachusetts
$5.46K – – –
AIP
91
Ameritas Investment Partners
Nebraska
$4.29K – – –
TSWM
92
Tyler-Stone Wealth Management
Ohio
$4K +$4K +72 New
BWP
93
Baldwin Wealth Partners
Massachusetts
$3.06K – – –
BBPWM
94
Blue Bell Private Wealth Management
Pennsylvania
$1.29K – – –
CAS
95
Coppell Advisory Solutions
Texas
$783 +$783 +13 New
PO
96
Private Ocean
California
$490 +$490 +8 New
HNB
97
Huntington National Bank
Ohio
$61 -$63 – –
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
– -$2M -31,778 Closed
Citadel Advisors
99
Citadel Advisors
Florida
– -$418K -6,659 Closed
SFS
100
Sowell Financial Services
Arkansas
– -$240K -3,819 Closed
1 2 3
4
5