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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

97 hedge funds and large institutions have $73.9M invested in Invesco Biotechnology & Genome ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$15.8M
2
PIM
2
Penobscot Investment Management
Massachusetts
$562K
3
Citadel Advisors
3
Citadel Advisors
Florida
$510K
4
UBS Group
4
UBS Group
Switzerland
$5.38M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$315K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.8M
2
M&T Bank
2
M&T Bank
New York
$583K
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SIA
4
SkyView Investment Advisors
New Jersey
$0
5
PWM
5
PRW Wealth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
76
SignatureFD
Georgia
$12.1K – – –
BlackRock
77
BlackRock
New York
$12.1K – – –
ME
78
McIlrath & Eck
Washington
$11.7K – – –
FA
79
Financial Avengers
California
$11.4K – – –
TFGT
80
TS Financial Group (TSFG)
Illinois
$11K – – –
CPG
81
Cornerstone Planning Group
New Jersey
$9.35K +$9.35K +164 New
Legacy Financial Group (Iowa)
82
Legacy Financial Group (Iowa)
Iowa
$9.13K +$9.13K +160 New
FHA
83
First Horizon Advisors
Tennessee
$8.9K – – –
HI
84
Harbour Investments
Wisconsin
$8.79K +$3.31K +58 +60%
HIA
85
Harbor Investment Advisory
Maryland
$8.56K – – –
SCA
86
Stonebridge Capital Advisors
Minnesota
$5.7K – – –
WWP
87
WR Wealth Planners
Missouri
$5.7K – – –
AWM
88
Aspire Wealth Management
Massachusetts
$5.08K – – –
NS
89
NBC Securities
Alabama
$5K +$5K +100 New
TSWM
90
Tyler-Stone Wealth Management
Ohio
$4K – – –
AIP
91
Ameritas Investment Partners
Nebraska
$3.99K – – –
PA
92
Parallel Advisors
California
$3.18K -$40K -691 -93%
BWP
93
Baldwin Wealth Partners
Massachusetts
$2.85K – – –
BBPWM
94
Blue Bell Private Wealth Management
Pennsylvania
$1.2K – – –
SFG
95
Steward Financial Group
Texas
$1K +$1K +26 New
CAS
96
Coppell Advisory Solutions
Texas
$825 – – –
HNB
97
Huntington National Bank
Ohio
$57 -$61 – –
Goldman Sachs
98
Goldman Sachs
New York
– -$334K -5,454 Closed
SIA
99
SkyView Investment Advisors
New Jersey
– -$213K -3,476 Closed
PWM
100
PRW Wealth Management
Massachusetts
– -$208K -3,300 Closed
1 2 3
4
5