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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

95 hedge funds and large institutions have $105M invested in Invesco Biotechnology & Genome ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.16M
3
LPL Financial
3
LPL Financial
California
$5.47M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$19.8M
5
Wells Fargo
5
Wells Fargo
California
$6.45M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$5.07M
2
CAN
2
Cetera Advisor Networks
California
$597K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.02M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$19.8K +$3.95K +60 +25%
RF
77
Robbins Farley
New Hampshire
$19.4K +$2.9K +44 +18%
S
78
SignatureFD
Georgia
$14K – – –
BlackRock
79
BlackRock
New York
$14K – – –
ME
80
McIlrath & Eck
Washington
$13.5K – – –
FA
81
Financial Avengers
California
$13.1K – – –
TFGT
82
TS Financial Group (TSFG)
Illinois
$13K – – –
AF
83
Allworth Financial
California
$11K +$11K +167 New
CPG
84
Cornerstone Planning Group
New Jersey
$10.8K – – –
FHA
85
First Horizon Advisors
Tennessee
$10.3K – – –
HIA
86
Harbor Investment Advisory
Maryland
$9.88K – – –
NS
87
NBC Securities
Alabama
$6K – – –
AWM
88
Aspire Wealth Management
Massachusetts
$5.86K – – –
TSWM
89
Tyler-Stone Wealth Management
Ohio
$4.74K – – –
AIP
90
Ameritas Investment Partners
Nebraska
$4.61K – – –
PA
91
Parallel Advisors
California
$3.67K +$66 +1 +2%
BWP
92
Baldwin Wealth Partners
Massachusetts
$3.29K – – –
ATC
93
Adirondack Trust Company
New York
$3.08K -$39.5K -602 -93%
BBPWM
94
Blue Bell Private Wealth Management
Pennsylvania
$1.38K – – –
CAS
95
Coppell Advisory Solutions
Texas
$805 – – –
HNB
96
Huntington National Bank
Ohio
$66 -$57 – –
Citadel Advisors
97
Citadel Advisors
Florida
– -$510K -8,949 Closed
BRWA
98
B. Riley Wealth Advisors
Florida
– -$205K -3,588 Closed
ACA
99
Aptus Capital Advisors
Alabama
– -$82.7K -1,450 Closed
Creative Planning
100
Creative Planning
Kansas
– -$17.1K -300 Closed
1 2 3
4
5