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Invesco Biotechnology & Genome ETF
PBE

102 hedge funds and large institutions have $78.5M invested in Invesco Biotechnology & Genome ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

7% more funds holding

Funds holding: 95 → 102 (+7)

8.25% less ownership

Funds ownership: 40.18% → 31.93% (-8.3%)

25% less capital invested

Capital invested by funds: $105M → $78.5M (-$26.6M)

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
+$2.34M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$929K
3
LPL Financial
LPL Financial
California
+$911K
4
CW
CreativeOne Wealth
Kansas
+$818K
5
UBS Group
UBS Group
Switzerland
+$657K

Top Sellers

Rank Fund Capital Flow
1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$16.1M
2
Morgan Stanley
Morgan Stanley
New York
-$11.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.36M
4
Wells Fargo
Wells Fargo
California
-$1.53M
5
M&T Bank
M&T Bank
New York
-$576K
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$25.9K – – –
FP
77
Financial Perspectives
Minnesota
$22.6K – – –
FCA
78
FinTrust Capital Advisors
South Carolina
$20.5K – – –
RF
79
Robbins Farley
New Hampshire
$18.3K -$781 -12 -4%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$15.4K -$27.5K -422 -64%
Comerica Bank
81
Comerica Bank
Texas
$15.3K -$11K -169 -42%
BlackRock
82
BlackRock
New York
$13.8K – – –
S
83
SignatureFD
Georgia
$13.8K – – –
ME
84
McIlrath & Eck
Washington
$13.3K – – –
TFGT
85
TS Financial Group (TSFG)
Illinois
$13K – – –
FA
86
Financial Avengers
California
$12.9K – – –
CCM
87
Chilton Capital Management
Texas
$12.3K +$12.4K +190 New
T
88
Tidemark
California
$10.9K +$10.9K +168 New
AF
89
Allworth Financial
California
$10.8K – – –
CPG
90
Cornerstone Planning Group
New Jersey
$10.5K – – –
FHA
91
First Horizon Advisors
Tennessee
$10.1K – – –
HIA
92
Harbor Investment Advisory
Maryland
$9.71K – – –
WWP
93
WR Wealth Planners
Missouri
$6.47K +$6.51K +100 New
AWM
94
Aspire Wealth Management
Massachusetts
$5.76K – – –
CAL
95
Capital Analysts LLC
Pennsylvania
$5K +$4.95K +76 New
TSWM
96
Tyler-Stone Wealth Management
Ohio
$4.66K – – –
AIP
97
Ameritas Investment Partners
Nebraska
$4.53K – – –
PA
98
Parallel Advisors
California
$3.61K – – –
BWP
99
Baldwin Wealth Partners
Massachusetts
$3.24K – – –
ATC
100
Adirondack Trust Company
New York
$3.04K – – –
1 2 3
4
5

PBE Hedge Fund Activity: Q1 2024 in Review

102 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q1 2024, worth a combined $78.5M — down 25% from $105M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PBE positions and 4 closed out — a net gain of 8 holders — while 30 added to existing stakes and 23 trimmed.

The largest buyer was Equitable Holdings, opening a new position worth an estimated $2.34M. The largest seller was Gerber Kawasaki Wealth & Investment Management, cutting an estimated $16.1M.

  • 102 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q1 2024, up from 95 in Q4 2023.
  • Funds reported $78.5M of Invesco Biotechnology & Genome ETF stock for Q1 2024, down 25% quarter-over-quarter.
  • 12 funds opened new Invesco Biotechnology & Genome ETF positions in Q1 2024 and 4 closed out, a net change of +8 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q1 2024 was Equitable Holdings, an estimated $2.34M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q1 2024 was Gerber Kawasaki Wealth & Investment Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2024.