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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

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
Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
1.48%
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

1
EH
Equitable Holdings
New York
$2.33M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.77M
3
LPL Financial
LPL Financial
California
$6.28M
4
CW
CreativeOne Wealth
Kansas
$2.61M
5
UBS Group
UBS Group
Switzerland
$5.63M

Top Sellers

1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$3.5M
2
Morgan Stanley
Morgan Stanley
New York
$13.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.71M
4
Wells Fargo
Wells Fargo
California
$4.82M
5
M&T Bank
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$25.9K – – –
FP
77
Financial Perspectives
Minnesota
$22.7K – – –
FCA
78
FinTrust Capital Advisors
South Carolina
$20.5K – – –
RF
79
Robbins Farley
New Hampshire
$18.3K -$777 -12 -4%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$15.4K -$27.3K -422 -64%
Comerica Bank
81
Comerica Bank
Texas
$15.3K -$10.9K -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 +$12.3K +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 +$6.47K +100 New
AWM
94
Aspire Wealth Management
Massachusetts
$5.76K – – –
CAL
95
Capital Analysts LLC
Pennsylvania
$5K +$5K +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