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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

99 hedge funds and large institutions have $92.3M invested in Invesco Biotechnology & Genome ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-3
Holders Change %
-2.94%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
28
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$20.3M
2
Morgan Stanley
Morgan Stanley
New York
$14.6M
3
PIM
Penobscot Investment Management
Massachusetts
$1.29M
4
OCM
One Capital Management
California
$1.65M
5
IWM
IHT Wealth Management
Illinois
$685K

Top Sellers

1
EH
Equitable Holdings
New York
$227K
2
UBS Group
UBS Group
Switzerland
$4.92M
3
Bank of America
Bank of America
North Carolina
$4.76M
4
CW
CreativeOne Wealth
Kansas
$2.26M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
76
Financial Perspectives
Minnesota
$22.7K – – –
AssetMark Inc
77
AssetMark Inc
California
$21.1K +$21.1K +325 New
RF
78
Robbins Farley
New Hampshire
$18.7K +$389 +6 +2%
Comerica Bank
79
Comerica Bank
Texas
$16.4K +$1.04K +16 +7%
S
80
SignatureFD
Georgia
$13.8K – – –
BlackRock
81
BlackRock
New York
$13.8K – – –
ME
82
McIlrath & Eck
Washington
$13.3K – – –
TFGT
83
TS Financial Group (TSFG)
Illinois
$13K – – –
FA
84
Financial Avengers
California
$12.9K – – –
CCM
85
Chilton Capital Management
Texas
$12.3K – – –
AF
86
Allworth Financial
California
$11.4K – – –
CPG
87
Cornerstone Planning Group
New Jersey
$10.9K +$66 +1 +0.6%
FHA
88
First Horizon Advisors
Tennessee
$10.1K – – –
HIA
89
Harbor Investment Advisory
Maryland
$9.72K – – –
WWP
90
WR Wealth Planners
Missouri
$6.48K – – –
T
91
Tidemark
California
$5.9K -$4.99K -77 -46%
FCA
92
FinTrust Capital Advisors
South Carolina
$5.83K -$14.7K -226 -72%
AWM
93
Aspire Wealth Management
Massachusetts
$5.77K – – –
TSWM
94
Tyler-Stone Wealth Management
Ohio
$4.67K – – –
AIP
95
Ameritas Investment Partners
Nebraska
$4.54K – – –
PA
96
Parallel Advisors
California
$3.62K – – –
BWP
97
Baldwin Wealth Partners
Massachusetts
$3.24K – – –
BTI
98
Blue Trust Inc
Georgia
$1.62K – – –
BBPWM
99
Blue Bell Private Wealth Management
Pennsylvania
$1.36K – – –
HNB
100
Huntington National Bank
Ohio
$65 -$65 – –
1 2 3
4
5