Invesco Biotechnology & Genome ETF
PBE
101 hedge funds and large institutions have $77.1M invested in Invesco Biotechnology & Genome ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
6% more capital invested
Capital invested by funds: $73M → $77.1M (+$4.08M)
4% more funds holding
Funds holding: 97 → 101 (+4)
2.89% more ownership
Funds ownership: 24.94% → 27.83% (+2.9%)
18% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Artemis Wealth Advisors
New York
|
+$3.95M |
| 2 |
Morgan Stanley
New York
|
+$2.23M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.56M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$786K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$707K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$684K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$654K |
| 3 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$639K |
| 4 |
Goldman Sachs
New York
|
-$511K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$231K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
101
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $1K | – | – | – |
|
|
102
Citadel Advisors
Miami,
Florida
| – | -$231K | -3,082 | Closed |
|
|
IWA
103
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$68K | -903 | Closed |
|
|
JCM
104
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$56K | -750 | Closed |
|
|
JPLA
105
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$48K | -638 | Closed |
|
106
JP Morgan Chase
New York
| – | -$30K | -403 | Closed |
|
|
LDFR
107
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| – | -$22K | -300 | Closed |
|
|
EWA
108
Evolution Wealth Advisors
Aventura,
Florida
| – | -$18K | -235 | Closed |
|
109
Barclays
London,
United Kingdom
| – | -$5K | -71 | Closed |
|
PBE Hedge Fund Activity: Q4 2021 in Review
101 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2021, worth a combined $77.1M — up 5.6% from $73M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PBE positions and 8 closed out — a net gain of 6 holders — while 18 added to existing stakes and 22 trimmed.
The largest buyer was Artemis Wealth Advisors, adding an estimated $3.95M. The largest seller was Stifel Financial, cutting an estimated $684K.
- 101 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2021, up from 97 in Q3 2021.
- Funds reported $77.1M of Invesco Biotechnology & Genome ETF stock for Q4 2021, up 5.6% quarter-over-quarter.
- 14 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2021 and 8 closed out, a net change of +6 holders.
- The largest Invesco Biotechnology & Genome ETF buyer in Q4 2021 was Artemis Wealth Advisors, an estimated $3.95M added.
- The largest Invesco Biotechnology & Genome ETF seller in Q4 2021 was Stifel Financial, an estimated $684K sold.
Based on aggregated 13F filings for Q4 2021.