Invesco Biotechnology & Genome ETF
PBE
89 hedge funds and large institutions have $56.5M invested in Invesco Biotechnology & Genome ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 28 reducing their positions, and 20 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.96% less ownership
Funds ownership: 27.83% → 24.87% (-3%)
12% less funds holding
Funds holding: 101 → 89 (-12)
27% less capital invested
Capital invested by funds: $77.1M → $56.5M (-$20.6M)
45% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 20
54% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$547K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$363K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$331K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$306K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Artemis Wealth Advisors
New York
|
-$2.57M |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
-$1.91M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.19M |
| 4 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$1.18M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCA
101
Snowden Capital Advisors
New York
| – | -$78K | -1,100 | Closed |
|
|
RPCONE
102
Retirement Planning Company of New England
Warwick,
Rhode Island
| – | -$66K | -930 | Closed |
|
|
CFCI
103
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| – | -$13K | -230 | Closed |
|
|
EWM
104
Elmwood Wealth Management
Berkeley,
California
| – | -$14K | -200 | Closed |
|
|
GEA
105
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$12.5K | -175 | Closed |
|
|
FHA
106
First Horizon Advisors
Memphis,
Tennessee
| – | -$11K | -156 | Closed |
|
|
MTWM
107
Masso Torrence Wealth Management
Marlton,
New Jersey
| – | -$11K | -151 | Closed |
|
108
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$8K | -112 | Closed |
|
|
NFSG
109
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$7K | -100 | Closed |
|
PBE Hedge Fund Activity: Q1 2022 in Review
89 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q1 2022, worth a combined $56.5M — down 27% from $77.1M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of PBE and 11 opened new positions — a net loss of 9 holders — while 28 trimmed existing stakes and 13 added.
The largest buyer was Morgan Stanley, adding an estimated $547K. The largest seller was Artemis Wealth Advisors, cutting an estimated $2.57M.
- 89 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q1 2022, down from 101 in Q4 2021.
- Funds reported $56.5M of Invesco Biotechnology & Genome ETF stock for Q1 2022, down 27% quarter-over-quarter.
- 11 funds opened new Invesco Biotechnology & Genome ETF positions in Q1 2022 and 20 closed out, a net change of -9 holders.
- The largest Invesco Biotechnology & Genome ETF buyer in Q1 2022 was Morgan Stanley, an estimated $547K added.
- The largest Invesco Biotechnology & Genome ETF seller in Q1 2022 was Artemis Wealth Advisors, an estimated $2.57M sold.
Based on aggregated 13F filings for Q1 2022.