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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

96 hedge funds and large institutions have $79.8M invested in Invesco Biotechnology & Genome ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-5
Holders Change %
-4.95%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$13.9M
2
CW
CreativeOne Wealth
Kansas
$1.75M
3
Bank of America
Bank of America
North Carolina
$4.2M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$258K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$670K

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$0
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
LPL Financial
LPL Financial
California
$3.25M
4
SFS
Sowell Financial Services
Arkansas
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$762K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
101
Advisory Services Network
Georgia
– -$97.9K -1,560 Closed
GLLW
102
Graves Light Lenhart Wealth
Virginia
– -$97.5K -1,554 Closed
SWM
103
Spire Wealth Management
Virginia
– -$62.8K -1,000 Closed
BAM
104
Belpointe Asset Management
Nevada
– -$50.2K -800 Closed
TWA
105
TCI Wealth Advisors
Arizona
– -$48.6K -775 Closed
MPCG
106
Matrix Private Capital Group
New York
– -$47.1K -750 Closed
AP
107
Advisors Preferred
Maryland
– -$15.3K -244 Closed
EWA
108
EverSource Wealth Advisors
Alabama
– -$6.84K -109 Closed
SFG
109
Steward Financial Group
Texas
– -$1K -26 Closed
IA
110
IFP Advisors
Florida
– -$729 -14 Closed
1 2 3 4
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