Invesco Biotechnology & Genome ETF
PBE
97 hedge funds and large institutions have $73.9M invested in Invesco Biotechnology & Genome ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
1% more funds holding
Funds holding: 96 → 97 (+1)
0.24% more ownership
Funds ownership: 32.72% → 32.96% (+0.24%)
7% less capital invested
Capital invested by funds: $79.8M → $73.9M (-$5.94M)
48% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$2.99M |
| 2 |
PIM
Penobscot Investment Management
Boston,
Massachusetts
|
+$601K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$546K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$504K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$337K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.25M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$601K |
| 3 |
Goldman Sachs
New York
|
-$334K |
| 4 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$213K |
| 5 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
-$208K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Simplex Trading
Chicago,
Illinois
| – | -$24.3K | -398 | -100% |
|
|
CWA
102
Clearview Wealth Advisors
Salem,
Oregon
| – | -$9.19K | -150 | Closed |
|
|
CCM
103
Chilton Capital Management
Houston,
Texas
| – | -$8.03K | -131 | Closed |
|
|
PTC
104
Private Trust Company
Cleveland,
Ohio
| – | -$7.66K | -125 | Closed |
|
|
PO
105
Private Ocean
San Rafael,
California
| – | -$490 | -8 | Closed |
|
PBE Hedge Fund Activity: Q3 2023 in Review
97 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2023, worth a combined $73.9M — down 7.4% from $79.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PBE positions and 7 closed out — a net gain of 2 holders — while 16 added to existing stakes and 31 trimmed.
The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $2.99M. The largest seller was Morgan Stanley, cutting an estimated $3.25M.
- 97 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2023, up from 96 in Q2 2023.
- Funds reported $73.9M of Invesco Biotechnology & Genome ETF stock for Q3 2023, down 7.4% quarter-over-quarter.
- 9 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2023 and 7 closed out, a net change of +2 holders.
- The largest Invesco Biotechnology & Genome ETF buyer in Q3 2023 was Gerber Kawasaki Wealth & Investment Management, an estimated $2.99M added.
- The largest Invesco Biotechnology & Genome ETF seller in Q3 2023 was Morgan Stanley, an estimated $3.25M sold.
Based on aggregated 13F filings for Q3 2023.