Invesco Biotechnology & Genome ETF
PBE
95 hedge funds and large institutions have $105M invested in Invesco Biotechnology & Genome ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 8 closing their positions.
42% more capital invested
Capital invested by funds: $73.9M → $105M (+$31.1M)
17% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 24
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
7.22% more ownership
Funds ownership: 32.96% → 40.18% (+7.2%)
2% less funds holding
Funds holding: 97 → 95 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.05M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.92M |
| 4 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$1.44M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.01M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$510K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$463K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$363K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$205K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$9.13K | -160 | Closed |
|
|
SCA
102
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$5.7K | -100 | Closed |
|
|
WWP
103
WR Wealth Planners
Columbia,
Missouri
| – | -$5.7K | -100 | Closed |
|
PBE Hedge Fund Activity: Q4 2023 in Review
95 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2023, worth a combined $105M — up 42% from $73.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PBE positions and 8 closed out — a net gain of 1 holder — while 28 added to existing stakes and 24 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.9M. The largest seller was UBS Group, cutting an estimated $1.01M.
- 95 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2023, down from 97 in Q3 2023.
- Funds reported $105M of Invesco Biotechnology & Genome ETF stock for Q4 2023, up 42% quarter-over-quarter.
- 9 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2023 and 8 closed out, a net change of +1 holder.
- The largest Invesco Biotechnology & Genome ETF buyer in Q4 2023 was Morgan Stanley, an estimated $10.9M added.
- The largest Invesco Biotechnology & Genome ETF seller in Q4 2023 was UBS Group, an estimated $1.01M sold.
Based on aggregated 13F filings for Q4 2023.