Invesco Biotechnology & Genome ETF
PBE
102 hedge funds and large institutions have $78.5M invested in Invesco Biotechnology & Genome ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
30% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 23
7% more funds holding
Funds holding: 95 → 102 (+7)
8.25% less ownership
Funds ownership: 40.18% → 31.93% (-8.3%)
25% less capital invested
Capital invested by funds: $105M → $78.5M (-$26.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
+$2.34M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$929K |
| 3 |
LPL Financial
San Diego,
California
|
+$911K |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$818K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$657K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
-$16.1M |
| 2 |
Morgan Stanley
New York
|
-$11.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.36M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.53M |
| 5 |
M&T Bank
Buffalo,
New York
|
-$576K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BTI
101
Blue Trust Inc
Alpharetta,
Georgia
| $1.62K | +$1.63K | +25 | New |
|
|
BBPWM
102
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $1.36K | – | – | – |
|
|
HNB
103
Huntington National Bank
Columbus,
Ohio
| $65 | – | – | – |
|
|
104
M&T Bank
Buffalo,
New York
| – | -$576K | -8,750 | Closed |
|
|
SWP
105
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$208K | -3,157 | Closed |
|
|
ASN
106
Advisory Services Network
Atlanta,
Georgia
| – | -$102K | -1,550 | Closed |
|
|
NS
107
NBC Securities
Birmingham,
Alabama
| – | -$6K | -100 | Closed |
|
PBE Hedge Fund Activity: Q1 2024 in Review
102 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q1 2024, worth a combined $78.5M — down 25% from $105M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PBE positions and 4 closed out — a net gain of 8 holders — while 30 added to existing stakes and 23 trimmed.
The largest buyer was Equitable Holdings, opening a new position worth an estimated $2.34M. The largest seller was Gerber Kawasaki Wealth & Investment Management, cutting an estimated $16.1M.
- 102 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q1 2024, up from 95 in Q4 2023.
- Funds reported $78.5M of Invesco Biotechnology & Genome ETF stock for Q1 2024, down 25% quarter-over-quarter.
- 12 funds opened new Invesco Biotechnology & Genome ETF positions in Q1 2024 and 4 closed out, a net change of +8 holders.
- The largest Invesco Biotechnology & Genome ETF buyer in Q1 2024 was Equitable Holdings, an estimated $2.34M added.
- The largest Invesco Biotechnology & Genome ETF seller in Q1 2024 was Gerber Kawasaki Wealth & Investment Management, an estimated $16.1M sold.
Based on aggregated 13F filings for Q1 2024.