Invesco Biotechnology & Genome ETF
PBE
100 hedge funds and large institutions have $92.8M invested in Invesco Biotechnology & Genome ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 7 closing their positions.
18% more capital invested
Capital invested by funds: $78.5M → $92.8M (+$14.3M)
17% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 24
4.14% more ownership
Funds ownership: 31.93% → 36.06% (+4.1%)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
2% less funds holding
Funds holding: 102 → 100 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$16.4M |
| 2 |
Morgan Stanley
New York
|
+$654K |
| 3 |
PIM
Penobscot Investment Management
Boston,
Massachusetts
|
+$507K |
| 4 |
OCM
One Capital Management
Westlake Village,
California
|
+$389K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$356K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$2.06M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$704K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$415K |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$348K |
| 5 |
Two Sigma Investments
New York
|
-$324K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
101
Huntington National Bank
Columbus,
Ohio
| $65 | – | – | – |
|
|
102
Two Sigma Investments
New York
| – | -$324K | -5,000 | Closed |
|
103
Citadel Advisors
Miami,
Florida
| – | -$266K | -4,111 | Closed |
|
|
BRWA
104
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$205K | -3,588 | Closed |
|
|
SA
105
Strategic Advisors
New York
| – | -$227K | -3,501 | Closed |
|
|
PAG
106
Private Advisor Group
Morristown,
New Jersey
| – | -$224K | -3,465 | Closed |
|
107
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$217K | -3,348 | Closed |
|
|
ATC
108
Adirondack Trust Company
Saratoga Springs,
New York
| – | -$3.04K | -47 | Closed |
|
PBE Hedge Fund Activity: Q2 2024 in Review
100 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q2 2024, worth a combined $92.8M — up 18% from $78.5M a quarter earlier.
Fund positioning in PBE was balanced in Q2 2024: 7 funds opened new positions, 7 closed out, 28 added to existing stakes and 24 trimmed.
The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $16.4M. The largest seller was Equitable Holdings, cutting an estimated $2.06M.
- 100 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q2 2024, down from 102 in Q1 2024.
- Funds reported $92.8M of Invesco Biotechnology & Genome ETF stock for Q2 2024, up 18% quarter-over-quarter.
- 7 funds opened new Invesco Biotechnology & Genome ETF positions in Q2 2024 and 7 closed out, a net change of 0 holders.
- The largest Invesco Biotechnology & Genome ETF buyer in Q2 2024 was Gerber Kawasaki Wealth & Investment Management, an estimated $16.4M added.
- The largest Invesco Biotechnology & Genome ETF seller in Q2 2024 was Equitable Holdings, an estimated $2.06M sold.
Based on aggregated 13F filings for Q2 2024.