Invesco Biotechnology & Genome ETF
PBE
60 hedge funds and large institutions have $92.6M invested in Invesco Biotechnology & Genome ETF in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
110% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 10
53% more capital invested
Capital invested by funds: $60.7M → $92.6M (+$31.9M)
18% more funds holding
Funds holding: 51 → 60 (+9)
4.78% more ownership
Funds ownership: 27.71% → 32.49% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.15M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$5.32M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.77M |
| 5 |
AIG
American International Group
New York
|
+$691K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$1.77M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$676K |
| 3 |
CWM
Concert Wealth Management
San Jose,
California
|
-$661K |
| 4 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$293K |
| 5 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$239K |
PBE Hedge Fund Activity: Q4 2013 in Review
60 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2013, worth a combined $92.6M — up 53% from $60.7M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PBE positions and 6 closed out — a net gain of 9 holders — while 21 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.3M. The largest seller was Pacific Financial Group, cutting an estimated $1.77M.
- 60 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2013, up from 51 in Q3 2013.
- Funds reported $92.6M of Invesco Biotechnology & Genome ETF stock for Q4 2013, up 53% quarter-over-quarter.
- 15 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2013 and 6 closed out, a net change of +9 holders.
- The largest Invesco Biotechnology & Genome ETF buyer in Q4 2013 was Morgan Stanley, an estimated $9.3M added.
- The largest Invesco Biotechnology & Genome ETF seller in Q4 2013 was Pacific Financial Group, an estimated $1.77M sold.
Based on aggregated 13F filings for Q4 2013.