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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

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.

Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
21
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.7M
2
Bank of America
2
Bank of America
North Carolina
$11.1M
3
U
3
UBS
Switzerland
$12.6M
4
Wells Fargo
4
Wells Fargo
California
$9.43M
5
AIG
5
American International Group
New York
$762K

Top Sellers

1
PFG
1
Pacific Financial Group
Washington
$274K
2
VKH
2
Virtu KCG Holdings
New York
$0
3
CWM
3
Concert Wealth Management
California
$0
4
WBG
4
Wharton Business Group
Pennsylvania
$949K
5
NCM
5
Niemann Capital Management
Nevada
$3.49M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.7M 719,812 +259,293 +56%
U
2
UBS
Switzerland
$12.6M 341,206 +148,305 +77%
Bank of America
3
Bank of America
North Carolina
$11.1M 300,822 +199,269 +196%
Wells Fargo
4
Wells Fargo
California
$9.43M 254,573 +133,105 +110%
TAM
5
Trillium Asset Management
Massachusetts
$5.38M 145,185 +3,451 +2%
NCM
6
Niemann Capital Management
Nevada
$3.49M 94,107 -6,668 -7%
LPL Financial
7
LPL Financial
California
$3.14M 84,790 +13,699 +19%
SAM
8
SignalPoint Asset Management
Missouri
$2.28M 61,620 +7,685 +14%
WB
9
Webster Bank
Connecticut
$1.69M 45,700 -500 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.33M 35,807 +3,679 +11%
HBT
11
Hills Bank & Trust
Iowa
$1.25M 33,754 -460 -1%
RJA
12
Raymond James & Associates
Florida
$1.18M 31,776 +14,333 +82%
WA
13
WFG Advisors
Texas
$1.16M 31,262 +4,864 +18%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.02M 27,575 +5,048 +22%
WBG
15
Wharton Business Group
Pennsylvania
$949K 25,605 -8,180 -24%
YIA
16
YHB Investment Advisors
Connecticut
$912K 24,615 – –
US Bancorp
17
US Bancorp
Minnesota
$897K 24,200 – –
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$799K 21,577 +930 +5%
AIG
19
American International Group
New York
$762K 20,566 +19,260 +1,475%
OPCM
20
Osborne Partners Capital Management
California
$695K 18,750 – –
FAAS
21
First Allied Advisory Services
California
$632K 17,038 +17,038 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$502K 13,555 +9,399 +226%
Goldman Sachs
23
Goldman Sachs
New York
$382K 10,298 +10,298 New
Deutsche Bank
24
Deutsche Bank
Germany
$375K 10,126 +10,126 New
TT
25
Tower Trust
Indiana
$302K 8,142 +8,142 New
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