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Invesco Biotechnology & Genome ETF

86 hedge funds and large institutions have $170M invested in Invesco Biotechnology & Genome ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

3% more capital invested

Capital invested by funds: $165M → $170M (+$4.84M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.26% less ownership

Funds ownership: 30.76%30.5% (-0.26%)

1% less funds holding

Funds holding: 8786 (-1)

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
25
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$32.3M -$972K -16,993 -3%
Bank of America
2
Bank of America
North Carolina
$24.7M +$989K +17,300 +4%
UBS Group
3
UBS Group
Switzerland
$22M -$214K -3,751 -1%
Wells Fargo
4
Wells Fargo
California
$10.8M +$1.67M +29,227 +19%
TAM
5
Trillium Asset Management
Massachusetts
$7.46M +$90.1K +1,576 +1%
QA
6
Quantitative Advantage
Minnesota
$7.02M +$594K +10,380 +9%
LPL Financial
7
LPL Financial
California
$5.72M +$669K +11,707 +14%
HighTower Advisors
8
HighTower Advisors
Illinois
$5.27M +$12K +210 +0.2%
Goldman Sachs
9
Goldman Sachs
New York
$3.97M -$89.7K -1,569 -2%
TCM
10
Traynor Capital Management
Pennsylvania
$3.56M +$265K +4,630 +8%
HBT
11
Hills Bank & Trust
Iowa
$3.31M +$23.7K +415 +0.7%
SAM
12
SignalPoint Asset Management
Missouri
$2.89M
FAAS
13
First Allied Advisory Services
California
$2.66M -$152K -2,653 -5%
Stifel Financial
14
Stifel Financial
Missouri
$2.65M +$138K +2,406 +6%
BWP
15
Baldwin Wealth Partners
Massachusetts
$2.55M +$24.6K +430 +1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.45M -$67.3K -1,177 -3%
RJA
17
Raymond James & Associates
Florida
$2.07M +$60.3K +1,055 +3%
CAS
18
Cue Advisory Services
Arizona
$1.89M +$46.6K +815 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.63M +$371K +6,490 +30%
MFS
20
MSI Financial Services
Massachusetts
$1.57M +$121K +2,108 +8%
PSUF
21
People's United Financial
Connecticut
$1.48M -$71.5K -1,250 -5%
NDSI
22
Newman Dignan & Sheerar Inc
Rhode Island
$1.44M -$91.5K -1,600 -6%
YIA
23
YHB Investment Advisors
Connecticut
$1.43M -$8.58K -150 -0.6%
US Bancorp
24
US Bancorp
Minnesota
$1.42M -$2.86K -50 -0.2%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.24M +$25.6K +447 +2%

PBE Hedge Fund Activity: Q2 2015 in Review

86 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q2 2015, worth a combined $170M — up 2.9% from $165M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PBE positions and 10 closed out — a net gain of 1 holder — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.67M. The largest seller was Jane Street, exiting entirely with an estimated $2.46M sold.

  • 86 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q2 2015, down from 87 in Q1 2015.
  • Funds reported $170M of Invesco Biotechnology & Genome ETF stock for Q2 2015, up 2.9% quarter-over-quarter.
  • 11 funds opened new Invesco Biotechnology & Genome ETF positions in Q2 2015 and 10 closed out, a net change of +1 holder.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q2 2015 was Wells Fargo, an estimated $1.67M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q2 2015 was Jane Street, an estimated $2.46M sold.

Based on aggregated 13F filings for Q2 2015.