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Invesco Biotechnology & Genome ETF

82 hedge funds and large institutions have $133M invested in Invesco Biotechnology & Genome ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

0.37% more ownership

Funds ownership: 30.5%30.87% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 8682 (-4)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

22% less capital invested

Capital invested by funds: $170M → $133M (-$36.9M)

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
27
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22M -$4M -71,503 -13%
Bank of America
2
Bank of America
North Carolina
$15.2M -$5.07M -90,772 -21%
UBS Group
3
UBS Group
Switzerland
$14.8M -$2.96M -52,937 -14%
Wells Fargo
4
Wells Fargo
California
$7.88M -$750K -13,411 -7%
TAM
5
Trillium Asset Management
Massachusetts
$6.02M +$212K +3,795 +3%
QA
6
Quantitative Advantage
Minnesota
$5.66M +$195K +3,486 +3%
FIM
7
Freedom Investment Management
Connecticut
$4.95M +$2.05M +36,602 +782%
LPL Financial
8
LPL Financial
California
$4.36M -$416K -7,448 -8%
HighTower Advisors
9
HighTower Advisors
Illinois
$4.19M +$221K +3,946 +4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$3.12M +$2.63M +47,136 +222%
Goldman Sachs
11
Goldman Sachs
New York
$3.05M -$74.6K -1,334 -2%
TCM
12
Traynor Capital Management
Pennsylvania
$3M +$257K +4,607 +8%
SAM
13
SignalPoint Asset Management
Missouri
$2.63M +$291K +5,199 +10%
HBT
14
Hills Bank & Trust
Iowa
$2.53M -$74.6K -1,335 -2%
Stifel Financial
15
Stifel Financial
Missouri
$2.18M +$110K +1,969 +4%
BWP
16
Baldwin Wealth Partners
Massachusetts
$2.02M +$26.4K +473 +1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.99M +$86.3K +1,545 +4%
Jane Street
18
Jane Street
New York
$1.67M +$2.04M +36,449 New
CAS
19
Cue Advisory Services
Arizona
$1.6M +$151K +2,695 +8%
VKH
20
Virtu KCG Holdings
New York
$1.51M +$1.59M +28,462 +624%
RJA
21
Raymond James & Associates
Florida
$1.4M -$274K -4,907 -14%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.31M +$47.8K +856 +3%
MFS
23
MSI Financial Services
Massachusetts
$1.26M +$38.1K +682 +3%
Citadel Advisors
24
Citadel Advisors
Florida
$1.23M +$1.5M +26,873 New
PSUF
25
People's United Financial
Connecticut
$1.16M

PBE Hedge Fund Activity: Q3 2015 in Review

82 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2015, worth a combined $133M — down 22% from $170M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PBE and 11 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 27 added.

The largest buyer was Susquehanna International Group, adding an estimated $2.63M. The largest seller was Bank of America, cutting an estimated $5.07M.

  • 82 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2015, down from 86 in Q2 2015.
  • Funds reported $133M of Invesco Biotechnology & Genome ETF stock for Q3 2015, down 22% quarter-over-quarter.
  • 11 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2015 and 13 closed out, a net change of -2 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q3 2015 was Susquehanna International Group, an estimated $2.63M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q3 2015 was Bank of America, an estimated $5.07M sold.

Based on aggregated 13F filings for Q3 2015.