PBE icon

Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

68 hedge funds and large institutions have $56.9M invested in Invesco Biotechnology & Genome ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
19
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
SignalPoint Asset Management
Missouri
$3.28M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.13M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.9M
4
SG Americas Securities
4
SG Americas Securities
New York
$1.07M
5
UBS Group
5
UBS Group
Switzerland
$5.12M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.88M
2
CWM
2
Concert Wealth Management
California
$1.14M
3
TAM
3
Trillium Asset Management
Massachusetts
$315K
4
NDSI
4
Newman Dignan & Sheerar Inc
Rhode Island
$0
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.88M -$3.48M -82,880 -31%
Morgan Stanley
2
Morgan Stanley
New York
$5.9M +$906K +21,594 +18%
UBS Group
3
UBS Group
Switzerland
$5.12M +$478K +11,388 +10%
Wells Fargo
4
Wells Fargo
California
$3.4M +$206K +4,902 +6%
SAM
5
SignalPoint Asset Management
Missouri
$3.28M +$2.89M +68,894 +744%
Goldman Sachs
6
Goldman Sachs
New York
$2.78M -$24.4K -582 -0.9%
LPL Financial
7
LPL Financial
California
$2.48M -$115K -2,758 -4%
Citadel Advisors
8
Citadel Advisors
Florida
$2.13M +$1.71M +40,670 +398%
TCM
9
Traynor Capital Management
Pennsylvania
$1.77M -$222K -5,724 -11%
CAS
10
Cue Advisory Services
Arizona
$1.3M -$177K -4,213 -12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.23M -$72.4K -1,725 -6%
HBT
12
Hills Bank & Trust
Iowa
$1.19M -$425K -10,120 -26%
CWM
13
Concert Wealth Management
California
$1.14M -$1.01M -27,404 Closed
SG Americas Securities
14
SG Americas Securities
New York
$1.07M +$834K +19,870 +347%
PSUF
15
People's United Financial
Connecticut
$1.04M – – –
US Bancorp
16
US Bancorp
Minnesota
$993K +$13.8K +329 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$946K +$393K +9,363 +71%
CFS
18
Commonwealth Financial Services
West Virginia
$890K – – –
OPCM
19
Osborne Partners Capital Management
California
$754K – – –
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$750K +$22.1K +526 +3%
GKWIM
21
Gerber Kawasaki Wealth & Investment Management
California
$718K -$149K -3,545 -17%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$708K – – –
YIA
23
YHB Investment Advisors
Connecticut
$689K -$189K -4,500 -22%
BRWA
24
B. Riley Wealth Advisors
Florida
$660K +$25.1K +598 +4%
Stifel Financial
25
Stifel Financial
Missouri
$644K -$183K -4,357 -22%
1
2 3