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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

64 hedge funds and large institutions have $52.9M invested in Invesco Biotechnology & Genome ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
21
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$2.62M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$974K
3
SPIA
3
Steward Partners Investment Advisory
New York
$562K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$541K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.12M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$639K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
UBS Group
3
UBS Group
Switzerland
$4.26M
4
Bank of America
4
Bank of America
North Carolina
$5.09M
5
LPL Financial
5
LPL Financial
California
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.73M -$146K -3,206 -2%
Bank of America
2
Bank of America
North Carolina
$5.09M -$479K -10,493 -9%
UBS Group
3
UBS Group
Switzerland
$4.26M -$1.01M -22,089 -19%
SAM
4
SignalPoint Asset Management
Missouri
$3.56M – – –
Wells Fargo
5
Wells Fargo
California
$3.43M +$276K +6,051 +9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.12M +$357K +7,823 +13%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$2.62M +$676K +14,811 +35%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.16M +$232K +5,071 +12%
LPL Financial
9
LPL Financial
California
$1.92M -$430K -9,420 -18%
CAS
10
Cue Advisory Services
Arizona
$1.65M +$104K +2,273 +7%
YIA
11
YHB Investment Advisors
Connecticut
$1.15M +$205K +4,500 +22%
HBT
12
Hills Bank & Trust
Iowa
$1.13M -$35.8K -785 -3%
IFWM
13
Institute for Wealth Management
Colorado
$1.09M – – –
PSUF
14
People's United Financial
Connecticut
$1.07M -$13.7K -300 -1%
AFM
15
Abbot Financial Management
Massachusetts
$1.06M +$1.06M +23,225 New
US Bancorp
16
US Bancorp
Minnesota
$1.02M – – –
RJFSA
17
Raymond James Financial Services Advisors
Florida
$974K +$674K +14,750 +224%
OPCM
18
Osborne Partners Capital Management
California
$807K – – –
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$806K -$187K -4,095 -19%
GKWIM
20
Gerber Kawasaki Wealth & Investment Management
California
$728K -$28.5K -622 -4%
NDSI
21
Newman Dignan & Sheerar Inc
Rhode Island
$664K – – –
VF
22
Virtu Financial
New York
$659K -$199K -4,352 -23%
Stifel Financial
23
Stifel Financial
Missouri
$639K -$6.18M -134,939 -91%
WBG
24
Wharton Business Group
Pennsylvania
$569K -$68.5K -1,500 -11%
SPIA
25
Steward Partners Investment Advisory
New York
$562K +$557K +12,206 +11,407%
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