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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

60 hedge funds and large institutions have $55M invested in Invesco Biotechnology & Genome ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
18
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IFWM
1
Institute for Wealth Management
Colorado
$1.15M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.39M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.64M
4
Jane Street
4
Jane Street
New York
$256K
5
Wells Fargo
5
Wells Fargo
California
$3.98M

Top Sellers

1
SAM
1
SignalPoint Asset Management
Missouri
$456K
2
YIA
2
YHB Investment Advisors
Connecticut
$1.03M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$372K
4
VF
4
Virtu Financial
New York
$627K
5
AG
5
Advisor Group
Arizona
$468K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.64M +$281K +5,637 +4%
Bank of America
2
Bank of America
North Carolina
$5.57M +$11.1K +222 +0.2%
UBS Group
3
UBS Group
Switzerland
$4.8M +$137K +2,742 +3%
Wells Fargo
4
Wells Fargo
California
$3.98M +$237K +4,737 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.43M +$20.1K +402 +0.6%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$2.94M +$74.2K +1,486 +3%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.37M +$9.14K +183 +0.4%
LPL Financial
8
LPL Financial
California
$2.1M +$2.9K +58 +0.1%
CAS
9
Cue Advisory Services
Arizona
$1.86M +$56.7K +1,135 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.39M +$327K +6,549 +31%
HBT
11
Hills Bank & Trust
Iowa
$1.23M -$2.5K -50 -0.2%
PSUF
12
People's United Financial
Connecticut
$1.16M -$1.5K -30 -0.1%
IFWM
13
Institute for Wealth Management
Colorado
$1.15M +$1.15M +23,233 New
US Bancorp
14
US Bancorp
Minnesota
$1.11M – – –
AFM
15
Abbot Financial Management
Massachusetts
$1.11M – – –
YIA
16
YHB Investment Advisors
Connecticut
$1.03M -$225K -4,500 -18%
OPCM
17
Osborne Partners Capital Management
California
$882K – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$882K +$699 +14 +0.1%
GKWIM
19
Gerber Kawasaki Wealth & Investment Management
California
$795K -$1.5K -30 -0.2%
Stifel Financial
20
Stifel Financial
Missouri
$747K +$53.1K +1,069 +8%
NDSI
21
Newman Dignan & Sheerar Inc
Rhode Island
$729K +$2.7K +54 +0.4%
VF
22
Virtu Financial
New York
$627K -$93.7K -1,877 -13%
SPIA
23
Steward Partners Investment Advisory
New York
$624K +$9.97K +200 +2%
RJA
24
Raymond James & Associates
Florida
$593K -$1.6K -32 -0.3%
WBG
25
Wharton Business Group
Pennsylvania
$572K -$51K -1,020 -8%
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