Invesco Biotechnology & Genome ETF
PBE
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.
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
4% more capital invested
Capital invested by funds: $52.9M → $55M (+$2.09M)
0.61% less ownership
Funds ownership: 21.64% → 21.02% (-0.61%)
6% less funds holding
Funds holding: 64 → 60 (-4)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$1.1M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$311K |
| 3 |
Morgan Stanley
New York
|
+$267K |
| 4 |
Jane Street
New York
|
+$243K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$225K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$3.27M |
| 2 |
YIA
YHB Investment Advisors
West Hartford,
Connecticut
|
-$213K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$208K |
| 4 |
VF
Virtu Financial
New York
|
-$89K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$78K |
PBE Hedge Fund Activity: Q3 2017 in Review
60 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2017, worth a combined $55M — up 3.9% from $52.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PBE and 4 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 18 added.
The largest buyer was Institute for Wealth Management, opening a new position worth an estimated $1.1M. The largest seller was SignalPoint Asset Management, cutting an estimated $3.27M.
- 60 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2017, down from 64 in Q2 2017.
- Funds reported $55M of Invesco Biotechnology & Genome ETF stock for Q3 2017, up 3.9% quarter-over-quarter.
- 4 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2017 and 6 closed out, a net change of -2 holders.
- The largest Invesco Biotechnology & Genome ETF buyer in Q3 2017 was Institute for Wealth Management, an estimated $1.1M added.
- The largest Invesco Biotechnology & Genome ETF seller in Q3 2017 was SignalPoint Asset Management, an estimated $3.27M sold.
Based on aggregated 13F filings for Q3 2017.