We are live on ! Find out more
PBE icon

Invesco Biotechnology & Genome ETF

71 hedge funds and large institutions have $75.4M invested in Invesco Biotechnology & Genome ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

0.95% more ownership

Funds ownership: 29.06%30.01% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 7471 (-3)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

19% less capital invested

Capital invested by funds: $93.2M → $75.4M (-$17.8M)

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
22
Reduced
11
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Arlington Capital Management
Illinois
$12.8M -$14.3M -278,343 -51%
Morgan Stanley
2
Morgan Stanley
New York
$9.69M +$2.67M +51,876 +34%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.88M +$6.12M +119,108 +2,093%
Wells Fargo
4
Wells Fargo
California
$5.34M +$857K +16,668 +17%
UBS Group
5
UBS Group
Switzerland
$4.91M -$2.23M -43,387 -29%
Bank of America
6
Bank of America
North Carolina
$4.51M +$1.76M +34,147 +55%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$3.11M +$27.2K +529 +0.8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.01M +$301K +5,849 +10%
RJA
9
Raymond James & Associates
Florida
$2.36M +$1.9M +36,991 +283%
LPL Financial
10
LPL Financial
California
$1.77M -$85.1K -1,655 -4%
PA
11
PFG Advisors
Arizona
$1.6M +$1.59M +30,955 New
YIA
12
YHB Investment Advisors
Connecticut
$1.2M +$208K +4,050 +19%
IFWM
13
Institute for Wealth Management
Colorado
$1.11M +$1.21M +23,515 New
AFM
14
Abbot Financial Management
Massachusetts
$1.08M
US Bancorp
15
US Bancorp
Minnesota
$1.06M
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.03M +$939K +18,276 +518%
Stifel Financial
17
Stifel Financial
Missouri
$1.02M +$287K +5,578 +34%
PSUF
18
People's United Financial
Connecticut
$995K -$36K -700 -3%
HBT
19
Hills Bank & Trust
Iowa
$958K -$6.42K -125 -0.6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$821K +$8.79K +171 +1%
EWA
21
EP Wealth Advisors
California
$795K +$868K +16,888 New
OPCM
22
Osborne Partners Capital Management
California
$791K -$25.7K -500 -3%
COI
23
Capital One Investing
Virginia
$725K +$792K +15,409 New
BRWA
24
B. Riley Wealth Advisors
Florida
$697K +$467K +9,077 +158%
GKWIM
25
Gerber Kawasaki Wealth & Investment Management
California
$679K -$12.8K -250 -2%

PBE Hedge Fund Activity: Q4 2018 in Review

71 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2018, worth a combined $75.4M — down 19% from $93.2M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PBE and 13 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 22 added.

The largest buyer was HighTower Advisors, adding an estimated $6.12M. The largest seller was Arlington Capital Management, cutting an estimated $14.3M.

  • 71 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2018, down from 74 in Q3 2018.
  • Funds reported $75.4M of Invesco Biotechnology & Genome ETF stock for Q4 2018, down 19% quarter-over-quarter.
  • 13 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2018 and 16 closed out, a net change of -3 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q4 2018 was HighTower Advisors, an estimated $6.12M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q4 2018 was Arlington Capital Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2018.