We are live on ! Find out more
PBE icon

Invesco Biotechnology & Genome ETF

81 hedge funds and large institutions have $64.8M invested in Invesco Biotechnology & Genome ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

0% more funds holding

Funds holding: 8181 (0)

1.87% less ownership

Funds ownership: 29.13%27.25% (-1.9%)

20% less capital invested

Capital invested by funds: $80.7M → $64.8M (-$15.8M)

69% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 29

Holders
81
Holders Change
Holders Change %
0%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Brinker Capital Investments
Pennsylvania
$8.3M +$8.04M +155,000 New
Morgan Stanley
2
Morgan Stanley
New York
$8.27M -$2.42M -46,691 -23%
Wells Fargo
3
Wells Fargo
California
$5.04M -$694K -13,371 -12%
UBS Group
4
UBS Group
Switzerland
$4.92M -$4.75M -91,633 -50%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.92M +$1.69M +32,525 +55%
Bank of America
6
Bank of America
North Carolina
$3.58M -$1.45M -27,947 -29%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$3.53M -$52.8K -1,018 -2%
PA
8
PFG Advisors
Arizona
$1.6M +$12K +232 +0.8%
LPL Financial
9
LPL Financial
California
$1.52M -$463K -8,916 -24%
YIA
10
YHB Investment Advisors
Connecticut
$1.36M
IFWM
11
Institute for Wealth Management
Colorado
$1.24M -$22.3K -430 -2%
US Bancorp
12
US Bancorp
Minnesota
$1.2M
AFM
13
Abbot Financial Management
Massachusetts
$1.18M -$36.3K -700 -3%
PSUF
14
People's United Financial
Connecticut
$1.14M +$3.89K +75 +0.4%
HBT
15
Hills Bank & Trust
Iowa
$973K -$42.3K -815 -4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$949K -$14K -270 -1%
Jane Street
17
Jane Street
New York
$948K +$919K +17,718 New
OPCM
18
Osborne Partners Capital Management
California
$899K
RJA
19
Raymond James & Associates
Florida
$855K -$1.8M -34,712 -68%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$837K -$99.9K -1,926 -11%
COI
21
Capital One Investing
Virginia
$814K -$2.59K -50 -0.3%
GKWIM
22
Gerber Kawasaki Wealth & Investment Management
California
$718K -$22.8K -440 -3%
Stifel Financial
23
Stifel Financial
Missouri
$623K -$384K -7,400 -39%
PSF
24
Pacific Sun Financial
California
$579K +$561K +10,810 New
SPIA
25
Steward Partners Investment Advisory
New York
$560K -$26K -502 -5%

PBE Hedge Fund Activity: Q2 2019 in Review

81 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q2 2019, worth a combined $64.8M — down 20% from $80.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PBE positions and 8 closed out — a net gain of 3 holders — while 9 added to existing stakes and 29 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $8.04M. The largest seller was HighTower Advisors, cutting an estimated $6.3M.

  • 81 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $64.8M of Invesco Biotechnology & Genome ETF stock for Q2 2019, down 20% quarter-over-quarter.
  • 11 funds opened new Invesco Biotechnology & Genome ETF positions in Q2 2019 and 8 closed out, a net change of +3 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q2 2019 was Brinker Capital Investments, an estimated $8.04M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q2 2019 was HighTower Advisors, an estimated $6.3M sold.

Based on aggregated 13F filings for Q2 2019.