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Invesco Biotechnology & Genome ETF

77 hedge funds and large institutions have $53.4M invested in Invesco Biotechnology & Genome ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $46.3M → $53.4M (+$7.13M)

1% more funds holding

Funds holding: 7677 (+1)

1.19% less ownership

Funds ownership: 23.23%22.03% (-1.2%)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.21M +$318K +5,846 +4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.36M -$661K -12,131 -14%
UBS Group
3
UBS Group
Switzerland
$3.75M -$8.88K -163 -0.3%
Wells Fargo
4
Wells Fargo
California
$3.1M +$208K +3,822 +8%
Bank of America
5
Bank of America
North Carolina
$3.02M -$52.6K -965 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.36M -$1.54M -28,255 -41%
ACM
7
Anfield Capital Management
California
$2.21M +$970K +17,814 +89%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.9M +$599K +11,003 +51%
PA
9
PFG Advisors
Arizona
$1.81M +$7.63K +140 +0.5%
YIA
10
YHB Investment Advisors
Connecticut
$1.4M -$2.72K -50 -0.2%
LPL Financial
11
LPL Financial
California
$1.39M +$70.8K +1,299 +6%
US Bancorp
12
US Bancorp
Minnesota
$1.31M
IFWM
13
Institute for Wealth Management
Colorado
$1.26M +$13.3K +244 +1%
PSUF
14
People's United Financial
Connecticut
$1.23M
AFM
15
Abbot Financial Management
Massachusetts
$1.14M
HBT
16
Hills Bank & Trust
Iowa
$939K -$11K -202 -1%
RJA
17
Raymond James & Associates
Florida
$810K +$281K +5,162 +59%
COF
18
Capital One Financial
Virginia
$805K
LWM
19
Loveless Wealth Management
Montana
$790K -$24.5K -450 -3%
SPIA
20
Steward Partners Investment Advisory
New York
$752K +$17.8K +327 +3%
Stifel Financial
21
Stifel Financial
Missouri
$719K +$127K +2,333 +23%
IHL
22
Investment House LLC
California
$694K -$7.63K -140 -1%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$573K -$85K -1,560 -14%
PSF
24
Pacific Sun Financial
California
$565K +$817 +15 +0.2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$543K

PBE Hedge Fund Activity: Q2 2020 in Review

77 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q2 2020, worth a combined $53.4M — up 15% from $46.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PBE positions and 7 closed out — a net gain of 2 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was Anfield Capital Management, adding an estimated $970K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.77M sold.

  • 77 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q2 2020, up from 76 in Q1 2020.
  • Funds reported $53.4M of Invesco Biotechnology & Genome ETF stock for Q2 2020, up 15% quarter-over-quarter.
  • 9 funds opened new Invesco Biotechnology & Genome ETF positions in Q2 2020 and 7 closed out, a net change of +2 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q2 2020 was Anfield Capital Management, an estimated $970K added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q2 2020 was Citadel Advisors, an estimated $1.77M sold.

Based on aggregated 13F filings for Q2 2020.