We are live on ! Find out more
PBE icon

Invesco Biotechnology & Genome ETF

73 hedge funds and large institutions have $52.8M invested in Invesco Biotechnology & Genome ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.11% more ownership

Funds ownership: 22.03%24.14% (+2.1%)

1% less capital invested

Capital invested by funds: $53.4M → $52.8M (-$612K)

5% less funds holding

Funds holding: 7773 (-4)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.17M +$201K +3,425 +2%
Wells Fargo
2
Wells Fargo
California
$5.25M +$2.31M +39,351 +74%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.18M -$58.9K -1,003 -1%
Bank of America
4
Bank of America
North Carolina
$2.92M -$13.6K -232 -0.4%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.3M +$3.47K +59 +0.1%
LPL Financial
6
LPL Financial
California
$1.9M +$567K +9,653 +40%
PA
7
PFG Advisors
Arizona
$1.83M +$8.64K +147 +0.5%
Citadel Advisors
8
Citadel Advisors
Florida
$1.78M +$1.85M +31,497 New
UBS Group
9
UBS Group
Switzerland
$1.73M -$1.98M -33,742 -52%
ACM
10
Anfield Capital Management
California
$1.73M -$427K -7,272 -19%
IFWM
11
Institute for Wealth Management
Colorado
$1.23M +$2.53K +43 +0.2%
PSUF
12
People's United Financial
Connecticut
$1.2M
YIA
13
YHB Investment Advisors
Connecticut
$1.16M -$209K -3,550 -15%
AFM
14
Abbot Financial Management
Massachusetts
$1.09M -$23.5K -400 -2%
US Bancorp
15
US Bancorp
Minnesota
$961K -$323K -5,500 -24%
NDSI
16
Newman Dignan & Sheerar Inc
Rhode Island
$789K +$819K +13,941 New
COF
17
Capital One Financial
Virginia
$782K
SPIA
18
Steward Partners Investment Advisory
New York
$781K +$52.5K +894 +7%
RJA
19
Raymond James & Associates
Florida
$780K -$7.17K -122 -0.9%
LWM
20
Loveless Wealth Management
Montana
$758K -$9.99K -170 -1%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$730K -$1.16M -19,771 -61%
HBT
22
Hills Bank & Trust
Iowa
$720K -$200K -3,396 -21%
Stifel Financial
23
Stifel Financial
Missouri
$720K +$22.4K +382 +3%
FHA
24
Flagship Harbor Advisors
Massachusetts
$658K +$140K +2,385 +26%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$639K +$144K +2,445 +28%

PBE Hedge Fund Activity: Q3 2020 in Review

73 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2020, worth a combined $52.8M — down 1.1% from $53.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PBE and 6 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 16 added.

The largest buyer was Wells Fargo, adding an estimated $2.31M. The largest seller was UBS Group, cutting an estimated $1.98M.

  • 73 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2020, down from 77 in Q2 2020.
  • Funds reported $52.8M of Invesco Biotechnology & Genome ETF stock for Q3 2020, down 1.1% quarter-over-quarter.
  • 6 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2020 and 10 closed out, a net change of -4 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q3 2020 was Wells Fargo, an estimated $2.31M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q3 2020 was UBS Group, an estimated $1.98M sold.

Based on aggregated 13F filings for Q3 2020.