We are live on ! Find out more
PBE icon

Invesco Biotechnology & Genome ETF

81 hedge funds and large institutions have $59.7M invested in Invesco Biotechnology & Genome ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

13% more capital invested

Capital invested by funds: $52.8M → $59.7M (+$6.96M)

11% more funds holding

Funds holding: 7381 (+8)

1.1% less ownership

Funds ownership: 24.14%23.04% (-1.1%)

52% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 27

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
13
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.39M -$660K -10,422 -7%
Wells Fargo
2
Wells Fargo
California
$6.74M +$219K +3,457 +4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.4M -$702K -11,082 -15%
Bank of America
4
Bank of America
North Carolina
$3.6M -$14.2K -225 -0.4%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.07M +$208K +3,292 +8%
LPL Financial
6
LPL Financial
California
$2.48M +$108K +1,712 +5%
PA
7
PFG Advisors
Arizona
$2.14M +$6.33K +100 +0.3%
UBS Group
8
UBS Group
Switzerland
$2.08M -$58K -916 -3%
ACM
9
Anfield Capital Management
California
$1.92M -$205K -3,232 -11%
IFWM
10
Institute for Wealth Management
Colorado
$1.52M
PSUF
11
People's United Financial
Connecticut
$1.49M
YIA
12
YHB Investment Advisors
Connecticut
$1.42M -$15.8K -250 -1%
AFM
13
Abbot Financial Management
Massachusetts
$1.35M
US Bancorp
14
US Bancorp
Minnesota
$1.19M
SPIA
15
Steward Partners Investment Advisory
New York
$958K -$8.55K -135 -1%
LWM
16
Loveless Wealth Management
Montana
$923K -$14.6K -230 -2%
Stifel Financial
17
Stifel Financial
Missouri
$917K +$22.2K +351 +3%
HBT
18
Hills Bank & Trust
Iowa
$840K -$46.9K -741 -6%
FHA
19
Flagship Harbor Advisors
Massachusetts
$810K -$4.75K -75 -0.6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$779K -$11.8K -186 -2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$701K +$633K +10,000 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$555K -$6.33K -100 -1%
IHL
23
Investment House LLC
California
$523K -$89K -1,405 -16%
RJA
24
Raymond James & Associates
Florida
$517K -$405K -6,393 -46%
JIC
25
Joel Isaacson & Co
New York
$472K

PBE Hedge Fund Activity: Q4 2020 in Review

81 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2020, worth a combined $59.7M — up 13% from $52.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PBE positions and 4 closed out — a net gain of 10 holders — while 13 added to existing stakes and 27 trimmed.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $633K. The largest seller was Citadel Advisors, cutting an estimated $1.69M.

  • 81 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2020, up from 73 in Q3 2020.
  • Funds reported $59.7M of Invesco Biotechnology & Genome ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 14 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2020 and 4 closed out, a net change of +10 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q4 2020 was Rockefeller Capital Management, an estimated $633K added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.69M sold.

Based on aggregated 13F filings for Q4 2020.