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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

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
Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.44%
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
–

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$701K
2
Wells Fargo
Wells Fargo
California
$6.74M
3
Osaic Holdings
Osaic Holdings
Arizona
$3.07M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$211K
5
UCFA
United Capital Financial Advisors
Texas
$208K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$332K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.4M
3
Morgan Stanley
Morgan Stanley
New York
$9.39M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
COF
Capital One Financial
Virginia
$463K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.39M -$731K -10,422 -7%
Wells Fargo
2
Wells Fargo
California
$6.74M +$242K +3,457 +4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.4M -$777K -11,082 -15%
Bank of America
4
Bank of America
North Carolina
$3.6M -$15.8K -225 -0.4%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.07M +$231K +3,292 +8%
LPL Financial
6
LPL Financial
California
$2.48M +$120K +1,712 +5%
PA
7
PFG Advisors
Arizona
$2.14M +$7.01K +100 +0.3%
UBS Group
8
UBS Group
Switzerland
$2.08M -$64.3K -916 -3%
ACM
9
Anfield Capital Management
California
$1.92M -$227K -3,232 -11%
IFWM
10
Institute for Wealth Management
Colorado
$1.53M – – –
PSUF
11
People's United Financial
Connecticut
$1.49M – – –
YIA
12
YHB Investment Advisors
Connecticut
$1.42M -$17.5K -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 -$9.47K -135 -1%
LWM
16
Loveless Wealth Management
Montana
$923K -$16.1K -230 -2%
Stifel Financial
17
Stifel Financial
Missouri
$917K +$24.6K +351 +3%
HBT
18
Hills Bank & Trust
Iowa
$840K -$52K -741 -6%
FHA
19
Flagship Harbor Advisors
Massachusetts
$810K -$5.26K -75 -0.6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$779K -$13K -186 -2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$701K +$701K +10,000 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$555K -$7.02K -100 -1%
IHL
23
Investment House LLC
California
$523K -$98.5K -1,405 -16%
RJA
24
Raymond James & Associates
Florida
$517K -$448K -6,393 -46%
JIC
25
Joel Isaacson & Co
New York
$472K – – –
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