PBE icon

Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

88 hedge funds and large institutions have $64.3M invested in Invesco Biotechnology & Genome ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$10.5M
2
PFO
Pathstone Family Office
New Jersey
$406K
3
FP
Financial Perspectives
Minnesota
$350K
4
Wells Fargo
Wells Fargo
California
$7.33M
5
Citadel Advisors
Citadel Advisors
Florida
$583K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.07M
2
KAS
Kestra Advisory Services
Texas
$0
3
ACM
Anfield Capital Management
California
$1.86M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.5M
5
COF
Capital One Financial
Virginia
$378K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.5M +$593K +8,039 +6%
Wells Fargo
2
Wells Fargo
California
$7.33M +$240K +3,250 +3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.5M -$129K -1,747 -3%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.43M +$187K +2,529 +6%
Bank of America
5
Bank of America
North Carolina
$3.07M -$728K -9,858 -19%
LPL Financial
6
LPL Financial
California
$2.59M -$19.9K -270 -0.8%
PA
7
PFG Advisors
Arizona
$2.28M +$32.5K +440 +1%
UBS Group
8
UBS Group
Switzerland
$2.09M -$109K -1,471 -5%
ACM
9
Anfield Capital Management
California
$1.86M -$157K -2,121 -8%
IFWM
10
Institute for Wealth Management
Colorado
$1.59M -$13.3K -180 -0.8%
PSUF
11
People's United Financial
Connecticut
$1.59M +$27.3K +370 +2%
YIA
12
YHB Investment Advisors
Connecticut
$1.57M +$45.1K +600 +3%
AFM
13
Abbot Financial Management
Massachusetts
$1.41M -$3.69K -50 -0.3%
US Bancorp
14
US Bancorp
Minnesota
$1.25M – – –
SPIA
15
Steward Partners Investment Advisory
New York
$1.05M +$45.8K +620 +5%
Stifel Financial
16
Stifel Financial
Missouri
$1.01M +$49.5K +671 +5%
NDSI
17
Newman Dignan & Sheerar Inc
Rhode Island
$974K +$33.9K +460 +4%
LWM
18
Loveless Wealth Management
Montana
$957K -$14.8K -200 -2%
FHA
19
Flagship Harbor Advisors
Massachusetts
$890K +$36.9K +500 +4%
HBT
20
Hills Bank & Trust
Iowa
$787K -$97.1K -1,315 -11%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$764K -$55.2K -749 -7%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$738K – – –
Citadel Advisors
23
Citadel Advisors
Florida
$583K +$234K +3,166 +67%
IHL
24
Investment House LLC
California
$536K -$14.8K -200 -3%
RJA
25
Raymond James & Associates
Florida
$525K -$19.9K -270 -4%
1
2 3 4