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Invesco Biotechnology & Genome ETF

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

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

9% more funds holding

Funds holding: 8188 (+7)

8% more capital invested

Capital invested by funds: $59.7M → $64.3M (+$4.59M)

0.5% more ownership

Funds ownership: 23.04%23.54% (+0.5%)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.5M +$608K +8,039 +6%
Wells Fargo
2
Wells Fargo
California
$7.33M +$246K +3,250 +3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.5M -$132K -1,747 -3%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.42M +$191K +2,529 +6%
Bank of America
5
Bank of America
North Carolina
$3.06M -$746K -9,858 -19%
LPL Financial
6
LPL Financial
California
$2.58M -$20.4K -270 -0.8%
PA
7
PFG Advisors
Arizona
$2.28M +$33.3K +440 +1%
UBS Group
8
UBS Group
Switzerland
$2.08M -$111K -1,471 -5%
ACM
9
Anfield Capital Management
California
$1.86M -$160K -2,121 -8%
IFWM
10
Institute for Wealth Management
Colorado
$1.59M -$13.6K -180 -0.8%
PSUF
11
People's United Financial
Connecticut
$1.59M +$28K +370 +2%
YIA
12
YHB Investment Advisors
Connecticut
$1.57M +$45.4K +600 +3%
AFM
13
Abbot Financial Management
Massachusetts
$1.41M -$3.78K -50 -0.3%
US Bancorp
14
US Bancorp
Minnesota
$1.25M
SPIA
15
Steward Partners Investment Advisory
New York
$1.05M +$46.9K +620 +5%
Stifel Financial
16
Stifel Financial
Missouri
$1.01M +$50.7K +671 +5%
NDSI
17
Newman Dignan & Sheerar Inc
Rhode Island
$974K +$34.8K +460 +4%
LWM
18
Loveless Wealth Management
Montana
$957K -$15.1K -200 -2%
FHA
19
Flagship Harbor Advisors
Massachusetts
$890K +$37.8K +500 +4%
HBT
20
Hills Bank & Trust
Iowa
$787K -$99.5K -1,315 -11%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$764K -$56.6K -749 -7%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$738K
Citadel Advisors
23
Citadel Advisors
Florida
$583K +$239K +3,166 +67%
IHL
24
Investment House LLC
California
$536K -$15.1K -200 -3%
RJA
25
Raymond James & Associates
Florida
$525K -$20.4K -270 -4%

PBE Hedge Fund Activity: Q1 2021 in Review

88 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q1 2021, worth a combined $64.3M — up 7.7% from $59.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PBE positions and 3 closed out — a net gain of 7 holders — while 19 added to existing stakes and 23 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $1.93M. The largest seller was Bank of America, cutting an estimated $746K.

  • 88 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q1 2021, up from 81 in Q4 2020.
  • Funds reported $64.3M of Invesco Biotechnology & Genome ETF stock for Q1 2021, up 7.7% quarter-over-quarter.
  • 10 funds opened new Invesco Biotechnology & Genome ETF positions in Q1 2021 and 3 closed out, a net change of +7 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q1 2021 was Financial Perspectives, an estimated $1.93M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q1 2021 was Bank of America, an estimated $746K sold.

Based on aggregated 13F filings for Q1 2021.