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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

94 hedge funds and large institutions have $70.3M invested in Invesco Biotechnology & Genome ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.19M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.9M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$598K
4
Stifel Financial
4
Stifel Financial
Missouri
$1.59M
5
LPL Financial
5
LPL Financial
California
$2.97M

Top Sellers

1
FP
1
Financial Perspectives
Minnesota
$27.1K
2
AWM
2
Avitas Wealth Management
California
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$304K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.3M
5
GT
5
Glenmede Trust
Pennsylvania
$409K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.9M 153,374 +11,446 +8%
Wells Fargo
2
Wells Fargo
California
$7.92M 102,445 +3,105 +3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.75M 61,447 +426 +0.7%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.3M 42,647 -3,725 -8%
Bank of America
5
Bank of America
North Carolina
$3.28M 42,423 +902 +2%
LPL Financial
6
LPL Financial
California
$2.97M 38,383 +3,360 +10%
PA
7
PFG Advisors
Arizona
$2.46M 31,827 +920 +3%
UBS Group
8
UBS Group
Switzerland
$2.31M 29,805 +1,568 +6%
ACM
9
Anfield Capital Management
California
$2M 25,850 +630 +2%
PSUF
10
People's United Financial
Connecticut
$1.67M 21,550 – –
IFWM
11
Institute for Wealth Management
Colorado
$1.66M 21,522 -40 -0.2%
YIA
12
YHB Investment Advisors
Connecticut
$1.61M 20,845 – –
Stifel Financial
13
Stifel Financial
Missouri
$1.59M 20,534 +6,794 +49%
AFM
14
Abbot Financial Management
Massachusetts
$1.48M 19,100 -50 -0.3%
US Bancorp
15
US Bancorp
Minnesota
$1.31M 16,965 – –
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.19M 15,331 +15,331 New
SPIA
17
Steward Partners Investment Advisory
New York
$1.04M 13,407 -871 -6%
NDSI
18
Newman Dignan & Sheerar Inc
Rhode Island
$1.02M 13,201 – –
LWM
19
Loveless Wealth Management
Montana
$1M 12,950 -15 -0.1%
FHA
20
Flagship Harbor Advisors
Massachusetts
$918K 11,866 -185 -2%
HBT
21
Hills Bank & Trust
Iowa
$809K 10,460 -200 -2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$773K 10,000 – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$768K 9,931 -431 -4%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$631K 8,154 +1,460 +22%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$598K 7,727 +7,727 New
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