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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

97 hedge funds and large institutions have $73M invested in Invesco Biotechnology & Genome ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 3 closing their positions.

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Artemis Wealth Advisors
New York
$4.08M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.01M
3
Stifel Financial
3
Stifel Financial
Missouri
$2.18M
4
CC
4
Cypress Capital
Tennessee
$282K
5
LPL Financial
5
LPL Financial
California
$3.03M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.26M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$0
4
Citigroup
4
Citigroup
New York
$231K
5
Morgan Stanley
5
Morgan Stanley
New York
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.4M 151,841 -1,533 -1%
Wells Fargo
2
Wells Fargo
California
$7.6M 101,515 -930 -0.9%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.26M 56,856 -4,591 -7%
AWA
4
Artemis Wealth Advisors
New York
$4.08M 54,500 +54,500 New
Bank of America
5
Bank of America
North Carolina
$3.19M 42,667 +244 +0.6%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.19M 42,600 -47 -0.1%
LPL Financial
7
LPL Financial
California
$3.03M 40,519 +2,136 +6%
PA
8
PFG Advisors
Arizona
$2.38M 31,747 -80 -0.3%
UBS Group
9
UBS Group
Switzerland
$2.24M 29,872 +67 +0.2%
Stifel Financial
10
Stifel Financial
Missouri
$2.18M 29,178 +8,644 +42%
ACM
11
Anfield Capital Management
California
$1.98M 26,480 +630 +2%
PSUF
12
People's United Financial
Connecticut
$1.61M 21,550 – –
IFWM
13
Institute for Wealth Management
Colorado
$1.61M 21,522 – –
YIA
14
YHB Investment Advisors
Connecticut
$1.57M 20,985 +140 +0.7%
AFM
15
Abbot Financial Management
Massachusetts
$1.43M 19,100 – –
US Bancorp
16
US Bancorp
Minnesota
$1.27M 16,965 – –
SPIA
17
Steward Partners Investment Advisory
New York
$1.03M 13,810 +403 +3%
Goldman Sachs
18
Goldman Sachs
New York
$1.01M 13,424 +13,424 New
NDSI
19
Newman Dignan & Sheerar Inc
Rhode Island
$988K 13,201 – –
LWM
20
Loveless Wealth Management
Montana
$969K 12,950 – –
FHA
21
Flagship Harbor Advisors
Massachusetts
$918K 11,866 – –
HBT
22
Hills Bank & Trust
Iowa
$775K 10,360 -100 -1%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$748K 10,000 – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$712K 9,518 -413 -4%
PSF
25
Pacific Sun Financial
California
$679K 9,075 +9,075 New
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