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Invesco Biotechnology & Genome ETF
PBE

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.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

3% more funds holding

Funds holding: 94 → 97 (+3)

1.12% more ownership

Funds ownership: 23.81% → 24.94% (+1.1%)

4% more capital invested

Capital invested by funds: $70.3M → $73M (+$2.69M)

48% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 23

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

Rank Fund Capital Flow
1
AWA
Artemis Wealth Advisors
New York
+$4.15M
2
Goldman Sachs
Goldman Sachs
New York
+$1.02M
3
Stifel Financial
Stifel Financial
Missouri
+$659K
4
CC
Cypress Capital
Tennessee
+$287K
5
LPL Financial
LPL Financial
California
+$163K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$350K
3
HSA
HBK Sorce Advisory
Pennsylvania
-$204K
4
Citigroup
Citigroup
New York
-$147K
5
Morgan Stanley
Morgan Stanley
New York
-$117K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.4M -$117K -1,533 -1%
Wells Fargo
2
Wells Fargo
California
$7.6M -$70.9K -930 -0.9%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.25M -$350K -4,591 -7%
AWA
4
Artemis Wealth Advisors
New York
$4.08M +$4.15M +54,500 New
Bank of America
5
Bank of America
North Carolina
$3.19M +$18.6K +244 +0.6%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.19M -$3.58K -47 -0.1%
LPL Financial
7
LPL Financial
California
$3.03M +$163K +2,136 +6%
PA
8
PFG Advisors
Arizona
$2.38M -$6.1K -80 -0.3%
UBS Group
9
UBS Group
Switzerland
$2.24M +$5.11K +67 +0.2%
Stifel Financial
10
Stifel Financial
Missouri
$2.18M +$659K +8,644 +42%
ACM
11
Anfield Capital Management
California
$1.98M +$48K +630 +2%
PSUF
12
People's United Financial
Connecticut
$1.61M – – –
IFWM
13
Institute for Wealth Management
Colorado
$1.61M – – –
YIA
14
YHB Investment Advisors
Connecticut
$1.57M +$10.7K +140 +0.7%
AFM
15
Abbot Financial Management
Massachusetts
$1.43M – – –
US Bancorp
16
US Bancorp
Minnesota
$1.27M – – –
SPIA
17
Steward Partners Investment Advisory
New York
$1.03M +$30.7K +403 +3%
Goldman Sachs
18
Goldman Sachs
New York
$1M +$1.02M +13,424 New
NDSI
19
Newman Dignan & Sheerar Inc
Rhode Island
$988K – – –
LWM
20
Loveless Wealth Management
Montana
$969K – – –
FHA
21
Flagship Harbor Advisors
Massachusetts
$918K – – –
HBT
22
Hills Bank & Trust
Iowa
$775K -$7.62K -100 -1%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$748K – – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$712K -$31.5K -413 -4%
PSF
25
Pacific Sun Financial
California
$679K +$692K +9,075 New
1
2 3 4

PBE Hedge Fund Activity: Q3 2021 in Review

97 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2021, worth a combined $73M — up 3.8% from $70.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PBE positions and 3 closed out — a net gain of 5 holders — while 12 added to existing stakes and 23 trimmed.

The largest buyer was Artemis Wealth Advisors, opening a new position worth an estimated $4.15M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.19M sold.

  • 97 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2021, up from 94 in Q2 2021.
  • Funds reported $73M of Invesco Biotechnology & Genome ETF stock for Q3 2021, up 3.8% quarter-over-quarter.
  • 8 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2021 and 3 closed out, a net change of +5 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q3 2021 was Artemis Wealth Advisors, an estimated $4.15M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q3 2021 was Susquehanna International Group, an estimated $1.19M sold.

Based on aggregated 13F filings for Q3 2021.