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Invesco Biotechnology & Genome ETF

101 hedge funds and large institutions have $77.1M invested in Invesco Biotechnology & Genome ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $73M → $77.1M (+$4.08M)

4% more funds holding

Funds holding: 97101 (+4)

2.89% more ownership

Funds ownership: 24.94%27.83% (+2.9%)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
18
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13M +$2.23M +30,736 +20%
AWA
2
Artemis Wealth Advisors
New York
$7.76M +$3.95M +54,500 +100%
Wells Fargo
3
Wells Fargo
California
$7.4M +$171K +2,363 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.82M +$786K +10,855 +19%
Bank of America
5
Bank of America
North Carolina
$3.29M +$260K +3,588 +8%
LPL Financial
6
LPL Financial
California
$2.93M +$49K +677 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.39M -$654K -9,034 -21%
UBS Group
8
UBS Group
Switzerland
$2.08M -$50.2K -693 -2%
ACM
9
Anfield Capital Management
California
$1.91M +$22.8K +315 +1%
PA
10
PFG Advisors
Arizona
$1.63M -$639K -8,828 -28%
CAN
11
Cetera Advisor Networks
California
$1.54M +$1.56M +21,585 New
PSUF
12
People's United Financial
Connecticut
$1.53M
IFWM
13
Institute for Wealth Management
Colorado
$1.53M
YIA
14
YHB Investment Advisors
Connecticut
$1.53M +$39.1K +540 +3%
Stifel Financial
15
Stifel Financial
Missouri
$1.41M -$684K -9,451 -32%
AFM
16
Abbot Financial Management
Massachusetts
$1.26M -$97.7K -1,350 -7%
US Bancorp
17
US Bancorp
Minnesota
$1.21M
SPIA
18
Steward Partners Investment Advisory
New York
$1.02M +$34.4K +475 +3%
NDSI
19
Newman Dignan & Sheerar Inc
Rhode Island
$954K +$14.5K +200 +2%
LWM
20
Loveless Wealth Management
Montana
$922K
FHA
21
Flagship Harbor Advisors
Massachusetts
$867K +$22.8K +315 +3%
HBT
22
Hills Bank & Trust
Iowa
$738K
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$712K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$695K +$707K +9,761 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$647K -$30.5K -421 -4%

PBE Hedge Fund Activity: Q4 2021 in Review

101 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2021, worth a combined $77.1M — up 5.6% from $73M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PBE positions and 8 closed out — a net gain of 6 holders — while 18 added to existing stakes and 22 trimmed.

The largest buyer was Artemis Wealth Advisors, adding an estimated $3.95M. The largest seller was Stifel Financial, cutting an estimated $684K.

  • 101 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2021, up from 97 in Q3 2021.
  • Funds reported $77.1M of Invesco Biotechnology & Genome ETF stock for Q4 2021, up 5.6% quarter-over-quarter.
  • 14 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2021 and 8 closed out, a net change of +6 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q4 2021 was Artemis Wealth Advisors, an estimated $3.95M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q4 2021 was Stifel Financial, an estimated $684K sold.

Based on aggregated 13F filings for Q4 2021.