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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

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.

Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.56%
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
–

Top Buyers

1
AWA
1
Artemis Wealth Advisors
New York
$7.76M
2
Morgan Stanley
2
Morgan Stanley
New York
$13M
3
CAN
3
Cetera Advisor Networks
California
$1.54M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.82M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$695K

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$1.41M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.39M
3
PA
3
PFG Advisors
Arizona
$1.63M
4
Goldman Sachs
4
Goldman Sachs
New York
$453K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13M 182,577 +30,736 +20%
AWA
2
Artemis Wealth Advisors
New York
$7.76M 109,000 +54,500 +100%
Wells Fargo
3
Wells Fargo
California
$7.4M 103,878 +2,363 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.82M 67,711 +10,855 +19%
Bank of America
5
Bank of America
North Carolina
$3.29M 46,255 +3,588 +8%
LPL Financial
6
LPL Financial
California
$2.93M 41,196 +677 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.39M 33,566 -9,034 -21%
UBS Group
8
UBS Group
Switzerland
$2.08M 29,179 -693 -2%
ACM
9
Anfield Capital Management
California
$1.91M 26,795 +315 +1%
PA
10
PFG Advisors
Arizona
$1.63M 22,919 -8,828 -28%
CAN
11
Cetera Advisor Networks
California
$1.54M 21,585 +21,585 New
PSUF
12
People's United Financial
Connecticut
$1.54M 21,550 – –
IFWM
13
Institute for Wealth Management
Colorado
$1.53M 21,522 – –
YIA
14
YHB Investment Advisors
Connecticut
$1.53M 21,525 +540 +3%
Stifel Financial
15
Stifel Financial
Missouri
$1.41M 19,727 -9,451 -32%
AFM
16
Abbot Financial Management
Massachusetts
$1.26M 17,750 -1,350 -7%
US Bancorp
17
US Bancorp
Minnesota
$1.21M 16,965 – –
SPIA
18
Steward Partners Investment Advisory
New York
$1.02M 14,285 +475 +3%
NDSI
19
Newman Dignan & Sheerar Inc
Rhode Island
$954K 13,401 +200 +2%
LWM
20
Loveless Wealth Management
Montana
$922K 12,950 – –
FHA
21
Flagship Harbor Advisors
Massachusetts
$867K 12,181 +315 +3%
HBT
22
Hills Bank & Trust
Iowa
$738K 10,360 – –
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$712K 10,000 – –
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$695K 9,761 +9,761 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$647K 9,097 -421 -4%
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