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Invesco Biotechnology & Genome ETF

89 hedge funds and large institutions have $63M invested in Invesco Biotechnology & Genome ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $56.5M → $63M (+$6.5M)

3.69% more ownership

Funds ownership: 24.87%28.57% (+3.7%)

0% more funds holding

Funds holding: 8989 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

67% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 27

Holders
89
Holders Change
Holders Change %
0%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
9
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.7M -$340K -5,905 -3%
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$9.23M +$8.95M +155,322 +3,417%
UBS Group
3
UBS Group
Switzerland
$5.25M +$3.69M +64,015 +238%
Wells Fargo
4
Wells Fargo
California
$4.58M -$291K -5,045 -6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.96M -$297K -5,150 -7%
AWA
6
Artemis Wealth Advisors
New York
$3.86M
Bank of America
7
Bank of America
North Carolina
$2.75M +$257K +4,469 +10%
LPL Financial
8
LPL Financial
California
$1.69M -$198K -3,435 -11%
YIA
9
YHB Investment Advisors
Connecticut
$1.31M -$33.9K -589 -3%
IFWM
10
Institute for Wealth Management
Colorado
$1.24M
CAN
11
Cetera Advisor Networks
California
$1.18M -$358K -6,209 -23%
Stifel Financial
12
Stifel Financial
Missouri
$1.17M +$11.7K +203 +1%
US Bancorp
13
US Bancorp
Minnesota
$980K
AFM
14
Abbot Financial Management
Massachusetts
$970K -$28.8K -500 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$884K +$15.2K +264 +2%
NDSI
16
Newman Dignan & Sheerar Inc
Rhode Island
$762K
LWM
17
Loveless Wealth Management
Montana
$720K -$14.4K -250 -2%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$716K
Citadel Advisors
19
Citadel Advisors
Florida
$626K +$378K +6,564 +153%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$577K
FHA
21
Flagship Harbor Advisors
Massachusetts
$560K -$50.4K -875 -8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$557K -$9.96K -173 -2%
HBT
23
Hills Bank & Trust
Iowa
$513K -$24.9K -433 -5%
PSF
24
Pacific Sun Financial
California
$503K -$8.64K -150 -2%
KAS
25
Kestra Advisory Services
Texas
$399K +$86.3K +1,498 +28%

PBE Hedge Fund Activity: Q2 2022 in Review

89 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q2 2022, worth a combined $63M — up 12% from $56.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PBE positions and 6 closed out — a net gain of 1 holder — while 9 added to existing stakes and 27 trimmed.

The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $8.95M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $707K sold.

  • 89 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $63M of Invesco Biotechnology & Genome ETF stock for Q2 2022, up 12% quarter-over-quarter.
  • 7 funds opened new Invesco Biotechnology & Genome ETF positions in Q2 2022 and 6 closed out, a net change of +1 holder.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q2 2022 was Gerber Kawasaki Wealth & Investment Management, an estimated $8.95M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q2 2022 was Susquehanna International Group, an estimated $707K sold.

Based on aggregated 13F filings for Q2 2022.