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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

86 hedge funds and large institutions have $64.6M invested in Invesco Biotechnology & Genome ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 11 closing their positions.

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
17
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
CreativeOne Wealth
Kansas
$1.48M
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$10.8M
3
LPL Financial
3
LPL Financial
California
$2.51M
4
DWM
4
Dakota Wealth Management
Florida
$759K
5
Bank of America
5
Bank of America
North Carolina
$3.56M

Top Sellers

1
AWA
1
Artemis Wealth Advisors
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.49M
4
UBS Group
4
UBS Group
Switzerland
$5.05M
5
SWP
5
Stratos Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.9M 184,172 -1,459 -0.8%
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$10.8M 183,926 +24,058 +15%
UBS Group
3
UBS Group
Switzerland
$5.05M 85,705 -5,191 -6%
Wells Fargo
4
Wells Fargo
California
$4.68M 79,377 +16 +0%
Bank of America
5
Bank of America
North Carolina
$3.56M 60,300 +12,668 +27%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.49M 59,236 -9,267 -14%
LPL Financial
7
LPL Financial
California
$2.51M 42,617 +13,399 +46%
CW
8
CreativeOne Wealth
Kansas
$1.48M 25,184 +25,184 New
YIA
9
YHB Investment Advisors
Connecticut
$1.34M 22,800 +80 +0.4%
IFWM
10
Institute for Wealth Management
Colorado
$1.26M 21,306 -200 -0.9%
M&T Bank
11
M&T Bank
New York
$1.18M 20,075 – –
Stifel Financial
12
Stifel Financial
Missouri
$1.18M 20,014 -179 -0.9%
CAN
13
Cetera Advisor Networks
California
$1.14M 19,358 -1,037 -5%
US Bancorp
14
US Bancorp
Minnesota
$973K 16,500 -465 -3%
AFM
15
Abbot Financial Management
Massachusetts
$968K 16,425 -375 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$919K 15,589 +323 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$854K 14,489 +10,039 +226%
DWM
18
Dakota Wealth Management
Florida
$759K 12,880 +12,880 New
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$731K 12,402 – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$684K 11,617 +1,955 +20%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$623K 10,573 +10,573 New
PFO
22
Pathstone Family Office
New Jersey
$590K 10,000 +5,000 +100%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$589K 10,000 – –
HBT
24
Hills Bank & Trust
Iowa
$514K 8,712 -178 -2%
FHA
25
Flagship Harbor Advisors
Massachusetts
$509K 8,641 -1,050 -11%
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