Invesco Biotechnology & Genome ETF
PBE
86 hedge funds and large institutions have $65.1M invested in Invesco Biotechnology & Genome ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 11 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
3% more capital invested
Capital invested by funds: $63M → $65.1M (+$2.13M)
0.08% less ownership
Funds ownership: 28.57% → 28.48% (-0.08%)
3% less funds holding
Funds holding: 89 → 86 (-3)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.55M |
| 2 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$1.48M |
| 3 |
LPL Financial
San Diego,
California
|
+$826K |
| 4 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
+$794K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$781K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Artemis Wealth Advisors
New York
|
-$3.86M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$626K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$571K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$320K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$222K |
PBE Hedge Fund Activity: Q3 2022 in Review
86 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2022, worth a combined $65.1M — up 3.4% from $63M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PBE and 9 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 16 added.
The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $1.55M. The largest seller was Artemis Wealth Advisors, exiting entirely with an estimated $3.86M sold.
- 86 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2022, down from 89 in Q2 2022.
- Funds reported $65.1M of Invesco Biotechnology & Genome ETF stock for Q3 2022, up 3.4% quarter-over-quarter.
- 9 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2022 and 11 closed out, a net change of -2 holders.
- The largest Invesco Biotechnology & Genome ETF buyer in Q3 2022 was CreativeOne Wealth, an estimated $1.55M added.
- The largest Invesco Biotechnology & Genome ETF seller in Q3 2022 was Artemis Wealth Advisors, an estimated $3.86M sold.
Based on aggregated 13F filings for Q3 2022.