We are live on ! Find out more
PBE icon

Invesco Biotechnology & Genome ETF

103 hedge funds and large institutions have $77.6M invested in Invesco Biotechnology & Genome ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 3

20% more capital invested

Capital invested by funds: $64.6M → $77.6M (+$13M)

20% more funds holding

Funds holding: 86103 (+17)

2.27% more ownership

Funds ownership: 28.61%30.89% (+2.3%)

50% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 28

Holders
103
Holders Change
+17
Holders Change %
+19.77%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
14
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.3M +$1.64M +25,780 +14%
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$12M +$279K +4,398 +2%
UBS Group
3
UBS Group
Switzerland
$5.64M +$195K +3,070 +4%
Wells Fargo
4
Wells Fargo
California
$4.89M -$150K -2,357 -3%
Bank of America
5
Bank of America
North Carolina
$3.79M -$41.2K -649 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.66M -$104K -1,646 -3%
LPL Financial
7
LPL Financial
California
$2.79M +$80K +1,261 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.77M +$1.77M +27,896 New
YIA
9
YHB Investment Advisors
Connecticut
$1.44M -$3.17K -50 -0.2%
IFWM
10
Institute for Wealth Management
Colorado
$1.34M -$9.2K -145 -0.7%
M&T Bank
11
M&T Bank
New York
$1.27M
Stifel Financial
12
Stifel Financial
Missouri
$1.24M -$31.4K -495 -2%
CAN
13
Cetera Advisor Networks
California
$1.24M +$8.88K +140 +0.7%
CW
14
CreativeOne Wealth
Kansas
$1.2M -$396K -6,241 -25%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.08M +$1.08M +16,990 New
US Bancorp
16
US Bancorp
Minnesota
$1.05M
Osaic Holdings
17
Osaic Holdings
Arizona
$1.03M +$45.3K +714 +5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.02M +$98.8K +1,558 +11%
AFM
19
Abbot Financial Management
Massachusetts
$998K -$44.4K -700 -4%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$964K +$176K +2,781 +22%
NDSI
21
Newman Dignan & Sheerar Inc
Rhode Island
$838K
DWM
22
Dakota Wealth Management
Florida
$818K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$784K +$46.5K +733 +6%
PFO
24
Pathstone Family Office
New Jersey
$635K
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$634K

PBE Hedge Fund Activity: Q4 2022 in Review

103 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2022, worth a combined $77.6M — up 20% from $64.6M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PBE positions and 3 closed out — a net gain of 19 holders — while 14 added to existing stakes and 28 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $1.77M. The largest seller was CreativeOne Wealth, cutting an estimated $396K.

  • 103 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2022, up from 86 in Q3 2022.
  • Funds reported $77.6M of Invesco Biotechnology & Genome ETF stock for Q4 2022, up 20% quarter-over-quarter.
  • 22 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2022 and 3 closed out, a net change of +19 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $1.77M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q4 2022 was CreativeOne Wealth, an estimated $396K sold.

Based on aggregated 13F filings for Q4 2022.