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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

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.

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
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.77M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.3M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.08M
4
Goldman Sachs
4
Goldman Sachs
New York
$471K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$349K

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$1.2M
2
WWM
2
Western Wealth Management
Colorado
$0
3
Wells Fargo
3
Wells Fargo
California
$4.89M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$535K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.66M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.3M 209,952 +25,780 +14%
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$12M 188,324 +4,398 +2%
UBS Group
3
UBS Group
Switzerland
$5.64M 88,775 +3,070 +4%
Wells Fargo
4
Wells Fargo
California
$4.89M 77,020 -2,357 -3%
Bank of America
5
Bank of America
North Carolina
$3.79M 59,651 -649 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.66M 57,590 -1,646 -3%
LPL Financial
7
LPL Financial
California
$2.79M 43,878 +1,261 +3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$1.77M 27,896 +27,896 New
YIA
9
YHB Investment Advisors
Connecticut
$1.44M 22,750 -50 -0.2%
IFWM
10
Institute for Wealth Management
Colorado
$1.34M 21,161 -145 -0.7%
M&T Bank
11
M&T Bank
New York
$1.27M 20,075 – –
Stifel Financial
12
Stifel Financial
Missouri
$1.24M 19,519 -495 -2%
CAN
13
Cetera Advisor Networks
California
$1.24M 19,498 +140 +0.7%
CW
14
CreativeOne Wealth
Kansas
$1.2M 18,943 -6,241 -25%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.08M 16,990 +16,990 New
US Bancorp
16
US Bancorp
Minnesota
$1.05M 16,500 – –
Osaic Holdings
17
Osaic Holdings
Arizona
$1.03M 16,303 +714 +5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.02M 16,047 +1,558 +11%
AFM
19
Abbot Financial Management
Massachusetts
$998K 15,725 -700 -4%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$964K 15,183 +2,781 +22%
NDSI
21
Newman Dignan & Sheerar Inc
Rhode Island
$838K 13,201 – –
DWM
22
Dakota Wealth Management
Florida
$818K 12,880 – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$784K 12,350 +733 +6%
PFO
24
Pathstone Family Office
New Jersey
$635K 10,000 – –
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$634K 10,000 – –
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