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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

101 hedge funds and large institutions have $80.3M invested in Invesco Biotechnology & Genome ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
18
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.5M
2
LPL Financial
2
LPL Financial
California
$3.69M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$12.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$418K
5
SFM
5
Signet Financial Management
New Jersey
$315K

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$0
2
PFO
2
Pathstone Family Office
New Jersey
$314K
3
CIC
3
Carnegie Investment Counsel
Ohio
$0
4
CMS
4
Capital Market Strategies
Florida
$0
5
UBS Group
5
UBS Group
Switzerland
$5.36M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.5M 263,047 +53,095 +25%
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$12.6M 201,088 +12,764 +7%
UBS Group
3
UBS Group
Switzerland
$5.36M 85,457 -3,318 -4%
Wells Fargo
4
Wells Fargo
California
$4.74M 75,506 -1,514 -2%
Bank of America
5
Bank of America
North Carolina
$3.88M 61,757 +2,106 +4%
LPL Financial
6
LPL Financial
California
$3.69M 58,718 +14,840 +34%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.43M 54,618 -2,972 -5%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$2M 31,778 +3,882 +14%
YIA
9
YHB Investment Advisors
Connecticut
$1.43M 22,855 +105 +0.5%
CW
10
CreativeOne Wealth
Kansas
$1.31M 20,930 +1,987 +10%
IFWM
11
Institute for Wealth Management
Colorado
$1.31M 20,890 -271 -1%
M&T Bank
12
M&T Bank
New York
$1.26M 20,075 – –
CAN
13
Cetera Advisor Networks
California
$1.17M 18,613 -885 -5%
Stifel Financial
14
Stifel Financial
Missouri
$1.15M 18,378 -1,141 -6%
US Bancorp
15
US Bancorp
Minnesota
$1.04M 16,500 – –
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.03M 16,429 +382 +2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.03M 16,347 -643 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.02M 16,208 -95 -0.6%
AFM
19
Abbot Financial Management
Massachusetts
$987K 15,725 – –
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$953K 15,183 – –
NDSI
21
Newman Dignan & Sheerar Inc
Rhode Island
$832K 13,251 +50 +0.4%
DWM
22
Dakota Wealth Management
Florida
$793K 12,630 -250 -2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$687K 10,946 +2,518 +30%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$627K 10,000 – –
MWM
25
Massachusetts Wealth Management
Massachusetts
$544K 8,665 -450 -5%
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