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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

96 hedge funds and large institutions have $79.8M invested in Invesco Biotechnology & Genome ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
96
Holders Change
-5
Holders Change %
-4.95%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$13.9M
2
CW
2
CreativeOne Wealth
Kansas
$1.75M
3
Bank of America
3
Bank of America
North Carolina
$4.2M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$258K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$670K

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
LPL Financial
3
LPL Financial
California
$3.25M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$762K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.9M 260,165 -2,882 -1%
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$13.9M 227,381 +26,293 +13%
UBS Group
3
UBS Group
Switzerland
$5.27M 85,984 +527 +0.6%
Wells Fargo
4
Wells Fargo
California
$4.81M 78,485 +2,979 +4%
Bank of America
5
Bank of America
North Carolina
$4.2M 68,502 +6,745 +11%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.44M 56,067 +1,449 +3%
LPL Financial
7
LPL Financial
California
$3.25M 53,027 -5,691 -10%
CW
8
CreativeOne Wealth
Kansas
$1.75M 28,529 +7,599 +36%
YIA
9
YHB Investment Advisors
Connecticut
$1.41M 23,055 +200 +0.9%
IFWM
10
Institute for Wealth Management
Colorado
$1.28M 20,890 – –
M&T Bank
11
M&T Bank
New York
$1.23M 20,075 – –
Stifel Financial
12
Stifel Financial
Missouri
$1.11M 18,135 -243 -1%
CAN
13
Cetera Advisor Networks
California
$1.1M 17,888 -725 -4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.06M 17,372 +943 +6%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.04M 16,923 +715 +4%
US Bancorp
16
US Bancorp
Minnesota
$1.01M 16,500 – –
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$951K 15,523 +340 +2%
AFM
18
Abbot Financial Management
Massachusetts
$950K 15,500 -225 -1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$900K 14,679 +3,733 +34%
NDSI
20
Newman Dignan & Sheerar Inc
Rhode Island
$785K 12,811 -440 -3%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$762K 12,433 -3,914 -24%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$749K 12,221 +507 +4%
DWM
23
Dakota Wealth Management
Florida
$737K 12,030 -600 -5%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$670K 10,933 +3,761 +52%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$613K 10,000 – –
1
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