Invesco Biotechnology & Genome ETF
PBE
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.
25% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 20
0.58% more ownership
Funds ownership: 32.13% → 32.72% (+0.58%)
1% less capital invested
Capital invested by funds: $80.3M → $79.8M (-$510K)
5% less funds holding
Funds holding: 101 → 96 (-5)
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$1.64M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$474K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$421K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$263K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$235K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$418K |
| 3 |
LPL Financial
San Diego,
California
|
-$355K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$244K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$240K |
PBE Hedge Fund Activity: Q2 2023 in Review
96 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q2 2023, worth a combined $79.8M — down 0.64% from $80.3M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of PBE and 9 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 25 added.
The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $1.64M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $2M sold.
- 96 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q2 2023, down from 101 in Q1 2023.
- Funds reported $79.8M of Invesco Biotechnology & Genome ETF stock for Q2 2023, down 0.64% quarter-over-quarter.
- 9 funds opened new Invesco Biotechnology & Genome ETF positions in Q2 2023 and 13 closed out, a net change of -4 holders.
- The largest Invesco Biotechnology & Genome ETF buyer in Q2 2023 was Gerber Kawasaki Wealth & Investment Management, an estimated $1.64M added.
- The largest Invesco Biotechnology & Genome ETF seller in Q2 2023 was JP Morgan Chase, an estimated $2M sold.
Based on aggregated 13F filings for Q2 2023.