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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

97 hedge funds and large institutions have $73.9M invested in Invesco Biotechnology & Genome ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$15.8M
2
PIM
2
Penobscot Investment Management
Massachusetts
$562K
3
Citadel Advisors
3
Citadel Advisors
Florida
$510K
4
UBS Group
4
UBS Group
Switzerland
$5.38M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$315K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.8M
2
M&T Bank
2
M&T Bank
New York
$583K
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SIA
4
SkyView Investment Advisors
New Jersey
$0
5
PWM
5
PRW Wealth Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$15.8M 276,449 +49,068 +22%
Morgan Stanley
2
Morgan Stanley
New York
$11.8M 206,890 -53,275 -20%
UBS Group
3
UBS Group
Switzerland
$5.38M 94,250 +8,266 +10%
Wells Fargo
4
Wells Fargo
California
$4.43M 77,736 -749 -1%
Bank of America
5
Bank of America
North Carolina
$3.79M 66,428 -2,074 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.32M 58,231 +2,164 +4%
LPL Financial
7
LPL Financial
California
$2.86M 50,091 -2,936 -6%
CW
8
CreativeOne Wealth
Kansas
$1.45M 25,481 -3,048 -11%
YIA
9
YHB Investment Advisors
Connecticut
$1.29M 22,555 -500 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.24M 21,681 +4,758 +28%
IFWM
11
Institute for Wealth Management
Colorado
$1.18M 20,775 -115 -0.6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$984K 17,247 -125 -0.7%
CAN
13
Cetera Advisor Networks
California
$971K 17,021 -867 -5%
US Bancorp
14
US Bancorp
Minnesota
$941K 16,500 – –
Stifel Financial
15
Stifel Financial
Missouri
$904K 15,852 -2,283 -13%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$874K 15,330 +651 +4%
AFM
17
Abbot Financial Management
Massachusetts
$873K 15,300 -200 -1%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$863K 15,131 -392 -3%
DWM
19
Dakota Wealth Management
Florida
$700K 12,280 +250 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$695K 12,188 -33 -0.3%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$667K 11,691 +758 +7%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$649K 11,383 -1,050 -8%
NDSI
23
Newman Dignan & Sheerar Inc
Rhode Island
$638K 11,186 -1,625 -13%
M&T Bank
24
M&T Bank
New York
$583K 10,225 -9,850 -49%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$570K 10,000 – –
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