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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

95 hedge funds and large institutions have $105M invested in Invesco Biotechnology & Genome ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.16M
3
LPL Financial
3
LPL Financial
California
$5.47M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$19.8M
5
Wells Fargo
5
Wells Fargo
California
$6.45M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$5.07M
2
CAN
2
Cetera Advisor Networks
California
$597K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.02M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26M 395,028 +188,138 +91%
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$19.8M 301,293 +24,844 +9%
Wells Fargo
3
Wells Fargo
California
$6.45M 97,896 +20,160 +26%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.16M 93,574 +35,343 +61%
LPL Financial
5
LPL Financial
California
$5.47M 83,063 +32,972 +66%
UBS Group
6
UBS Group
Switzerland
$5.07M 76,957 -17,293 -18%
Bank of America
7
Bank of America
North Carolina
$4.68M 71,148 +4,720 +7%
CW
8
CreativeOne Wealth
Kansas
$1.83M 27,787 +2,306 +9%
YIA
9
YHB Investment Advisors
Connecticut
$1.5M 22,755 +200 +0.9%
IFWM
10
Institute for Wealth Management
Colorado
$1.37M 20,775 – –
OCM
11
One Capital Management
California
$1.3M 19,799 +19,799 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.15M 17,454 +2,124 +14%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.11M 16,849 -398 -2%
US Bancorp
14
US Bancorp
Minnesota
$1.09M 16,500 – –
Osaic Holdings
15
Osaic Holdings
Arizona
$1.02M 15,444 -6,237 -29%
NW
16
NewEdge Wealth
Pennsylvania
$992K 15,064 +15,064 New
AFM
17
Abbot Financial Management
Massachusetts
$988K 15,000 -300 -2%
Stifel Financial
18
Stifel Financial
Missouri
$908K 13,793 -2,059 -13%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$896K 13,606 +1,418 +12%
RJA
20
Raymond James & Associates
Florida
$872K 13,247 +7,268 +122%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$860K 13,061 +1,370 +12%
NDSI
22
Newman Dignan & Sheerar Inc
Rhode Island
$835K 12,686 +1,500 +13%
MWM
23
Massachusetts Wealth Management
Massachusetts
$803K 12,190 +3,200 +36%
PIM
24
Penobscot Investment Management
Massachusetts
$734K 11,150 +1,300 +13%
DWM
25
Dakota Wealth Management
Florida
$689K 10,470 -1,810 -15%
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