Invesco Biotechnology & Genome ETF
PBE
95 hedge funds and large institutions have $92M invested in Invesco Biotechnology & Genome ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 8 closing their positions.
167% more capital inflows, than outflows
Capital inflows: $11.4M | Capital outflows: $4.26M
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
2.24% more ownership
Funds ownership: 32.96% → 35.2% (+2.2%)
8% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 25
2% less funds holding
Funds holding: 97 → 95 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.05M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.92M |
| 3 |
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$1.44M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.17M |
| 5 |
One Capital Management
Westlake Village,
California
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.01M |
| 2 |
Morgan Stanley
New York
|
-$545K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$510K |
| 4 |
Cetera Advisor Networks
El Segundo,
California
|
-$463K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$363K |
PBE Hedge Fund Activity: Q4 2023 in Review
95 of the 6,878 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2023, worth a combined $92M — up 25% from $73.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PBE positions and 8 closed out — a net gain of 1 holder — while 27 added to existing stakes and 25 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.05M. The largest seller was UBS Group, cutting an estimated $1.01M.
- 95 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2023, down from 97 in Q3 2023.
- Funds reported $92M of Invesco Biotechnology & Genome ETF stock for Q4 2023, up 25% quarter-over-quarter.
- 9 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2023 and 8 closed out, a net change of +1 holder.
- The largest Invesco Biotechnology & Genome ETF buyer in Q4 2023 was Royal Bank of Canada, an estimated $2.05M added.
- The largest Invesco Biotechnology & Genome ETF seller in Q4 2023 was UBS Group, an estimated $1.01M sold.
Based on aggregated 13F filings for Q4 2023.