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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

102 hedge funds and large institutions have $78.5M invested in Invesco Biotechnology & Genome ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
Equitable Holdings
New York
$2.33M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.77M
3
LPL Financial
LPL Financial
California
$6.28M
4
CW
CreativeOne Wealth
Kansas
$2.61M
5
UBS Group
UBS Group
Switzerland
$5.63M

Top Sellers

1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$3.5M
2
Morgan Stanley
Morgan Stanley
New York
$13.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.71M
4
Wells Fargo
Wells Fargo
California
$4.82M
5
M&T Bank
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.9M -$11.7M -180,633 -46%
LPL Financial
2
LPL Financial
California
$6.28M +$906K +14,003 +17%
UBS Group
3
UBS Group
Switzerland
$5.63M +$654K +10,104 +13%
Bank of America
4
Bank of America
North Carolina
$5.18M +$576K +8,904 +13%
Wells Fargo
5
Wells Fargo
California
$4.82M -$1.52M -23,491 -24%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.71M -$2.34M -36,200 -39%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$3.5M -$16M -247,197 -82%
CW
8
CreativeOne Wealth
Kansas
$2.61M +$813K +12,564 +45%
EH
9
Equitable Holdings
New York
$2.33M +$2.33M +36,015 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.77M +$924K +14,271 +109%
YIA
11
YHB Investment Advisors
Connecticut
$1.59M +$120K +1,851 +8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.52M +$394K +6,084 +35%
IFWM
13
Institute for Wealth Management
Colorado
$1.36M +$10.7K +166 +0.8%
OCM
14
One Capital Management
California
$1.25M -$34.6K -534 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.23M +$137K +2,118 +13%
US Bancorp
16
US Bancorp
Minnesota
$1.09M +$19.4K +300 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.02M +$18.1K +279 +2%
NW
18
NewEdge Wealth
Pennsylvania
$998K +$40.5K +637 +4%
MWM
19
Massachusetts Wealth Management
Massachusetts
$951K +$162K +2,509 +21%
AFM
20
Abbot Financial Management
Massachusetts
$938K -$32.4K -500 -3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$897K +$16.6K +256 +2%
Stifel Financial
22
Stifel Financial
Missouri
$893K +$259 +4 +0%
PIM
23
Penobscot Investment Management
Massachusetts
$770K +$48.5K +750 +7%
NDSI
24
Newman Dignan & Sheerar Inc
Rhode Island
$730K -$90.9K -1,404 -11%
DWM
25
Dakota Wealth Management
Florida
$678K – – –
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