Invesco Biotechnology & Genome ETF
PBE
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, 31 increasing their positions, 22 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
41% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 22
7% more funds holding
Funds holding: 95 → 102 (+7)
3.28% less ownership
Funds ownership: 35.2% → 31.93% (-3.3%)
15% less capital invested
Capital invested by funds: $92M → $78.5M (-$13.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
+$2.34M |
| 2 |
Morgan Stanley
New York
|
+$1.1M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$929K |
| 4 |
LPL Financial
San Diego,
California
|
+$911K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$818K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
-$16.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.36M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.53M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$576K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$408K |
PBE Hedge Fund Activity: Q1 2024 in Review
102 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q1 2024, worth a combined $78.5M — down 15% from $92M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PBE positions and 4 closed out — a net gain of 8 holders — while 31 added to existing stakes and 22 trimmed.
The largest buyer was Equitable Holdings, opening a new position worth an estimated $2.34M. The largest seller was Gerber Kawasaki Wealth & Investment Management, cutting an estimated $16.1M.
- 102 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q1 2024, up from 95 in Q4 2023.
- Funds reported $78.5M of Invesco Biotechnology & Genome ETF stock for Q1 2024, down 15% quarter-over-quarter.
- 12 funds opened new Invesco Biotechnology & Genome ETF positions in Q1 2024 and 4 closed out, a net change of +8 holders.
- The largest Invesco Biotechnology & Genome ETF buyer in Q1 2024 was Equitable Holdings, an estimated $2.34M added.
- The largest Invesco Biotechnology & Genome ETF seller in Q1 2024 was Gerber Kawasaki Wealth & Investment Management, an estimated $16.1M sold.
Based on aggregated 13F filings for Q1 2024.