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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

99 hedge funds and large institutions have $92.3M invested in Invesco Biotechnology & Genome ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
99
Holders Change
-3
Holders Change %
-2.94%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
28
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$20.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.6M
3
PIM
3
Penobscot Investment Management
Massachusetts
$1.29M
4
OCM
4
One Capital Management
California
$1.65M
5
IWM
5
IHT Wealth Management
Illinois
$685K

Top Sellers

1
EH
1
Equitable Holdings
New York
$227K
2
UBS Group
2
UBS Group
Switzerland
$4.92M
3
Bank of America
3
Bank of America
North Carolina
$4.76M
4
CW
4
CreativeOne Wealth
Kansas
$2.26M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$20.3M +$16.8M +258,976 +479%
Morgan Stanley
2
Morgan Stanley
New York
$14.6M +$669K +10,324 +5%
LPL Financial
3
LPL Financial
California
$6.53M +$239K +3,693 +4%
UBS Group
4
UBS Group
Switzerland
$4.92M -$721K -11,117 -13%
Wells Fargo
5
Wells Fargo
California
$4.78M -$45.5K -702 -0.9%
Bank of America
6
Bank of America
North Carolina
$4.76M -$425K -6,556 -8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.83M +$111K +1,718 +3%
CW
8
CreativeOne Wealth
Kansas
$2.26M -$356K -5,499 -14%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.81M +$36.4K +561 +2%
OCM
10
One Capital Management
California
$1.65M +$398K +6,137 +32%
YIA
11
YHB Investment Advisors
Connecticut
$1.59M – – –
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.58M +$58.9K +909 +4%
IFWM
13
Institute for Wealth Management
Colorado
$1.35M -$10.2K -157 -0.7%
PIM
14
Penobscot Investment Management
Massachusetts
$1.29M +$519K +8,000 +67%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.28M +$54.8K +845 +4%
MWM
16
Massachusetts Wealth Management
Massachusetts
$1.1M +$146K +2,245 +15%
US Bancorp
17
US Bancorp
Minnesota
$1.09M – – –
NW
18
NewEdge Wealth
Pennsylvania
$1.02M – – –
AFM
19
Abbot Financial Management
Massachusetts
$940K – – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$895K -$3.7K -57 -0.4%
Stifel Financial
21
Stifel Financial
Missouri
$861K -$32.9K -508 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$773K -$245K -3,788 -24%
NDSI
23
Newman Dignan & Sheerar Inc
Rhode Island
$708K -$23.3K -360 -3%
IWM
24
IHT Wealth Management
Illinois
$685K +$364K +5,614 +113%
DWM
25
Dakota Wealth Management
Florida
$679K – – –
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