PBE icon

Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

102 hedge funds and large institutions have $92.4M invested in Invesco Biotechnology & Genome ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.21M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.55M
3
GM
3
GeoWealth Management
Illinois
$877K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$433K
5
Goldman Sachs
5
Goldman Sachs
New York
$408K

Top Sellers

1
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$15.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.6M
3
LPL Financial
3
LPL Financial
California
$6.33M
4
CW
4
CreativeOne Wealth
Kansas
$1.92M
5
Bank of America
5
Bank of America
North Carolina
$4.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$15.2M -$6.7M -96,031 -31%
Morgan Stanley
2
Morgan Stanley
New York
$13.6M -$2.08M -29,831 -13%
LPL Financial
3
LPL Financial
California
$6.33M -$709K -10,157 -10%
UBS Group
4
UBS Group
Switzerland
$5.55M +$246K +3,518 +5%
Wells Fargo
5
Wells Fargo
California
$5.28M +$132K +1,884 +3%
Bank of America
6
Bank of America
North Carolina
$4.67M -$464K -6,639 -9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.99M -$133K -1,903 -3%
CW
8
CreativeOne Wealth
Kansas
$1.92M -$514K -7,360 -21%
YIA
9
YHB Investment Advisors
Connecticut
$1.71M -$3.49K -50 -0.2%
OCM
10
One Capital Management
California
$1.7M -$73.2K -1,049 -4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.65M -$296K -4,236 -15%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.55M +$589K +8,433 +61%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.46M -$244K -3,497 -14%
IFWM
14
Institute for Wealth Management
Colorado
$1.45M -$1.12K -16 -0.1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.41M +$24K +344 +2%
PIM
16
Penobscot Investment Management
Massachusetts
$1.39M -$65.8K -900 -5%
MWM
17
Massachusetts Wealth Management
Massachusetts
$1.27M +$86.6K +1,240 +7%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.21M +$1.21M +17,378 New
US Bancorp
19
US Bancorp
Minnesota
$1.15M -$20.9K -300 -2%
NW
20
NewEdge Wealth
Pennsylvania
$1.1M – – –
AFM
21
Abbot Financial Management
Massachusetts
$932K -$80.3K -1,150 -8%
Stifel Financial
22
Stifel Financial
Missouri
$912K -$15.6K -224 -2%
GM
23
GeoWealth Management
Illinois
$877K +$466K +6,671 +113%
IWM
24
IHT Wealth Management
Illinois
$847K +$108K +1,550 +15%
Osaic Holdings
25
Osaic Holdings
Arizona
$844K +$10.3K +147 +1%
1
2 3 4 5