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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

96 hedge funds and large institutions have $88M invested in Invesco Biotechnology & Genome ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-6
Holders Change %
-5.88%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.37M
2
Citadel Advisors
2
Citadel Advisors
Florida
$569K
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$14.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.1M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.73M

Top Sellers

1
CW
1
CreativeOne Wealth
Kansas
$1.49M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$333K
3
Jane Street
3
Jane Street
New York
$0
4
WBG
4
Wharton Business Group
Pennsylvania
$0
5
UBS Group
5
UBS Group
Switzerland
$5.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$14.9M +$434K +6,527 +3%
Morgan Stanley
2
Morgan Stanley
New York
$13M +$76.6K +1,152 +0.6%
LPL Financial
3
LPL Financial
California
$6.13M +$100K +1,503 +2%
UBS Group
4
UBS Group
Switzerland
$5.03M -$252K -3,786 -5%
Wells Fargo
5
Wells Fargo
California
$4.94M -$85.4K -1,283 -2%
Bank of America
6
Bank of America
North Carolina
$4.59M +$141K +2,116 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.1M +$296K +4,446 +8%
Goldman Sachs
8
Goldman Sachs
New York
$2.37M +$1.98M +29,709 +508%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.73M +$250K +3,764 +17%
YIA
10
YHB Investment Advisors
Connecticut
$1.63M -$3.33K -50 -0.2%
OCM
11
One Capital Management
California
$1.61M -$14.2K -214 -0.9%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.54M -$36.4K -547 -2%
CW
13
CreativeOne Wealth
Kansas
$1.49M -$341K -5,127 -19%
IFWM
14
Institute for Wealth Management
Colorado
$1.38M – – –
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.31M -$83.6K -1,256 -6%
PIM
16
Penobscot Investment Management
Massachusetts
$1.29M +$29.9K +450 +2%
Raymond James Financial
17
Raymond James Financial
Florida
$1.26M +$1.26M +18,878 New
MWM
18
Massachusetts Wealth Management
Massachusetts
$1.23M +$15.3K +230 +1%
US Bancorp
19
US Bancorp
Minnesota
$1.1M – – –
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.07M -$82.4K -1,239 -7%
NW
21
NewEdge Wealth
Pennsylvania
$1.04M – – –
AFM
22
Abbot Financial Management
Massachusetts
$888K – – –
Stifel Financial
23
Stifel Financial
Missouri
$772K -$96.9K -1,457 -11%
IWM
24
IHT Wealth Management
Illinois
$745K -$61.5K -924 -8%
NDSI
25
Newman Dignan & Sheerar Inc
Rhode Island
$723K -$36.6K -550 -5%
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