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Get Institutions for : 
Invesco Dynamic Biotechnology & Genome ETF (PBE)  
$62.86 1.99 (3.27%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 95    1
Total shares held : 
1,397,566  
% of shares held : 
36.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
121,331  
% of shares held change : 
  3.21%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$56.23  
Last Quarter's Ending Price : 
$65.84  
Last Quarter's Average Price
$58.14  
Change from last quarter's     
avg. price to the last closing  : 
4.72 (8.12%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 48,954
 3.5%
 
Increased Positions :
27
 141,914
 10.15%
 
Unchanged Positions :
36
 93,675
 6.7%
 
Decreased Positions :
24
-58,276
-4.17%
 
Closed Positions :
7
-11,261
-0.81%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   One Capital Management LLC 166 *New 2023-12-31 19,799 $1,304,000 19,799
   NewEdge Wealth LLC 400 *New 2023-12-31 15,064 $992,000 15,064
   AXXCESS WEALTH MANAGEMENT LLC 598 *New 2023-12-31 5,342 $352,000 5,342
   Baird Financial Group Inc. 1618 *New 2023-12-31 3,275 $216,000 3,275
   ADVISORY SERVICES NETWORK, LLC 1616 *New 2023-12-31 1,550 $102,000 1,550

  5 Records found
  1    
  Page 1 of 1
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