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Invesco Biotechnology & Genome ETF

100 hedge funds and large institutions have $81M invested in Invesco Biotechnology & Genome ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.2% less ownership

Funds ownership: 34.08%32.88% (-1.2%)

7% less funds holding

Funds holding: 108100 (-8)

8% less capital invested

Capital invested by funds: $88.2M → $81M (-$7.25M)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
100
Holders Change
-8
Holders Change %
-7.41%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.4M -$123K -1,524 -1%
UCFA
2
United Capital Financial Advisors
Texas
$8.08M -$17.9K -222 -0.2%
LPL Financial
3
LPL Financial
California
$6.87M -$854K -10,564 -11%
UBS Group
4
UBS Group
Switzerland
$5.46M +$131K +1,615 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.7M +$987K +12,215 +26%
Bank of America
6
Bank of America
North Carolina
$4.69M -$197K -2,441 -4%
Wells Fargo
7
Wells Fargo
California
$3.11M -$611K -7,554 -16%
GKWIM
8
Gerber Kawasaki Wealth & Investment Management
California
$2.79M -$620K -7,669 -18%
YIA
9
YHB Investment Advisors
Connecticut
$1.93M +$404 +5 +0%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.83M +$37.5K +464 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.69M +$56.7K +702 +3%
IFWM
12
Institute for Wealth Management
Colorado
$1.6M
PIM
13
Penobscot Investment Management
Massachusetts
$1.54M
MWM
14
Massachusetts Wealth Management
Massachusetts
$1.41M -$8.49K -105 -0.6%
US Bancorp
15
US Bancorp
Minnesota
$1.31M
NW
16
NewEdge Wealth
Pennsylvania
$1.24M
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.13M -$616K -7,624 -35%
AFM
18
Abbot Financial Management
Massachusetts
$984K
Mariner
19
Mariner
Kansas
$968K
CW
20
CreativeOne Wealth
Kansas
$968K +$67.5K +835 +7%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$845K +$81 +1 +0%
Raymond James Financial
22
Raymond James Financial
Florida
$837K +$52.6K +651 +7%
BEI
23
Benjamin Edwards Inc
Missouri
$824K +$840K +10,397 New
NDSI
24
Newman Dignan & Sheerar Inc
Rhode Island
$758K -$40.4K -500 -5%
FFA
25
Farther Finance Advisors
California
$743K +$45.5K +563 +6%

PBE Hedge Fund Activity: Q1 2026 in Review

100 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q1 2026, worth a combined $81M — down 8.2% from $88.2M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PBE and 8 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 24 added.

The largest buyer was Royal Bank of Canada, adding an estimated $987K. The largest seller was Q3 Asset Management, exiting entirely with an estimated $1.43M sold.

  • 100 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q1 2026, down from 108 in Q4 2025.
  • Funds reported $81M of Invesco Biotechnology & Genome ETF stock for Q1 2026, down 8.2% quarter-over-quarter.
  • 8 funds opened new Invesco Biotechnology & Genome ETF positions in Q1 2026 and 12 closed out, a net change of -4 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q1 2026 was Royal Bank of Canada, an estimated $987K added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q1 2026 was Q3 Asset Management, an estimated $1.43M sold.

Based on aggregated 13F filings for Q1 2026.