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Invesco Biotechnology & Genome ETF

94 hedge funds and large institutions have $83.9M invested in Invesco Biotechnology & Genome ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0.79% more ownership

Funds ownership: 35.66%36.45% (+0.79%)

5% less capital invested

Capital invested by funds: $88M → $83.9M (-$4.09M)

2% less funds holding

Funds holding: 9694 (-2)

48% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 31

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$545K -$34.9K -519 -6%
FFA
27
Farther Finance Advisors
California
$535K +$417K +6,201 +257%
IHL
28
Investment House LLC
California
$506K
DWM
29
Dakota Wealth Management
Florida
$506K -$74K -1,100 -12%
Stifel Financial
30
Stifel Financial
Missouri
$498K -$253K -3,761 -32%
JP Morgan Chase
31
JP Morgan Chase
New York
$493K +$479K +7,124 +1,096%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$459K +$214K +3,176 +78%
HighTower Advisors
33
HighTower Advisors
Illinois
$435K -$12.9K -191 -3%
KAS
34
Kestra Advisory Services
Texas
$435K -$15.4K -229 -3%
JIC
35
Joel Isaacson & Co
New York
$427K
PSF
36
Pacific Sun Financial
California
$383K -$16.8K -250 -4%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$344K +$40.6K +604 +13%
AWM
38
Axxcess Wealth Management
California
$335K
HBT
39
Hills Bank & Trust
Iowa
$331K -$64.6K -960 -16%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$327K -$739K -10,981 -68%
FHA
41
Flagship Harbor Advisors
Massachusetts
$324K
VA
42
VestGen Advisors
Illinois
$320K +$340K +5,050 New
ACS
43
Archford Capital Strategies
Illinois
$288K -$3.63K -54 -1%
CFD
44
Creative Financial Designs
Indiana
$280K -$60.2K -894 -17%
SFM
45
Signet Financial Management
New Jersey
$266K -$11.8K -175 -4%
Two Sigma Investments
46
Two Sigma Investments
New York
$247K -$13.5K -200 -5%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$245K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$242K +$63.8K +948 +33%
CMS
49
Capital Market Strategies
Florida
$236K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$218K +$67 +1 +0%

PBE Hedge Fund Activity: Q1 2025 in Review

94 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q1 2025, worth a combined $83.9M — down 4.7% from $88M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PBE positions and 6 closed out — a net gain of 1 holder — while 16 added to existing stakes and 31 trimmed.

The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $1.37M. The largest seller was Susquehanna International Group, cutting an estimated $739K.

  • 94 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q1 2025, down from 96 in Q4 2024.
  • Funds reported $83.9M of Invesco Biotechnology & Genome ETF stock for Q1 2025, down 4.7% quarter-over-quarter.
  • 7 funds opened new Invesco Biotechnology & Genome ETF positions in Q1 2025 and 6 closed out, a net change of +1 holder.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q1 2025 was Gerber Kawasaki Wealth & Investment Management, an estimated $1.37M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q1 2025 was Susquehanna International Group, an estimated $739K sold.

Based on aggregated 13F filings for Q1 2025.