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Invesco Biotechnology & Genome ETF

94 hedge funds and large institutions have $82M invested in Invesco Biotechnology & Genome ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 36 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0.21% more ownership

Funds ownership: 36.45%36.66% (+0.21%)

0% more funds holding

Funds holding: 9494 (0)

2% less capital invested

Capital invested by funds: $83.9M → $82M (-$1.89M)

58% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 36

Holders
94
Holders Change
Holders Change %
0%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
36
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
Farther Finance Advisors
California
$549K -$3.65K -59 -0.7%
Raymond James Financial
27
Raymond James Financial
Florida
$509K -$71.8K -1,159 -13%
IHL
28
Investment House LLC
California
$479K -$31K -500 -6%
Stifel Financial
29
Stifel Financial
Missouri
$447K -$54.1K -873 -11%
HighTower Advisors
30
HighTower Advisors
Illinois
$441K +$1.49K +24 +0.3%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$417K +$83K +1,340 +26%
KAS
32
Kestra Advisory Services
Texas
$383K -$55.1K -890 -13%
PSF
33
Pacific Sun Financial
California
$360K -$26.3K -425 -7%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$347K +$180K +2,898 +117%
FHA
35
Flagship Harbor Advisors
Massachusetts
$327K
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$326K -$21.3K -344 -6%
DWM
37
Dakota Wealth Management
Florida
$314K -$190K -3,069 -39%
HBT
38
Hills Bank & Trust
Iowa
$313K -$20.4K -330 -6%
VA
39
VestGen Advisors
Illinois
$313K -$21.4K -346 -7%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$312K -$154K -2,491 -34%
AWM
41
Axxcess Wealth Management
California
$303K -$34.1K -550 -10%
RA
42
RFG Advisory
Alabama
$300K +$290K +4,684 New
SFM
43
Signet Financial Management
New Jersey
$279K +$10.2K +164 +4%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$248K +$62 +1 +0%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$239K -$4.89K -79 -2%
ACS
46
Archford Capital Strategies
Illinois
$235K -$54.1K -873 -19%
CMS
47
Capital Market Strategies
Florida
$232K -$6.19K -100 -3%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$220K +$62 +1 +0%
BFIM
49
Beese Fulmer Investment Management
Ohio
$218K
Creative Planning
50
Creative Planning
Kansas
$207K -$878K -14,175 -81%

PBE Hedge Fund Activity: Q2 2025 in Review

94 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q2 2025, worth a combined $82M — down 2.2% from $83.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PBE positions and 5 closed out — a net gain of 1 holder — while 15 added to existing stakes and 36 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $757K. The largest seller was Creative Planning, cutting an estimated $878K.

  • 94 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $82M of Invesco Biotechnology & Genome ETF stock for Q2 2025, down 2.2% quarter-over-quarter.
  • 6 funds opened new Invesco Biotechnology & Genome ETF positions in Q2 2025 and 5 closed out, a net change of +1 holder.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q2 2025 was Mariner, an estimated $757K added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q2 2025 was Creative Planning, an estimated $878K sold.

Based on aggregated 13F filings for Q2 2025.