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Invesco Biotechnology & Genome ETF

108 hedge funds and large institutions have $88.2M invested in Invesco Biotechnology & Genome ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

29% more capital invested

Capital invested by funds: $68.4M → $88.2M (+$19.8M)

11% more funds holding

Funds holding: 97108 (+11)

3.22% more ownership

Funds ownership: 30.86%34.08% (+3.2%)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

Holders
108
Holders Change
+11
Holders Change %
+11.34%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
26
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
26
One Capital Management
California
$796K -$39.7K -513 -5%
Two Sigma Investments
27
Two Sigma Investments
New York
$739K +$696K +9,000 New
Osaic Holdings
28
Osaic Holdings
Arizona
$736K -$35K -452 -5%
FFA
29
Farther Finance Advisors
California
$721K +$7.74K +100 +1%
IHL
30
Investment House LLC
California
$705K
RA
31
RFG Advisory
Alabama
$695K +$40.3K +521 +7%
HighTower Advisors
32
HighTower Advisors
Illinois
$566K +$387 +5 +0.1%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$534K +$88.7K +1,146 +21%
Stifel Financial
34
Stifel Financial
Missouri
$526K -$33.3K -430 -6%
KAS
35
Kestra Advisory Services
Texas
$482K -$3.79K -49 -0.8%
FHA
36
Flagship Harbor Advisors
Massachusetts
$419K
PSF
37
Pacific Sun Financial
California
$398K -$26.2K -338 -7%
AWM
38
Axxcess Wealth Management
California
$388K
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$383K -$14.6K -189 -4%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$378K +$356K +4,604 New
HBT
41
Hills Bank & Trust
Iowa
$375K -$6.81K -88 -2%
GCP
42
GSA Capital Partners
United Kingdom
$348K +$328K +4,239 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$346K -$10.4K -134 -3%
Goldman Sachs
44
Goldman Sachs
New York
$296K -$7.2K -93 -3%
BFIM
45
Beese Fulmer Investment Management
Ohio
$279K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$272K +$155 +2 +0.1%
SFM
47
Signet Financial Management
New Jersey
$271K -$30K -388 -11%
ACS
48
Archford Capital Strategies
Illinois
$267K +$5.11K +66 +2%
SWP
49
Stratos Wealth Partners
Ohio
$260K +$245K +3,165 New
Creative Planning
50
Creative Planning
Kansas
$255K -$4.25K -55 -2%

PBE Hedge Fund Activity: Q4 2025 in Review

108 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q4 2025, worth a combined $88.2M — up 29% from $68.4M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PBE positions and 7 closed out — a net gain of 14 holders — while 26 added to existing stakes and 27 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.73M. The largest seller was UBS Group, cutting an estimated $361K.

  • 108 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q4 2025, up from 97 in Q3 2025.
  • Funds reported $88.2M of Invesco Biotechnology & Genome ETF stock for Q4 2025, up 29% quarter-over-quarter.
  • 21 funds opened new Invesco Biotechnology & Genome ETF positions in Q4 2025 and 7 closed out, a net change of +14 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q4 2025 was Morgan Stanley, an estimated $2.73M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q4 2025 was UBS Group, an estimated $361K sold.

Based on aggregated 13F filings for Q4 2025.