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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
BFIM
51
Beese Fulmer Investment Management
Ohio
$216K +$229K +3,400 New
GM
52
GeoWealth Management
Illinois
$190K -$488K -7,254 -71%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$159K +$11.5K +171 +7%
GT
54
Glenmede Trust
Pennsylvania
$118K
CAL
55
Capital Analysts LLC
Pennsylvania
$109K
MEG
56
Millstone Evans Group
Colorado
$107K +$48.8K +726 +76%
WB
57
Webster Bank
Connecticut
$106K
SPIA
58
Steward Partners Investment Advisory
New York
$51.5K +$15.4K +229 +39%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$46.3K
HI
60
Harbour Investments
Wisconsin
$45.6K
FPB
61
First PREMIER Bank
South Dakota
$43K
BlackRock
62
BlackRock
New York
$42.1K
OC
63
Oakworth Capital
Alabama
$38.8K
GWSG
64
GPS Wealth Strategies Group
Colorado
$38.3K +$7K +104 +21%
AWM
65
AE Wealth Management
Kansas
$38.1K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$38.1K -$4.51K -67 -10%
NA
67
NewEdge Advisors
Louisiana
$34.1K -$1.82K -27 -5%
BCV
68
Banque Cantonale Vaudoise
Switzerland
$34K +$35.7K +530 New
HCM
69
Hollencrest Capital Management
California
$32.8K
HWM
70
Hemington Wealth Management
Virginia
$27K
William Blair & Company
71
William Blair & Company
Illinois
$25.4K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$25.2K -$3.9K -58 -13%
FP
73
Financial Perspectives
Minnesota
$22.2K
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$21.6K -$67.3K -1,000 -72%
AssetMark Inc
75
AssetMark Inc
California
$20.6K

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.