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Invesco Biotechnology & Genome ETF
PBE

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: 94 → 94 (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
–

Top Buyers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
+$757K
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$633K
3
Goldman Sachs
Goldman Sachs
New York
+$343K
4
RA
RFG Advisory
Alabama
+$290K
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$180K

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$878K
2
OCM
One Capital Management
California
-$683K
3
Bank of America
Bank of America
North Carolina
-$464K
4
JP Morgan Chase
JP Morgan Chase
New York
-$451K
5
JIC
Joel Isaacson & Co
New York
-$427K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
51
Creative Financial Designs
Indiana
$190K -$89.7K -1,448 -33%
GM
52
GeoWealth Management
Illinois
$182K -$9.91K -160 -5%
GIM
53
Glenmede Investment Management
Pennsylvania
$119K +$115K +1,860 New
CAL
54
Capital Analysts LLC
Pennsylvania
$110K – – –
MEG
55
Millstone Evans Group
Colorado
$108K – – –
WB
56
Webster Bank
Connecticut
$107K – – –
AF
57
Allworth Financial
California
$54.5K +$52.7K +850 New
SPIA
58
Steward Partners Investment Advisory
New York
$52.9K +$867 +14 +2%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$46.8K – – –
HI
60
Harbour Investments
Wisconsin
$45K -$991 -16 -2%
FPB
61
First PREMIER Bank
South Dakota
$43K – – –
BlackRock
62
BlackRock
New York
$42.5K – – –
OC
63
Oakworth Capital
Alabama
$39.2K – – –
GWSG
64
GPS Wealth Strategies Group
Colorado
$38.8K +$62 +1 +0.2%
AWM
65
AE Wealth Management
Kansas
$38.5K – – –
GRP
66
Global Retirement Partners
California
$38.5K +$37.2K +600 New
NA
67
NewEdge Advisors
Louisiana
$34.7K +$248 +4 +0.7%
BCV
68
Banque Cantonale Vaudoise
Switzerland
$34K – – –
HCM
69
Hollencrest Capital Management
California
$33.1K – – –
Fidelity Investments
70
Fidelity Investments
Massachusetts
$32.4K -$5.88K -95 -16%
JP Morgan Chase
71
JP Morgan Chase
New York
$32.2K -$451K -7,273 -94%
HWM
72
Hemington Wealth Management
Virginia
$27K – – –
William Blair & Company
73
William Blair & Company
Illinois
$25.6K – – –
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$24.7K – – –
FP
75
Financial Perspectives
Minnesota
$22.4K – – –
1 2
3
4

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.