We are live on ! Find out more
PBE icon

Invesco Biotechnology & Genome ETF
PBE

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: 97 → 108 (+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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.73M
2
QAM
Q3 Asset Management
Michigan
+$1.35M
3
UCFA
United Capital Financial Advisors
Texas
+$1.32M
4
Two Sigma Investments
Two Sigma Investments
New York
+$696K
5
LPL Financial
LPL Financial
California
+$357K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$361K
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$250K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$239K
4
DWM
Dakota Wealth Management
Florida
-$224K
5
Citadel Advisors
Citadel Advisors
Florida
-$206K
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
51
Joel Isaacson & Co
New York
$249K – – –
Baird Financial Group
52
Baird Financial Group
Wisconsin
$246K – – –
SFS
53
Sowell Financial Services
Arkansas
$245K – – –
WBG
54
Wharton Business Group
Pennsylvania
$225K +$212K +2,739 New
WWM
55
Western Wealth Management
Colorado
$224K +$211K +2,731 New
MGIA
56
Moneta Group Investment Advisors
Missouri
$223K +$210K +2,718 New
VA
57
VestGen Advisors
Illinois
$214K -$160K -2,074 -44%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$212K +$200K +2,583 New
MML Investors Services
59
MML Investors Services
Massachusetts
$205K +$193K +2,497 New
BAM
60
BOS Asset Management
Illinois
$200K +$189K +2,439 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$192K -$106K -1,365 -37%
GM
62
GeoWealth Management
Illinois
$165K -$47.3K -611 -23%
GT
63
Glenmede Trust
Pennsylvania
$153K +$144K +1,860 New
MEG
64
Millstone Evans Group
Colorado
$146K – – –
WB
65
Webster Bank
Connecticut
$137K – – –
SAG
66
SageView Advisory Group
California
$136K +$128K +1,659 New
HIA
67
Harbor Investment Advisory
Maryland
$105K +$87K +1,125 +750%
SPIA
68
Steward Partners Investment Advisory
New York
$103K +$32.9K +425 +52%
CAL
69
Capital Analysts LLC
Pennsylvania
$98K +$3.56K +46 +4%
NA
70
NewEdge Advisors
Louisiana
$85.7K +$12.4K +160 +18%
William Blair & Company
71
William Blair & Company
Illinois
$82.2K – – –
Fidelity Investments
72
Fidelity Investments
Massachusetts
$73K +$32.6K +421 +90%
AF
73
Allworth Financial
California
$69.8K – – –
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$60K – – –
FPB
75
First PREMIER Bank
South Dakota
$55K – – –
1 2
3
4 5

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.