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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
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$21.1K -$4.21K -68 -17%
AssetMark Inc
77
AssetMark Inc
California
$20.8K – – –
LAM
78
LOM Asset Management
$19K +$18.6K +300 New
PC
79
Promus Capital
Illinois
$18.1K – – –
S
80
SignatureFD
Georgia
$13.7K – – –
ME
81
McIlrath & Eck
Washington
$13.1K – – –
Comerica Bank
82
Comerica Bank
Texas
$13K – – –
TFGT
83
TS Financial Group (TSFG)
Illinois
$13K – – –
FA
84
Financial Avengers
California
$12.8K – – –
Citigroup
85
Citigroup
New York
$12.8K – – –
CPG
86
Cornerstone Planning Group
New Jersey
$10.9K – – –
FHA
87
First Horizon Advisors
Tennessee
$10K – – –
HIA
88
Harbor Investment Advisory
Maryland
$9.62K – – –
MCM
89
MAI Capital Management
Ohio
$8.01K – – –
PA
90
Parallel Advisors
California
$5.57K +$1.92K +31 +55%
AIP
91
Ameritas Investment Partners
Nebraska
$4.49K – – –
BBPWM
92
Blue Bell Private Wealth Management
Pennsylvania
$1.35K – – –
RF
93
Robbins Farley
New Hampshire
$193 – – –
NC
94
North Capital
Utah
$128 – – –
HNB
95
Huntington National Bank
Ohio
$64 – – –
JIC
96
Joel Isaacson & Co
New York
– -$427K -6,730 Closed
Two Sigma Investments
97
Two Sigma Investments
New York
– -$247K -3,900 Closed
CCM
98
Coldstream Capital Management
Washington
– -$14.5K -228 Closed
T
99
Tidemark
California
– -$5.77K -91 Closed
PPA
100
Painted Porch Advisors
California
– -$3.11K -49 Closed
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.