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Invesco Biotechnology & Genome ETF
PBE

97 hedge funds and large institutions have $68.4M invested in Invesco Biotechnology & Genome ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 36 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

3% more funds holding

Funds holding: 94 → 97 (+3)

5.8% less ownership

Funds ownership: 36.66% → 30.86% (-5.8%)

17% less capital invested

Capital invested by funds: $82M → $68.4M (-$13.6M)

47% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 36

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
36
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$5.75M
2
LPL Financial
LPL Financial
California
+$1.07M
3
RA
RFG Advisory
Alabama
+$220K
4
JIC
Joel Isaacson & Co
New York
+$204K
5
SFS
Sowell Financial Services
Arkansas
+$201K

Top Sellers

Rank Fund Capital Flow
1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$14.1M
2
Morgan Stanley
Morgan Stanley
New York
-$6.3M
3
Goldman Sachs
Goldman Sachs
New York
-$2.67M
4
Wells Fargo
Wells Fargo
California
-$1.66M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$33.9K +$6.76K +100 +26%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$32.6K -$2.57K -38 -8%
HWM
78
Hemington Wealth Management
Virginia
$30K – – –
FP
79
Financial Perspectives
Minnesota
$24.5K – – –
AssetMark Inc
80
AssetMark Inc
California
$22.7K – – –
LAM
81
LOM Asset Management
$21K – – –
PC
82
Promus Capital
Illinois
$19.7K – – –
S
83
SignatureFD
Georgia
$14.9K – – –
ME
84
McIlrath & Eck
Washington
$14.3K – – –
Comerica Bank
85
Comerica Bank
Texas
$14.2K – – –
FA
86
Financial Avengers
California
$14K +$68 +1 +0.5%
TFGT
87
TS Financial Group (TSFG)
Illinois
$14K – – –
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$12.3K +$12K +177 New
CPG
89
Cornerstone Planning Group
New Jersey
$12.1K +$68 +1 +0.6%
HIA
90
Harbor Investment Advisory
Maryland
$10.5K – – –
MCM
91
MAI Capital Management
Ohio
$8.73K – – –
AA
92
Ancora Advisors
Ohio
$6.99K +$6.76K +100 New
PA
93
Parallel Advisors
California
$3.92K -$2.1K -31 -36%
AIP
94
Ameritas Investment Partners
Nebraska
$3.49K -$1.35K -20 -29%
BBPWM
95
Blue Bell Private Wealth Management
Pennsylvania
$1.47K – – –
RF
96
Robbins Farley
New Hampshire
$210 – – –
NC
97
North Capital
Utah
$210 +$68 +1 +50%
HNB
98
Huntington National Bank
Ohio
$70 – – –
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
– -$417K -6,498 Closed
Citigroup
100
Citigroup
New York
– -$12.8K -200 Closed
1 2 3
4

PBE Hedge Fund Activity: Q3 2025 in Review

97 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q3 2025, worth a combined $68.4M — down 17% from $82M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PBE positions and 2 closed out — a net gain of 5 holders — while 19 added to existing stakes and 36 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $5.75M. The largest seller was Gerber Kawasaki Wealth & Investment Management, cutting an estimated $14.1M.

  • 97 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q3 2025, up from 94 in Q2 2025.
  • Funds reported $68.4M of Invesco Biotechnology & Genome ETF stock for Q3 2025, down 17% quarter-over-quarter.
  • 7 funds opened new Invesco Biotechnology & Genome ETF positions in Q3 2025 and 2 closed out, a net change of +5 holders.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q3 2025 was United Capital Financial Advisors, an estimated $5.75M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q3 2025 was Gerber Kawasaki Wealth & Investment Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2025.