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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
AA
101
Ancora Advisors
Ohio
$8.21K – – –
PWMG
102
Prestige Wealth Management Group
New Jersey
$5.75K +$5.42K +70 New
RIA
103
Realta Investment Advisors
Delaware
$4.6K +$4.33K +56 New
AIP
104
Ameritas Investment Partners
Nebraska
$4.11K – – –
MCA
105
McGuire Capital Advisors
Oklahoma
$3.7K +$3.48K +45 New
TCM
106
Triumph Capital Management
Colorado
$2.79K +$2.63K +34 New
BBPWM
107
Blue Bell Private Wealth Management
Pennsylvania
$1.73K – – –
PA
108
Parallel Advisors
California
$1.66K -$2.79K -36 -64%
HNB
109
Huntington National Bank
Ohio
$82 – – –
DWM
110
Dakota Wealth Management
Florida
– -$224K -3,200 Closed
Citadel Advisors
111
Citadel Advisors
Florida
– -$206K -2,953 Closed
ASN
112
Advisory Services Network
Georgia
– -$82K -1,173 Closed
GWSG
113
GPS Wealth Strategies Group
Colorado
– -$42.4K -607 Closed
TFGT
114
TS Financial Group (TSFG)
Illinois
– -$14K -200 Closed
NC
115
North Capital
Utah
– -$210 -3 Closed
RF
116
Robbins Farley
New Hampshire
– -$210 -3 Closed
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.