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Invesco Biotechnology & Genome ETF

94 hedge funds and large institutions have $83.9M invested in Invesco Biotechnology & Genome ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0.79% more ownership

Funds ownership: 35.66%36.45% (+0.79%)

5% less capital invested

Capital invested by funds: $88M → $83.9M (-$4.09M)

2% less funds holding

Funds holding: 9694 (-2)

48% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 31

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$15.5M +$1.37M +20,391 +9%
Morgan Stanley
2
Morgan Stanley
New York
$12.2M -$214K -3,187 -2%
LPL Financial
3
LPL Financial
California
$5.25M -$629K -9,341 -10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.78M +$926K +13,767 +22%
UBS Group
5
UBS Group
Switzerland
$4.65M -$165K -2,446 -3%
Wells Fargo
6
Wells Fargo
California
$4.61M -$114K -1,693 -2%
Bank of America
7
Bank of America
North Carolina
$4.18M -$203K -3,022 -4%
Goldman Sachs
8
Goldman Sachs
New York
$2.39M +$142K +2,103 +6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.04M +$420K +6,239 +24%
YIA
10
YHB Investment Advisors
Connecticut
$1.55M
OCM
11
One Capital Management
California
$1.51M -$18.6K -276 -1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.34M -$134K -1,992 -9%
IFWM
13
Institute for Wealth Management
Colorado
$1.32M
PIM
14
Penobscot Investment Management
Massachusetts
$1.23M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.17M -$84.6K -1,258 -6%
MWM
16
Massachusetts Wealth Management
Massachusetts
$1.15M -$14.1K -210 -1%
CW
17
CreativeOne Wealth
Kansas
$1.14M -$300K -4,466 -20%
Creative Planning
18
Creative Planning
Kansas
$1.1M +$1.17M +17,398 New
US Bancorp
19
US Bancorp
Minnesota
$1.05M
NW
20
NewEdge Wealth
Pennsylvania
$996K
IWM
21
IHT Wealth Management
Illinois
$987K +$293K +4,352 +39%
AFM
22
Abbot Financial Management
Massachusetts
$837K -$10.1K -150 -1%
NDSI
23
Newman Dignan & Sheerar Inc
Rhode Island
$690K
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$634K -$1.28K -19 -0.2%
Raymond James Financial
25
Raymond James Financial
Florida
$577K -$658K -9,782 -52%

PBE Hedge Fund Activity: Q1 2025 in Review

94 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Biotechnology & Genome ETF (PBE) for Q1 2025, worth a combined $83.9M — down 4.7% from $88M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PBE positions and 6 closed out — a net gain of 1 holder — while 16 added to existing stakes and 31 trimmed.

The largest buyer was Gerber Kawasaki Wealth & Investment Management, adding an estimated $1.37M. The largest seller was Susquehanna International Group, cutting an estimated $739K.

  • 94 institutional investors held Invesco Biotechnology & Genome ETF (PBE) as of Q1 2025, down from 96 in Q4 2024.
  • Funds reported $83.9M of Invesco Biotechnology & Genome ETF stock for Q1 2025, down 4.7% quarter-over-quarter.
  • 7 funds opened new Invesco Biotechnology & Genome ETF positions in Q1 2025 and 6 closed out, a net change of +1 holder.
  • The largest Invesco Biotechnology & Genome ETF buyer in Q1 2025 was Gerber Kawasaki Wealth & Investment Management, an estimated $1.37M added.
  • The largest Invesco Biotechnology & Genome ETF seller in Q1 2025 was Susquehanna International Group, an estimated $739K sold.

Based on aggregated 13F filings for Q1 2025.