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Invesco Biotechnology & Genome ETF
PBE

Overview Fund Activity

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
Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
1.28%
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
–

Top Buyers

1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$1.29M
2
Creative Planning
Creative Planning
Kansas
+$1.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$873K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$452K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$396K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$697K
2
Raymond James Financial
Raymond James Financial
Florida
-$621K
3
LPL Financial
LPL Financial
California
-$593K
4
Citadel Advisors
Citadel Advisors
Florida
-$569K
5
GM
GeoWealth Management
Illinois
-$460K
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$15.5M +$1.29M +20,391 +9%
Morgan Stanley
2
Morgan Stanley
New York
$12.2M -$202K -3,187 -2%
LPL Financial
3
LPL Financial
California
$5.25M -$593K -9,341 -10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.78M +$873K +13,767 +22%
UBS Group
5
UBS Group
Switzerland
$4.65M -$155K -2,446 -3%
Wells Fargo
6
Wells Fargo
California
$4.61M -$107K -1,693 -2%
Bank of America
7
Bank of America
North Carolina
$4.18M -$192K -3,022 -4%
Goldman Sachs
8
Goldman Sachs
New York
$2.39M +$133K +2,103 +6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.05M +$396K +6,239 +24%
YIA
10
YHB Investment Advisors
Connecticut
$1.55M – – –
OCM
11
One Capital Management
California
$1.51M -$17.5K -276 -1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.34M -$126K -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 -$79.8K -1,258 -6%
MWM
16
Massachusetts Wealth Management
Massachusetts
$1.15M -$13.3K -210 -1%
CW
17
CreativeOne Wealth
Kansas
$1.14M -$283K -4,466 -20%
Creative Planning
18
Creative Planning
Kansas
$1.1M +$1.1M +17,398 New
US Bancorp
19
US Bancorp
Minnesota
$1.05M – – –
NW
20
NewEdge Wealth
Pennsylvania
$996K – – –
IWM
21
IHT Wealth Management
Illinois
$987K +$276K +4,352 +39%
AFM
22
Abbot Financial Management
Massachusetts
$837K -$9.52K -150 -1%
NDSI
23
Newman Dignan & Sheerar Inc
Rhode Island
$690K – – –
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$634K -$1.21K -19 -0.2%
Raymond James Financial
25
Raymond James Financial
Florida
$577K -$621K -9,782 -52%
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