We are live on ! Find out more
PBE icon

Invesco Biotechnology & Genome ETF

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: 9494 (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
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$16.3M +$633K +10,213 +4%
Morgan Stanley
2
Morgan Stanley
New York
$12.3M -$104K -1,680 -0.9%
LPL Financial
3
LPL Financial
California
$4.93M -$364K -5,869 -7%
UBS Group
4
UBS Group
Switzerland
$4.87M +$171K +2,753 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.61M -$218K -3,525 -5%
Wells Fargo
6
Wells Fargo
California
$4.6M -$54.6K -882 -1%
Bank of America
7
Bank of America
North Carolina
$3.75M -$464K -7,486 -11%
Goldman Sachs
8
Goldman Sachs
New York
$2.77M +$343K +5,531 +15%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.75M -$304K -4,914 -15%
YIA
10
YHB Investment Advisors
Connecticut
$1.55M -$15.5K -250 -1%
IFWM
11
Institute for Wealth Management
Colorado
$1.33M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.31M -$44.6K -720 -3%
PIM
13
Penobscot Investment Management
Massachusetts
$1.25M
MWM
14
Massachusetts Wealth Management
Massachusetts
$1.18M +$11.8K +190 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.17M -$7.5K -121 -0.7%
US Bancorp
16
US Bancorp
Minnesota
$1.06M
NW
17
NewEdge Wealth
Pennsylvania
$1.02M
IWM
18
IHT Wealth Management
Illinois
$983K -$13.2K -213 -1%
CW
19
CreativeOne Wealth
Kansas
$983K -$159K -2,566 -14%
OCM
20
One Capital Management
California
$822K -$683K -11,033 -46%
AFM
21
Abbot Financial Management
Massachusetts
$816K -$29.4K -475 -4%
Mariner
22
Mariner
Kansas
$783K +$757K +12,219 New
NDSI
23
Newman Dignan & Sheerar Inc
Rhode Island
$671K -$24.8K -400 -4%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$641K
Osaic Holdings
25
Osaic Holdings
Arizona
$605K +$52.8K +852 +10%

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.