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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$5.75M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.07M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$220K |
| 4 |
JIC
Joel Isaacson & Co
New York
|
+$204K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$201K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
-$14.1M |
| 2 |
Morgan Stanley
New York
|
-$6.3M |
| 3 |
Goldman Sachs
New York
|
-$2.67M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.66M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.65M |
PBE Hedge Fund Activity: Q3 2025 in Review
97 of the 7,640 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.