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Invesco Biotechnology & Genome ETF

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: 97108 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11M +$2.73M +35,317 +36%
UCFA
2
United Capital Financial Advisors
Texas
$8.4M +$1.32M +17,112 +20%
LPL Financial
3
LPL Financial
California
$7.99M +$357K +4,617 +5%
UBS Group
4
UBS Group
Switzerland
$5.53M -$361K -4,664 -6%
Bank of America
5
Bank of America
North Carolina
$5.07M +$140K +1,813 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.87M -$22.4K -289 -0.6%
Wells Fargo
7
Wells Fargo
California
$3.85M -$25.5K -330 -0.7%
GKWIM
8
Gerber Kawasaki Wealth & Investment Management
California
$3.52M -$250K -3,228 -7%
YIA
9
YHB Investment Advisors
Connecticut
$2M +$7.35K +95 +0.4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.86M +$52.6K +680 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.8M -$239K -3,089 -12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.7M +$72.5K +937 +5%
IFWM
13
Institute for Wealth Management
Colorado
$1.67M -$38.7K -500 -2%
PIM
14
Penobscot Investment Management
Massachusetts
$1.6M
MWM
15
Massachusetts Wealth Management
Massachusetts
$1.47M -$32.9K -425 -2%
QAM
16
Q3 Asset Management
Michigan
$1.43M +$1.35M +17,429 New
US Bancorp
17
US Bancorp
Minnesota
$1.36M
NW
18
NewEdge Wealth
Pennsylvania
$1.29M
IWM
19
IHT Wealth Management
Illinois
$1.22M +$2.32K +30 +0.2%
AFM
20
Abbot Financial Management
Massachusetts
$1.02M
Mariner
21
Mariner
Kansas
$1M +$77 +1 +0%
CW
22
CreativeOne Wealth
Kansas
$935K -$41.2K -532 -4%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$876K +$51.5K +666 +7%
NDSI
24
Newman Dignan & Sheerar Inc
Rhode Island
$827K +$23.1K +298 +3%
Raymond James Financial
25
Raymond James Financial
Florida
$815K +$142K +1,837 +23%

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.