Who Owns Invesco Biotechnology & Genome ETF (PBE)?Hedge Fund & Institutional Holders

$76.29+0.11 (+0.14%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.000000553300031e+254T

% of Float Held

—

QoQ Change in Holders

+11 / -3

Price History

$56.01$63.44$70.87$78.30$85.73Sep 24Jun 25Mar 26

PBE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+2K+$4.0B
UNITED CAPITAL FINANCIAL ADVISORS, LLCIncreased+17K+$2.1B
Penobscot Investment Management Company, Inc.New Position+19K+$1.6B
Massachusetts Wealth ManagementNew Position+18K+$1.5B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+22K+$1.0B
INVESTMENT HOUSE LLCNew Position+9K+$704.0M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+5K+$418.0M
YHB Investment Advisors, Inc.Increased+95+$305.1M
Stratos Wealth Partners, LTD.New Position+3K+$260.0M
Joel Isaacson & Co., LLCNew Position+3K+$248.0M
Sowell Financial Services LLCNew Position+3K+$244.0M
Wharton Business Group, LLCNew Position+3K+$225.0M
BOS Asset Management, LLCNew Position+2K+$200.0M
Millstone Evans Group, LLCNew Position+2K+$146.0M
Farther Finance Advisors, LLCIncreased+100+$113.8M

PBE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Gerber Kawasaki Wealth & Investment ManagementDecreased-3K-$3.2B
CreativeOne Wealth, LLCDecreased-532-$832.6M
One Capital Management, LLCDecreased-513-$711.9M
OSAIC HOLDINGS, INC.Decreased-452-$646.1M
STIFEL FINANCIAL CORPDecreased-430-$477.9M
VestGen Advisors, LLCDecreased-2K-$327.3M
Hills Bank & Trust CoDecreased-88-$324.3M
ROYAL BANK OF CANADADecreased-289-$312.0M
WELLS FARGO & COMPANY/MNDecreased-330-$296.9M
GOLDMAN SACHS GROUP INCDecreased-93-$258.5M
Dakota Wealth ManagementClosed Position-3K-$223.6M
Creative PlanningDecreased-55-$220.8M
CITADEL ADVISORS LLCClosed Position-3K-$206.3M
GeoWealth Management, LLCDecreased-611-$183.1M
Glenmede Investment Management, LPClosed Position-2K-$130.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UNITED CAPITAL FINANCIAL ADVISORS, LLC102,207$8.0B48.17%Share
2UBS Group AG67,361$5.5B0.90%Share
3BANK OF AMERICA CORP /DE/46,812$3.0B0.22%Share
4ROYAL BANK OF CANADA46,064$3.0B0.49%Share
5WELLS FARGO & COMPANY/MN40,280$3.0B0.55%Share
6YHB Investment Advisors, Inc.24,381$2.0B0.14%Share
7Penobscot Investment Management Company, Inc.19,450$1.6B0.12%Share
8Massachusetts Wealth Management17,919$1.5B0.68%Share
9US BANCORP \DE\16,500$1.4B1.59%Share
10Abbot Financial Management, Inc.12,425$1.0B0.42%Share
11IHT Wealth Management, LLC14,814$1.0B0.02%Share
12BANK OF AMERICA CORP /DE/13,919$1.0B0.07%Share
13COMMONWEALTH EQUITY SERVICES, LLC21,913$1.0B1.33%Share
14Farther Finance Advisors, LLC8,776$720.0M7.71%Share
15INVESTMENT HOUSE LLC8,580$704.0M0.03%Share
16FLAGSHIP HARBOR ADVISORS, LLC5,100$418.0M0.02%Share
17PACIFIC SUN FINANCIAL CORP4,847$398.0M0.19%Share
18BEESE FULMER INVESTMENT MANAGEMENT, INC.3,400$279.0M0.02%Share
19Stratos Wealth Partners, LTD.3,165$260.0M2.94%Share
20Joel Isaacson & Co., LLC3,025$248.0M0.01%Share
21Sowell Financial Services LLC2,980$244.0M0.01%Share
22Wharton Business Group, LLC2,739$225.0M0.01%Share
23BOS Asset Management, LLC2,439$200.0M0.05%Share
24Millstone Evans Group, LLC1,782$146.0M0.09%Share
25Oakworth Capital, Inc.611$50.0M0.00%Share
26CREATIVE FINANCIAL DESIGNS INC /ADV503$41.0M0.00%Share
27COMERICA BANK378$31.0M0.12%Share
28Financial Perspectives, Inc350$28.0M0.01%Share
29ASSETMARK, INC325$26.0M0.05%Share
30NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO342,971$15.7M0.01%Share
31Financial Avengers, Inc.201$14.0M0.01%Share
32Cornerstone Planning Group LLC166$13.0M0.00%Share
33MORGAN STANLEY133,302$10.0M0.00%Share
34LPL Financial LLC97,304$7.0M0.00%Share
35Prestige Wealth Management Group LLC70$5.0M0.00%Share
36Realta Investment Advisors56$4.0M0.00%Share
37Gerber Kawasaki Wealth & Investment Management42,909$3.5M0.12%Share
38Triumph Capital Management34$2.0M0.00%Share
39Institute for Wealth Management, LLC.20,268$1.7M0.18%Share
40Q3 Asset Management17,429$1.4M0.33%Share
41NewEdge Wealth, LLC15,701$1.3M0.01%Share
42Mariner, LLC12,220$1.0M0.00%Share
43Cetera Investment Advisers22,675$1.0M0.00%Share
44ENVESTNET ASSET MANAGEMENT INC20,660$1.0M0.00%Share
45Newman Dignan & Sheerar, Inc.10,070$827K0.17%Share
46One Capital Management, LLC9,687$795K0.02%Share
47RFG Advisory, LLC8,455$694K0.01%Share
48AXXCESS WEALTH MANAGEMENT, LLC4,725$388K0.00%Share
49WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4,562$383K0.00%Share
50Hills Bank & Trust Co4,509$370K0.00%Share

PBE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025108$37.1B+39
Q3 202569$45.2B-16
Q2 202585$61.4B-9
Q1 202594$79.4B+5
Q4 202489$706.0B+8
Q3 202481$25.7T+0
Q2 202481$22.7T+2
Q1 202479$222.6T—

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As of Q4 2025, 50 institutional investors hold PBE (Invesco Biotechnology & Genome ETF). The largest holder is UNITED CAPITAL FINANCIAL ADVISORS, LLC with $8.0B in shares. This quarter, 11 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own PBE?

As of Q4 2025, 50 institutional investors report holding PBE (Invesco Biotechnology & Genome ETF) in their 13F filings.

Who is the largest institutional holder of PBE?

The largest institutional holder of PBE is UNITED CAPITAL FINANCIAL ADVISORS, LLC with $8.0B in shares.

Is institutional ownership of PBE increasing or decreasing?

This quarter, 11 institutions opened new positions in PBE and 3 closed their positions.