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Invesco Biotechnology & Genome ETF (PBE) Institutional Ownership

$68.11 -0.25 (-0.37%)
As of 02/21/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Biotechnology & Genome ETF (NYSEARCA:PBE)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$9.25M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$2.83M
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PBE Institutional Buying and Selling by Quarter

Invesco Biotechnology & Genome ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Two Sigma Investments LP4,100$273K0.0%-33.9%0.101%
2/17/2025 Cetera Investment Advisers23,110$1.54M0.0%-2.3%0.572%
2/17/2025 Citadel Advisors LLC8,551$569K0.0%N/A0.212%
2/17/2025 Bank of America Corp DE68,973$4.59M0.0%+3.2%1.707%
2/14/2025 Gerber Kawasaki Wealth & Investment Management223,568$14.87M0.6%+3.0%5.534%
2/14/2025 Capital Analysts LLC1,715$114K0.0%+55.9%0.042%
2/14/2025 IHT Wealth Management LLC11,200$745K0.0%-7.6%0.277%
2/14/2025 Stifel Financial Corp11,608$772K0.0%-11.2%0.287%
2/14/2025 GeoWealth Management LLC10,246$682K0.0%-18.5%0.254%
2/13/2025 CreativeOne Wealth LLC22,365$1.49M0.0%-18.6%0.554%
2/13/2025 Raymond James Financial Inc.18,878$1.26M0.0%N/A0.467%
2/13/2025 Bank of Montreal Can730$49K0.0%-78.9%0.018%
2/13/2025 Envestnet Asset Management Inc.19,694$1.31M0.0%-6.0%0.487%
2/13/2025 Wells Fargo & Company MN74,304$4.94M0.0%-1.7%1.839%
2/12/2025 JPMorgan Chase & Co.650$43K0.0%+30.0%0.016%
2/12/2025 Penobscot Investment Management Company Inc.19,450$1.29M0.1%+2.4%0.481%
2/11/2025 LPL Financial LLC92,105$6.13M0.0%+1.7%2.280%
2/11/2025 Millstone Evans Group LLC958$64K0.0%N/A0.024%
2/11/2025 Investment House LLC7,980$531K0.0%+4.5%0.198%
2/10/2025 Creative Financial Designs Inc. ADV5,313$353K0.0%-5.6%0.132%
2/10/2025 Commonwealth Equity Services LLC26,002$1.73M0.0%+16.9%0.644%
2/10/2025 Farther Finance Advisors LLC2,415$161K0.0%N/A0.060%
2/6/2025 One Capital Management LLC24,139$1.61M0.1%-0.9%0.598%
2/6/2025 Raymond James Financial Inc.18,878$1.26M0.0%N/A0.467%
2/6/2025 Jones Financial Companies Lllp2,315$154K0.0%+52.9%0.057%
2/3/2025 Pacific Sun Financial Corp6,293$419K0.2%-7.0%0.156%
1/30/2025 Newman Dignan & Sheerar Inc.10,872$723K0.2%-4.8%0.269%
1/27/2025 Massachusetts Wealth Management18,414$1.23M0.8%+1.3%0.456%
1/21/2025 Archford Capital Strategies LLC4,596$306K0.0%-13.5%0.114%
1/21/2025 Flagship Harbor Advisors LLC5,100$339K0.0%-37.4%0.126%
1/17/2025 Dakota Wealth Management9,070$603K0.0%-2.2%0.225%
11/15/2024 MML Investors Services LLC3,621$253K0.0%-8.8%0.090%
11/15/2024 Jane Street Group LLC4,221$295K0.0%N/A0.104%
11/15/2024 Stifel Financial Corp13,065$912K0.0%-1.7%0.323%
11/15/2024 IHT Wealth Management LLC12,124$847K0.0%+14.7%0.300%
11/15/2024 HighTower Advisors LLC7,101$494K0.0%+64.1%0.176%
11/14/2024 Captrust Financial Advisors3,107$217K0.0%-28.3%0.077%
11/14/2024 CreativeOne Wealth LLC27,492$1.92M0.1%-21.1%0.680%
11/13/2024 FMR LLC792$55K0.0%-17.7%0.020%
11/8/2024 Howe & Rusling Inc.440$31K0.0%N/A0.011%
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11/8/2024Banque Cantonale Vaudoise3,730$260K0.0%-24.4%0.092%
11/2/2024 Covestor Ltd670$47K0.0%-29.3%0.017%
10/28/2024 Creative Financial Designs Inc. ADV5,630$393K0.0%+5.6%0.139%
10/28/2024 Hills Bank & Trust Co6,211$434K0.0%-7.4%0.154%
10/28/2024 US Bancorp DE16,500$1.15M0.0%-1.8%0.408%
10/25/2024 Strategic Blueprint LLC3,196$223K0.0%-32.0%0.079%
10/23/2024 Massachusetts Wealth Management18,184$1.27M0.8%+7.3%0.450%
10/23/2024 Dakota Wealth Management9,270$647K0.0%-11.5%0.229%
10/10/2024 Carnegie Investment Counsel2,916$204K0.0%N/A0.072%
10/9/2024 Pacific Sun Financial Corp6,768$473K0.3%-3.2%0.168%
8/22/2024 Cetera Investment Advisers27,893$1.81M0.0%+2.1%0.690%
8/9/2024 One Capital Management LLC25,402$1.65M0.1%+31.9%0.629%
8/7/2024 Ashton Thomas Private Wealth LLC400$26K0.0%N/A0.010%
8/1/2024 Massachusetts Wealth Management16,944$1.10M0.7%+15.3%0.419%
7/31/2024Banque Cantonale Vaudoise4,934$320K0.0%-4.8%0.122%
7/29/2024 UMB Bank n.a.480$31K0.0%N/A0.012%
7/25/2024 Institute for Wealth Management LLC.20,784$1.35M0.2%-0.7%0.514%
7/22/2024 Investment House LLC7,635$495K0.0%+6.3%0.189%
7/19/2024 Pacific Sun Financial Corp6,993$453K0.3%-3.6%0.173%
7/17/2024 Archford Capital Strategies LLC5,508$357K0.1%N/A0.136%
7/16/2024 GPS Wealth Strategies Group LLC465$30K0.0%N/A0.012%
7/15/2024 Newman Dignan & Sheerar Inc.10,922$708K0.2%-3.2%0.270%
7/12/2024 Webster Bank N. A.1,670$108K0.0%-8.5%0.041%
5/24/2024Cetera Advisors LLC5,066$328K0.0%N/A0.125%
5/24/2024 Cetera Investment Advisers27,332$1.77M0.0%+109.3%0.677%
5/16/2024B. Riley Wealth Advisors Inc.3,588$232K0.0%N/A0.089%
5/14/2024 CreativeOne Wealth LLC40,351$2.61M0.1%+45.2%1.065%
5/11/2024 Covestor Ltd955$62K0.0%+24.2%0.025%
5/8/2024 US Bancorp DE16,800$1.09M0.0%+1.8%0.443%
4/30/2024 Commonwealth Equity Services LLC13,862$897K0.0%+1.9%0.366%
4/29/2024 Newman Dignan & Sheerar Inc.11,282$730K0.2%-11.1%0.298%
4/26/2024 YHB Investment Advisors Inc.24,606$1.59M0.1%+8.1%0.648%
4/23/2024Raymond James Financial Services Advisors Inc.18,967$1.23M0.0%+12.6%0.499%
4/19/2024 Massachusetts Wealth Management14,699$951K0.7%+20.6%0.387%
4/16/2024 Webster Bank N. A.1,825$118K0.0%-44.6%0.048%
4/10/2024Banque Cantonale Vaudoise5,184$335K0.0%+39.0%0.131%
2/9/2024 Abbot Financial Management Inc.15,000$988K0.6%-2.0%0.378%
2/9/2024 CreativeOne Wealth LLC27,787$1.83M0.1%+9.0%0.700%
2/8/2024 Pacific Sun Financial Corp7,518$495K0.3%-6.6%0.189%
2/7/2024 One Capital Management LLC19,799$1.30M0.1%N/A0.499%
2/7/2024 Wharton Business Group LLC3,746$247K0.0%-13.8%0.094%
2/6/2024 Axxcess Wealth Management LLC5,342$352K0.0%N/A0.135%
2/6/2024 M&T Bank Corp8,750$576K0.0%-14.4%0.220%
2/5/2024 Penobscot Investment Management Company Inc.11,150$734K0.1%+13.2%0.281%
1/30/2024 Signet Financial Management LLC4,581$302K0.0%-9.6%0.115%
1/29/2024 YHB Investment Advisors Inc.22,755$1.50M0.1%+0.9%0.573%
1/29/2024 NewEdge Wealth LLC15,064$992K0.0%N/A0.379%
1/25/2024 Massachusetts Wealth Management12,190$803K0.6%+35.6%0.307%
1/24/2024 Stratos Wealth Partners LTD.3,157$208K0.0%N/A0.080%
1/19/2024 Strategic Advisors LLC3,600$237K0.0%-12.7%0.091%
Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry." (Ad)

If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry.

You MUST act before March 17th.
1/18/2024 Global Retirement Partners LLC600$39K0.0%N/A0.015%
1/16/2024Raymond James Financial Services Advisors Inc.16,849$1.11M0.0%-2.3%0.424%
1/16/2024Raymond James & Associates13,247$872K0.0%+121.6%0.334%
1/10/2024 Creative Financial Designs Inc. ADV3,347$220K0.0%+6.6%0.084%
11/13/2023 Kestra Advisory Services LLC6,362$363K0.0%+4.2%0.160%
11/9/2023 Investment House LLC4,650$265K0.0%-11.0%0.117%
11/9/2023 UBS Group AG94,250$5.38M0.0%+9.6%2.374%
11/8/2023 Penobscot Investment Management Company Inc.9,850$562K0.1%N/A0.248%
11/8/2023J.P. Morgan Private Wealth Advisors LLC15,131$863K0.0%-2.5%0.381%
11/8/2023 Newman Dignan & Sheerar Inc.11,186$638K0.2%-12.7%0.282%
(Data available from 1/1/2016 forward)

PBE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PBE shares?

During the previous two years, 72 institutional investors and hedge funds held shares of Invesco Biotechnology & Genome ETF. The most heavily invested institutionals were Gerber Kawasaki Wealth & Investment Management ($14.87M), LPL Financial LLC ($6.13M), UBS Group AG ($5.38M), Wells Fargo & Company MN ($4.94M), Bank of America Corp DE ($4.59M), Commonwealth Equity Services LLC ($1.73M), and One Capital Management LLC ($1.61M).Learn more on PBE's institutional investors.

Which institutional investors have been buying Invesco Biotechnology & Genome ETF stock?

Of the 54 institutional investors that purchased Invesco Biotechnology & Genome ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($37.76K), One Capital Management LLC ($25.94K), Cetera Investment Advisers ($18.59K), LPL Financial LLC ($16.34K), NewEdge Wealth LLC ($15.06K), CreativeOne Wealth LLC ($14.87K), and Penobscot Investment Management Company Inc. ($11.60K).

How much institutional buying is happening at Invesco Biotechnology & Genome ETF?

Institutional investors have bought a total of 272,485 shares in the last 24 months. This purchase volume represents approximately $17.60M in transactions.

Which Invesco Biotechnology & Genome ETF major shareholders have been selling company stock?

Of the 40 institutional investors that sold Invesco Biotechnology & Genome ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CreativeOne Wealth LLC ($15.54K), M&T Bank Corp ($11.33K), LPL Financial LLC ($5.69K), Newman Dignan & Sheerar Inc. ($4.38K), Banque Cantonale Vaudoise ($4.25K), Flagship Harbor Advisors LLC ($3.32K), and Bank of Montreal Can ($2.74K).

How much institutional selling is happening at Invesco Biotechnology & Genome ETF?

Institutional investors have sold a total of 75,887 shares in the last 24 months. This volume of shares sold represents approximately $4.86M in transactions.


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This page (NYSEARCA:PBE) was last updated on 2/22/2025 by MarketBeat.com Staff
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