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Invesco Biotechnology & Genome ETF (PBE) Institutional Ownership

$65.54 +0.24 (+0.37%)
Closing price 08/1/2025 04:10 PM Eastern
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$65.41 -0.13 (-0.20%)
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Institutional Ownership Changes (13F Filings) for Invesco Biotechnology & Genome ETF (NYSEARCA:PBE)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$9.44M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$4.42M
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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
7/30/2025 Pacific Sun Financial Corp5,618$360K0.2%-7.0%0.163%
7/28/2025 RFG Advisory LLC4,684$300K0.0%N/A0.136%
7/28/2025 Axxcess Wealth Management LLC4,725$303K0.0%-10.4%0.137%
7/23/2025 Massachusetts Wealth Management18,394$1.18M0.7%+1.0%0.530%
7/18/2025 Newman Dignan & Sheerar Inc.10,472$671K0.2%-3.7%0.302%
7/17/2025 Janney Montgomery Scott LLC5,080$326K0.0%-6.3%0.146%
7/17/2025 Archford Capital Strategies LLC3,669$235K0.0%-19.2%0.106%
7/16/2025 Dakota Wealth Management4,901$314K0.0%-38.5%0.141%
7/15/2025 Signet Financial Management LLC4,351$279K0.0%+3.9%0.125%
7/10/2025 YHB Investment Advisors Inc.24,256$1.56M0.1%-1.0%0.697%
7/10/2025 Wealth Enhancement Advisory Services LLC4,751$312K0.0%-34.4%0.137%
5/16/2025Goldman Sachs Group Inc.37,657$2.39M0.0%+5.9%1.079%
5/15/2025Royal Bank of Canada75,402$4.78M0.0%+22.3%2.124%
5/15/2025Gerber Kawasaki Wealth & Investment Management243,959$15.48M0.7%+9.1%6.872%
5/14/2025CreativeOne Wealth LLC17,899$1.14M0.0%-20.0%0.504%
5/14/2025Northwestern Mutual Wealth Management Co.3,808$242K0.0%+33.1%0.107%
5/13/2025HighTower Advisors LLC6,862$435K0.0%-2.7%0.193%
5/8/2025Banque Cantonale Vaudoise530$34K0.0%N/A0.015%
5/7/2025LPL Financial LLC82,764$5.25M0.0%-10.1%2.331%
5/6/2025Cetera Investment Advisers21,118$1.34M0.0%-8.6%0.595%
5/5/2025Millstone Evans Group LLC1,684$107K0.1%+75.8%0.047%
5/2/2025 Dakota Wealth Management7,970$506K0.0%-12.1%0.221%
4/29/2025 Envestnet Asset Management Inc.18,436$1.17M0.0%-6.4%0.512%
4/25/2025Hills Bank & Trust Co5,217$331K0.0%-15.5%0.145%
4/23/2025Creative Financial Designs Inc. ADV4,419$280K0.0%-16.8%0.123%
4/17/2025 Janney Montgomery Scott LLC5,424$344K0.0%+12.5%0.151%
4/17/2025 Pacific Sun Financial Corp6,043$383K0.2%-4.0%0.168%
4/17/2025 Massachusetts Wealth Management18,204$1.16M0.8%-1.1%0.506%
4/16/2025 Wealth Enhancement Advisory Services LLC7,242$459K0.0%+78.1%0.201%
4/15/2025 Signet Financial Management LLC4,187$266K0.0%-4.0%0.116%
4/14/2025 Farther Finance Advisors LLC8,616$535K0.0%+256.8%0.239%
4/8/2025Beese Fulmer Investment Management Inc.3,400$216K0.0%N/A0.094%
3/17/2025 Wealth Enhancement Advisory Services LLC4,066$271K0.0%+10.6%0.111%
2/17/2025Two Sigma Investments LP4,100$273K0.0%-33.9%0.101%
2/17/2025Cetera Investment Advisers23,110$1.54M0.0%-2.3%0.572%
2/17/2025Citadel Advisors LLC8,551$569K0.0%N/A0.212%
2/17/2025Bank of America Corp DE68,973$4.59M0.0%+3.2%1.707%
2/14/2025Gerber Kawasaki Wealth & Investment Management223,568$14.87M0.6%+3.0%5.534%
2/14/2025Capital Analysts LLC1,715$114K0.0%+55.9%0.042%
2/14/2025IHT Wealth Management LLC11,200$745K0.0%-7.6%0.277%
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2/14/2025Stifel Financial Corp11,608$772K0.0%-11.2%0.287%
2/14/2025GeoWealth Management LLC10,246$682K0.0%-18.5%0.254%
2/13/2025CreativeOne Wealth LLC22,365$1.49M0.0%-18.6%0.554%
2/13/2025Raymond James Financial Inc.18,878$1.26M0.0%N/A0.467%
2/13/2025Bank 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%
2/13/2025Wells Fargo & Company MN74,304$4.94M0.0%-1.7%1.839%
2/12/2025JPMorgan 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%
2/11/2025LPL Financial LLC92,105$6.13M0.0%+1.7%2.280%
2/11/2025Millstone Evans Group LLC958$64K0.0%N/A0.024%
2/11/2025Investment House LLC7,980$531K0.0%+4.5%0.198%
2/10/2025Creative Financial Designs Inc. ADV5,313$353K0.0%-5.6%0.132%
2/10/2025Commonwealth Equity Services LLC26,002$1.73M0.0%+16.9%0.644%
2/10/2025 Farther Finance Advisors LLC2,415$161K0.0%N/A0.060%
2/6/2025One Capital Management LLC24,139$1.61M0.1%-0.9%0.598%
2/6/2025Raymond James Financial Inc.18,878$1.26M0.0%N/A0.467%
2/6/2025Jones 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%
1/21/2025Flagship Harbor Advisors LLC5,100$339K0.0%-37.4%0.126%
1/17/2025 Dakota Wealth Management9,070$603K0.0%-2.2%0.225%
11/15/2024MML Investors Services LLC3,621$253K0.0%-8.8%0.090%
11/15/2024Jane Street Group LLC4,221$295K0.0%N/A0.104%
11/15/2024Stifel Financial Corp13,065$912K0.0%-1.7%0.323%
11/15/2024IHT Wealth Management LLC12,124$847K0.0%+14.7%0.300%
11/15/2024HighTower Advisors LLC7,101$494K0.0%+64.1%0.176%
11/14/2024Captrust Financial Advisors3,107$217K0.0%-28.3%0.077%
11/14/2024CreativeOne Wealth LLC27,492$1.92M0.1%-21.1%0.680%
11/13/2024FMR LLC792$55K0.0%-17.7%0.020%
11/8/2024Howe & Rusling Inc.440$31K0.0%N/A0.011%
11/8/2024Banque Cantonale Vaudoise3,730$260K0.0%-24.4%0.092%
11/2/2024Covestor Ltd670$47K0.0%-29.3%0.017%
10/28/2024Creative Financial Designs Inc. ADV5,630$393K0.0%+5.6%0.139%
10/28/2024Hills 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%
8/22/2024Cetera Investment Advisers27,893$1.81M0.0%+2.1%0.690%
8/9/2024One 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%
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7/22/2024Investment 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%
7/16/2024GPS 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%
5/24/2024Cetera Investment Advisers27,332$1.77M0.0%+109.3%0.677%
5/16/2024B. Riley Wealth Advisors Inc.3,588$232K0.0%N/A0.089%
5/14/2024CreativeOne Wealth LLC40,351$2.61M0.1%+45.2%1.065%
(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, 73 institutional investors and hedge funds held shares of Invesco Biotechnology & Genome ETF. The most heavily invested institutionals were Gerber Kawasaki Wealth & Investment Management ($15.48M), UBS Group AG ($5.38M), LPL Financial LLC ($5.25M), Wells Fargo & Company MN ($4.94M), Royal Bank of Canada ($4.78M), Bank of America Corp DE ($4.59M), and Goldman Sachs Group Inc. ($2.39M).Learn more on Invesco Biotechnology & Genome ETF's institutional investors.

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

Of the 52 institutional investors that purchased Invesco Biotechnology & Genome ETF's 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), Gerber Kawasaki Wealth & Investment Management ($26.92K), One Capital Management LLC ($25.94K), Cetera Investment Advisers ($18.59K), NewEdge Wealth LLC ($15.06K), CreativeOne Wealth LLC ($14.87K), and Royal Bank of Canada ($13.77K).

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

Institutional investors have bought a total of 143,993 shares in the last 24 months. This purchase volume represents approximately $9.44M in transactions.

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

Of the 32 institutional investors that sold Invesco Biotechnology & Genome ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CreativeOne Wealth LLC ($16.95K), LPL Financial LLC ($9.34K), Dakota Wealth Management ($5.57K), Flagship Harbor Advisors LLC ($3.04K), Bank of Montreal Can ($2.74K), Cetera Investment Advisers ($2.54K), and Envestnet Asset Management Inc. ($2.51K).

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

Institutional investors have sold a total of 67,045 shares in the last 24 months. This volume of shares sold represents approximately $4.42M in transactions.


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This page (NYSEARCA:PBE) was last updated on 8/4/2025 by MarketBeat.com Staff
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