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Invesco Biotechnology & Genome ETF (PBE) Institutional Ownership

$61.11 +0.87 (+1.44%)
As of 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)
35
Total
Institutional Inflows
(last 12 months)
$9.73M
Number of
Institutional Sellers
(last 12 months)
28
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
4/23/2025 Creative 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%
4/8/2025 Beese 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%
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%
2/13/2025Envestnet 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%
2/10/2025 Creative 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%
1/30/2025Newman 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%
1/17/2025Dakota Wealth Management9,070$603K0.0%-2.2%0.225%
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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%
10/28/2024 Creative Financial Designs Inc. ADV5,630$393K0.0%+5.6%0.139%
10/28/2024Hills Bank & Trust Co6,211$434K0.0%-7.4%0.154%
10/28/2024US Bancorp DE16,500$1.15M0.0%-1.8%0.408%
10/25/2024Strategic Blueprint LLC3,196$223K0.0%-32.0%0.079%
10/23/2024 Massachusetts Wealth Management18,184$1.27M0.8%+7.3%0.450%
10/23/2024Dakota Wealth Management9,270$647K0.0%-11.5%0.229%
10/10/2024Carnegie 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%
8/7/2024Ashton 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%
7/22/2024Investment 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%
7/16/2024 GPS Wealth Strategies Group LLC465$30K0.0%N/A0.012%
7/15/2024Newman 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%
5/11/2024Covestor Ltd955$62K0.0%+24.2%0.025%
5/8/2024US Bancorp DE16,800$1.09M0.0%+1.8%0.443%
4/30/2024Commonwealth Equity Services LLC13,862$897K0.0%+1.9%0.366%
4/29/2024Newman 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%
2/9/2024Abbot Financial Management Inc.15,000$988K0.6%-2.0%0.378%
2/9/2024CreativeOne Wealth LLC27,787$1.83M0.1%+9.0%0.700%
2/8/2024 Pacific Sun Financial Corp7,518$495K0.3%-6.6%0.189%
2/7/2024One Capital Management LLC19,799$1.30M0.1%N/A0.499%
2/7/2024Wharton Business Group LLC3,746$247K0.0%-13.8%0.094%
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2/6/2024Axxcess Wealth Management LLC5,342$352K0.0%N/A0.135%
2/6/2024M&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%
1/29/2024NewEdge Wealth LLC15,064$992K0.0%N/A0.379%
1/25/2024 Massachusetts Wealth Management12,190$803K0.6%+35.6%0.307%
1/24/2024Stratos Wealth Partners LTD.3,157$208K0.0%N/A0.080%
1/19/2024 Strategic Advisors LLC3,600$237K0.0%-12.7%0.091%
1/18/2024Global Retirement Partners LLC600$39K0.0%N/A0.015%
(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 ($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 55 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 279,980 shares in the last 24 months. This purchase volume represents approximately $18.08M 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 ($3.04K), 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 76,107 shares in the last 24 months. This volume of shares sold represents approximately $4.88M in transactions.


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This page (NYSEARCA:PBE) was last updated on 4/24/2025 by MarketBeat.com Staff
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