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Invesco Biotechnology & Genome ETF (PBE) Institutional Ownership

Invesco Biotechnology & Genome ETF logo
$69.14
+0.94 (+1.38%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco Biotechnology & Genome ETF (NYSEARCA:PBE)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$9.12M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$1.54M
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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
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%
10/28/2024 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%
8/22/2024Cetera 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%
7/25/2024Institute 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%
5/8/2024 US 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%
2/5/2024Penobscot 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%
1/18/2024 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%
11/13/2023Kestra Advisory Services LLC6,362$363K0.0%+4.2%0.160%
11/9/2023Investment House LLC4,650$265K0.0%-11.0%0.117%
11/9/2023UBS Group AG94,250$5.38M0.0%+9.6%2.374%
11/8/2023Penobscot 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%
11/8/2023Newman Dignan & Sheerar Inc.11,186$638K0.2%-12.7%0.282%
11/2/2023M&T Bank Corp10,225$583K0.0%-49.1%0.258%
10/25/2023 Massachusetts Wealth Management8,990$513K0.5%-3.7%0.226%
10/24/2023Raymond James & Associates5,979$341K0.0%-9.1%0.151%
10/24/2023 Dakota Wealth Management12,280$700K0.0%+2.1%0.309%
10/23/2023 YHB Investment Advisors Inc.22,555$1.29M0.1%-2.2%0.568%
10/17/2023CreativeOne Wealth LLC25,481$1.45M0.1%-10.7%0.642%
8/11/2023Covestor Ltd738$45K0.0%+45.6%0.019%
8/10/2023GeoWealth Management LLC4,066$250K0.0%+49.9%0.102%
8/10/2023 YHB Investment Advisors Inc.23,055$1.41M0.1%+0.9%0.581%
8/10/2023Cetera Advisor Networks LLC17,888$1.10M0.0%-3.9%0.451%
8/10/2023Cetera Investment Advisers10,933$670K0.0%+52.4%0.275%
8/9/2023Banque Cantonale Vaudoise3,730$229K0.0%-42.9%0.094%
8/4/2023Parallel Advisors LLC746$46K0.0%N/A0.019%
8/3/2023 Massachusetts Wealth Management9,340$572K0.5%+7.8%0.235%
8/2/2023Newman Dignan & Sheerar Inc.12,811$785K0.2%-3.3%0.323%
8/2/2023Bank of Montreal Can3,465$220K0.0%N/A0.087%
7/31/2023LPL Financial LLC53,027$3.25M0.0%-9.7%1.336%
7/31/2023 Dakota Wealth Management12,030$737K0.0%-4.8%0.303%
7/28/2023First Republic Investment Management Inc.15,523$951K0.0%+2.2%0.386%
7/26/2023 Creative Financial Designs Inc. ADV3,248$199K0.0%+43.3%0.081%
7/25/2023Raymond James Financial Services Advisors Inc.17,372$1.07M0.0%+5.7%0.432%
7/25/2023Raymond James & Associates6,579$403K0.0%+7.4%0.164%
7/12/2023 Pacific Sun Financial Corp8,345$524K0.4%N/A0.208%
7/6/2023 Capital Market Strategies LLC3,677$225K0.2%N/A0.091%
5/15/2023Matrix Private Capital Group LLC750$47K0.0%N/A0.019%
5/11/2023Envestnet Asset Management Inc.10,946$687K0.0%+29.9%0.272%
5/10/2023LPL Financial LLC58,718$3.69M0.0%+33.8%1.461%
5/9/2023Aptus Capital Advisors LLC1,450$91K0.0%N/A0.036%
4/28/2023 Janney Montgomery Scott LLC5,495$345K0.0%-12.2%0.137%
4/27/2023 Strategic Advisors LLC4,107$258K0.1%N/A0.102%
4/27/2023 Massachusetts Wealth Management8,665$544K0.6%-4.9%0.216%
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4/25/2023 Creative Financial Designs Inc. ADV2,266$142K0.0%+14.2%0.056%
4/20/2023Institute for Wealth Management LLC.20,890$1.31M0.3%-1.3%0.520%
4/17/2023 Hills Bank & Trust Co7,522$472K0.1%-6.4%0.187%
4/17/2023 Signet Financial Management LLC5,026$315K0.1%N/A0.125%
4/14/2023 Dakota Wealth Management12,630$793K0.1%-1.9%0.314%
4/14/2023Raymond James Financial Services Advisors Inc.16,429$1.03M0.0%+2.4%0.409%
4/14/2023Raymond James & Associates6,126$385K0.0%+3.3%0.152%
4/12/2023 Flagship Harbor Advisors LLC8,366$525K0.0%-3.2%0.209%
4/10/2023 First PREMIER Bank670$42K0.0%N/A0.017%
2/17/2023 Massachusetts Wealth Management9,115$609K0.6%N/A0.228%
(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, 61 institutional investors and hedge funds held shares of Invesco Biotechnology & Genome ETF. The most heavily invested institutionals were Gerber Kawasaki Wealth & Investment Management ($11.96M), UBS Group AG ($5.38M), LPL Financial LLC ($3.25M), CreativeOne Wealth LLC ($2.61M), Cetera Investment Advisers ($1.81M), One Capital Management LLC ($1.65M), and YHB Investment Advisors Inc. ($1.59M).Learn more on PBE's institutional investors.

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

Of the 47 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: CreativeOne Wealth LLC ($40.05K), Gerber Kawasaki Wealth & Investment Management ($28.46K), One Capital Management LLC ($25.94K), Massachusetts Wealth Management ($18.98K), Cetera Investment Advisers ($18.59K), LPL Financial LLC ($16.10K), and NewEdge Wealth LLC ($15.06K).

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

Institutional investors have bought a total of 296,691 shares in the last 24 months. This purchase volume represents approximately $18.60M in transactions.

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

Of the 31 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: M&T Bank Corp ($30.55K), LPL Financial LLC ($5.69K), UBS Group AG ($5.19K), Newman Dignan & Sheerar Inc. ($3.83K), Banque Cantonale Vaudoise ($3.05K), CreativeOne Wealth LLC ($3.05K), and Envestnet Asset Management Inc. ($2.15K).

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

Institutional investors have sold a total of 72,518 shares in the last 24 months. This volume of shares sold represents approximately $4.49M in transactions.


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This page (NYSEARCA:PBE) was last updated on 11/2/2024 by MarketBeat.com Staff
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