Free Trial
→ Critical AI announcement set to ignite AI 2.0 (From Timothy Sykes) (Ad) Free PBE Stock Alerts

Invesco Biotechnology & Genome ETF (PBE) Institutional Ownership

$64.30 -1.32 (-2.01%)
As of 04:10 PM Eastern
Compare

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)
$9.33M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$4.40M
Get PBE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Biotechnology & Genome ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PBE Institutional Buying and Selling by Quarter

Invesco Biotechnology & Genome ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Newman 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%
4/29/2025Envestnet 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%
4/17/2025Pacific Sun Financial Corp6,043$383K0.2%-4.0%0.168%
4/17/2025Massachusetts 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%
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%
Altucher: Trump’s Great Gain is starting (Ad)

New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Trump’s Great Gain” has officially begun. Altucher believes select cryptos could turn $900 into $108,000 over the next 12 months — and he’s laying out the full gameplan in a new presentation.

See Altucher’s Trump crypto prediction here
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%
2/12/2025Penobscot 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%
2/3/2025Pacific Sun Financial Corp6,293$419K0.2%-7.0%0.156%
1/30/2025Newman Dignan & Sheerar Inc.10,872$723K0.2%-4.8%0.269%
1/27/2025Massachusetts 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%
10/28/2024US Bancorp DE16,500$1.15M0.0%-1.8%0.408%
10/25/2024Strategic Blueprint LLC3,196$223K0.0%-32.0%0.079%
10/23/2024Massachusetts Wealth Management18,184$1.27M0.8%+7.3%0.450%
10/23/2024 Dakota Wealth Management9,270$647K0.0%-11.5%0.229%
10/10/2024Carnegie Investment Counsel2,916$204K0.0%N/A0.072%
10/9/2024Pacific 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%
8/1/2024Massachusetts 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%
7/19/2024Pacific 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%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
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%
(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 53 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 142,294 shares in the last 24 months. This purchase volume represents approximately $9.33M 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 66,737 shares in the last 24 months. This volume of shares sold represents approximately $4.40M in transactions.


Related Companies

This page (NYSEARCA:PBE) was last updated on 7/18/2025 by MarketBeat.com Staff
From Our Partners
Critical AI announcement set to ignite AI 2.0
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
Miss This Window And You Miss Everything
There’s a moment in every crypto cycle when everything just clicks — and that moment is now. This is the ph...
Crypto Swap Profits | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Hedge fund legend humiliates Bitcoin traders
Larry Benedict made $274 million trading on Wall Street… Barron’s ranked his hedge fund in the top 1% world...
Brownstone Research | Sponsored
FREE BUY ALERT: These 3 tiny AI stocks could surge
We're living in unprecedented times. Most people think it's too late to get into AI right now … That the...
Weiss Ratings | Sponsored
Will I be blacklisted?
Porter Stansberry says a financial force bigger than 9/11 or COVID is already ripping through America — and mo...
Porter & Company | Sponsored
Genesis 14:13-17 [HIDDEN MEANING?]
A mysterious Bible verse from Genesis may hold the key to unlocking what one expert calls an “American birthri...
Paradigm Press | Sponsored