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Invesco Biotechnology & Genome ETF (PBE) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Invesco Biotechnology & Genome ETF (NYSEARCA:PBE)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$8.33M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$2.05M
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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
4/23/2024 Raymond 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%
4/10/2024 Banque 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%
2/8/2024Pacific 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%
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%
1/29/2024YHB 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%
1/24/2024 Stratos Wealth Partners LTD.3,157$208K0.0%N/A0.080%
1/19/2024 Strategic Advisors LLC3,600$237K0.0%-12.7%0.091%
1/18/2024 Global Retirement Partners LLC600$39K0.0%N/A0.015%
1/16/2024 Raymond James Financial Services Advisors Inc.16,849$1.11M0.0%-2.3%0.424%
1/16/2024 Raymond James & Associates13,247$872K0.0%+121.6%0.334%
1/10/2024Creative 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%
10/24/2023 Raymond James & Associates5,979$341K0.0%-9.1%0.151%
10/24/2023 Dakota Wealth Management12,280$700K0.0%+2.1%0.309%
10/23/2023YHB 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%
8/10/2023YHB 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%
8/9/2023 Banque Cantonale Vaudoise3,730$229K0.0%-42.9%0.094%
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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%
7/26/2023Creative Financial Designs Inc. ADV3,248$199K0.0%+43.3%0.081%
7/25/2023 Raymond James Financial Services Advisors Inc.17,372$1.07M0.0%+5.7%0.432%
7/25/2023 Raymond James & Associates6,579$403K0.0%+7.4%0.164%
7/12/2023Pacific 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%
4/28/2023Janney 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%
4/25/2023Creative 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%
4/17/2023Hills 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%
4/14/2023 Raymond James Financial Services Advisors Inc.16,429$1.03M0.0%+2.4%0.409%
4/14/2023 Raymond 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%
2/13/2023GeoWealth Management LLC2,329$147K0.0%-20.0%0.058%
2/13/2023M&T Bank Corp850$132K0.0%-95.8%0.021%
2/10/2023 Banque Cantonale Vaudoise6,530$415K0.0%+63.3%0.163%
2/9/2023Abbot Financial Management Inc.15,725$998K0.7%-4.3%0.393%
2/9/2023HBK Sorce Advisory LLC5,288$336K0.0%N/A0.132%
2/9/2023HighTower Advisors LLC4,671$296K0.0%N/A0.117%
2/8/2023 Raymond James Financial Services Advisors Inc.16,047$1.02M0.0%+10.8%0.401%
2/8/2023Belpointe Asset Management LLC810$51K0.0%N/A0.020%
2/8/2023UBS Group AG88,775$5.64M0.0%+3.6%2.219%
2/8/2023Gerber Kawasaki Wealth & Investment Management188,324$11.96M1.1%+2.4%4.708%
2/7/2023Commonwealth Equity Services LLC12,350$784K0.0%+6.3%0.309%
2/7/2023LPL Financial LLC43,878$2.79M0.0%+3.0%1.097%
2/7/2023Hollencrest Capital Management516$33K0.0%N/A0.013%
2/7/2023Envestnet Asset Management Inc.8,428$535K0.0%-20.3%0.211%
2/6/2023Hills Bank & Trust Co8,035$510K0.1%-11.7%0.201%
2/3/2023PRW Wealth Management LLC3,300$210K0.1%N/A0.083%
2/1/2023 CWM LLC3,450$219K0.0%-6.9%0.086%
2/1/2023Janney Montgomery Scott LLC6,255$397K0.0%-10.3%0.156%
1/27/2023 SignalPoint Asset Management LLC6,681$424K0.1%-2.6%0.167%
11/16/2022CreativeOne Wealth LLC25,184$1.48M0.1%N/A0.636%
11/16/2022Gerber Kawasaki Wealth & Investment Management183,926$10.84M1.0%+15.0%4.645%
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11/14/2022Abbot Financial Management Inc.16,425$968K0.7%-2.2%0.417%
11/10/2022 Dakota Wealth Management12,880$759K0.1%N/A0.327%
11/10/2022UBS Group AG85,705$5.05M0.0%-5.7%2.175%
11/1/2022Creative Financial Designs Inc. ADV1,986$117K0.0%N/A0.050%
10/31/2022Investment House LLC5,400$318K0.0%-3.6%0.137%
10/27/2022US Bancorp DE16,500$973K0.0%-2.7%0.419%
10/25/2022Janney Montgomery Scott LLC6,970$411K0.0%+5.3%0.177%
10/25/2022 Raymond James & Associates6,210$366K0.0%+13.3%0.158%
10/25/2022 Raymond James Financial Services Advisors Inc.14,489$854K0.0%+225.6%0.368%
10/18/2022Institute for Wealth Management LLC.21,306$1.26M0.3%-0.9%0.546%
(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 ($1.83M), YHB Investment Advisors Inc. ($1.50M), Institute for Wealth Management LLC. ($1.31M), and One Capital Management LLC ($1.30M).Learn more on PBE's institutional investors.

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

Of the 44 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: Gerber Kawasaki Wealth & Investment Management ($183.78K), UBS Group AG ($75.35K), CreativeOne Wealth LLC ($27.49K), One Capital Management LLC ($19.80K), LPL Financial LLC ($16.10K), Massachusetts Wealth Management ($15.50K), and NewEdge Wealth LLC ($15.06K).

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

Institutional investors have bought a total of 491,849 shares in the last 24 months. This purchase volume represents approximately $29.52M in transactions.

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

Of the 35 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), Steward Partners Investment Advisory LLC ($13.72K), Cetera Advisor Networks LLC ($6.93K), LPL Financial LLC ($5.69K), UBS Group AG ($5.19K), CreativeOne Wealth LLC ($3.05K), and Banque Cantonale Vaudoise ($2.80K).

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

Institutional investors have sold a total of 92,313 shares in the last 24 months. This volume of shares sold represents approximately $5.63M in transactions.


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This page (NYSEARCA:PBE) was last updated on 4/26/2024 by MarketBeat.com Staff

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