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Invesco Biotechnology & Genome ETF (PBE) Institutional Ownership

Invesco Biotechnology & Genome ETF logo
$96.72 +1.78 (+1.87%)
Closing price 04:10 PM Eastern
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$96.67 -0.05 (-0.05%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco Biotechnology & Genome ETF (NYSEARCA:PBE)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$43.18M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$17.58M
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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
10/14/2026MinichMacGregor Wealth Management LLC3,819$372K0.1%N/A0.088%
10/9/2026Allen Mooney & Barnes Investment Advisors LLC2,100$204K0.0%N/A0.048%
10/8/2026YHB Investment Advisors Inc.22,296$2.17M0.1%N/A0.510%
9/23/2026Envestnet Asset Management Inc.22,250$2.00M0.0%+4.2%0.510%
9/9/2026Archford Capital Strategies LLC6,252$560K0.1%+6.7%0.198%
9/9/2026Integrated Wealth Concepts LLC942$84K0.0%N/A0.030%
9/9/2026NewEdge Advisors LLC648$58K0.0%-40.6%0.021%
9/2/2026Citadel Advisors LLC4,999$448K0.0%-41.7%0.159%
8/22/2026Compass Financial Management LLC300$27K0.0%N/A0.010%
8/12/2026Compass Financial Management LLC300$27K0.0%N/A0.010%
7/7/2026Dynamic Advisor Solutions LLC5,398$484K0.0%N/A0.174%
5/19/2026Bank of America Corp DE59,290$4.70M0.0%-4.0%1.906%
5/18/2026Royal Bank of Canada59,329$4.70M0.0%+25.9%1.908%
5/13/2026Cetera Investment Advisers23,139$1.83M0.0%+2.0%0.744%
5/1/2026Fifth Third Bancorp378$30K0.0%N/A0.012%
4/30/2026Kestra Advisory Services LLC6,280$497K0.0%+7.0%0.201%
4/22/2026Janney Montgomery Scott LLC3,830$303K0.0%-9.0%0.122%
3/17/2026Rockefeller Capital Management L.P.10,666$876K0.0%+6.7%0.332%
2/18/2026NewEdge Advisors LLC1,043$86K0.0%+18.1%0.032%
2/18/2026VestGen Advisors LLC2,610$214K0.0%-44.3%0.081%
2/17/2026Cetera Investment Advisers22,675$1.86M0.0%+3.1%0.706%
2/17/2026GeoWealth Management LLC2,010$165K0.0%-23.3%0.063%
2/17/2026Osaic Holdings Inc.8,963$736K0.0%-4.8%0.279%
2/17/2026Royal Bank of Canada47,114$3.87M0.0%-0.6%1.468%
2/16/2026MML Investors Services LLC2,497$205K0.0%N/A0.078%
2/13/2026CreativeOne Wealth LLC11,384$935K0.0%-4.5%0.355%
2/13/2026Stifel Financial Corp6,409$526K0.0%-6.3%0.200%
2/13/2026Wells Fargo & Company MN46,856$3.85M0.0%-0.7%1.460%
2/13/2026Gerber Kawasaki Wealth & Investment Management42,909$3.53M0.1%-7.0%1.337%
2/12/2026Commonwealth Equity Services LLC21,913$1.80M0.0%-12.4%0.683%
2/12/2026Steward Partners Investment Advisory LLC1,250$103K0.0%+51.5%0.039%
2/12/2026Moneta Group Investment Advisors LLC2,718$223K0.0%N/A0.085%
2/12/2026Colonial Trust Advisors304$25K0.0%N/A0.009%
2/11/2026Janney Montgomery Scott LLC4,208$346K0.0%-3.1%0.131%
2/11/2026LPL Financial LLC97,304$7.99M0.0%+5.0%3.031%
2/11/2026Wharton Business Group LLC2,739$225K0.0%N/A0.085%
2/10/2026One Capital Management LLC9,687$796K0.0%-5.0%0.302%
2/10/2026Northwestern Mutual Wealth Management Co.2,335$192K0.0%-36.9%0.073%
2/9/2026Harbour Investments Inc.519$43K0.0%-25.4%0.016%
2/5/2026Northwestern Mutual Wealth Management Co.342,971$28.18M0.0%+9,169.5%10.684%
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2/5/2026Western Wealth Management LLC2,731$224K0.0%N/A0.085%
2/5/2026Pacific Sun Financial Corp4,847$398K0.2%-6.5%0.151%
2/3/2026RFG Advisory LLC8,455$695K0.0%+6.6%0.263%
1/29/2026Comerica Bank378$31K0.0%+86.2%0.012%
1/29/2026UBS Group AG67,361$5.53M0.0%-6.5%2.098%
1/27/2026Q3 Asset Management17,429$1.43M0.3%N/A0.543%
1/27/2026Institute for Wealth Management LLC.20,268$1.67M0.2%-2.4%0.631%
1/26/2026Massachusetts Wealth Management17,919$1.47M0.7%-2.3%0.560%
1/22/2026Newman Dignan & Sheerar Inc.10,070$827K0.2%+3.0%0.316%
1/20/2026Stratos Wealth Partners LTD.3,165$260K0.0%N/A0.099%
1/9/2026BOS Asset Management LLC2,439$200K0.1%N/A0.077%
1/8/2026Wealth Enhancement Advisory Services LLC4,562$383K0.0%-4.0%0.144%
1/8/2026Signet Financial Management LLC3,299$271K0.0%-10.5%0.104%
1/7/2026Harbor Investment Advisory LLC1,275$105K0.0%+750.0%0.040%
11/18/2025Advisory Services Network LLC1,173$82K0.0%N/A0.037%
11/17/2025NewEdge Advisors LLC883$62K0.0%+63.2%0.028%
11/17/2025United Capital Financial Advisors LLC85,095$5.95M0.0%N/A2.719%
11/17/2025Citadel Advisors LLC2,953$206K0.0%N/A0.094%
11/17/2025Bank of America Corp DE59,918$4.19M0.0%+2.5%1.914%
11/14/2025Raymond James Financial Inc.8,078$564K0.0%+1.8%0.258%
11/14/2025One Capital Management LLC10,200$713K0.0%-20.5%0.326%
11/13/2025Pacific Sun Financial Corp5,185$362K0.2%-7.7%0.166%
11/13/2025GeoWealth Management LLC2,621$183K0.0%-7.5%0.084%
11/13/2025UBS Group AG72,025$5.03M0.0%-5.2%2.301%
11/13/2025Gerber Kawasaki Wealth & Investment Management46,137$3.22M0.1%-81.8%1.474%
11/13/2025CreativeOne Wealth LLC11,916$833K0.0%-22.3%0.381%
11/13/2025Blair William & Co. IL1,000$70K0.0%+150.0%0.032%
11/10/2025Abbot Financial Management Inc.12,425$868K0.4%-2.4%0.397%
11/7/2025Signet Financial Management LLC3,687$258K0.0%-15.3%0.118%
11/7/2025PNC Financial Services Group Inc.574$40K0.0%+74.5%0.018%
11/6/2025RFG Advisory LLC7,934$554K0.0%+69.4%0.253%
11/5/2025Envestnet Asset Management Inc.19,723$1.38M0.0%+7.7%0.630%
10/31/2025Investment House LLC8,580$599K0.0%+14.7%0.274%
10/30/2025Joel Isaacson & Co. LLC3,025$211K0.0%N/A0.097%
10/17/2025Archford Capital Strategies LLC3,189$223K0.0%-13.1%0.102%
10/17/2025Sowell Financial Services LLC2,980$208K0.0%N/A0.095%
10/9/2025Newman Dignan & Sheerar Inc.9,772$683K0.1%-6.7%0.311%
9/4/2025Osaic Holdings Inc.9,441$605K0.0%+9.9%0.274%
8/15/2025IHT Wealth Management LLC15,339$983K0.0%-1.4%0.445%
8/15/2025Bank of America Corp DE58,465$3.75M0.0%-11.4%1.695%
8/15/2025Abbot Financial Management Inc.12,725$816K0.4%-3.6%0.369%
8/14/2025Raymond James Financial Inc.7,937$509K0.0%-12.7%0.230%
8/14/2025Investment House LLC7,480$479K0.0%-6.3%0.217%
8/14/2025Gerber Kawasaki Wealth & Investment Management254,172$16.29M0.6%+4.2%7.367%
8/13/2025VestGen Advisors LLC4,704$313K0.0%-6.9%0.136%
8/12/2025CreativeOne Wealth LLC15,333$983K0.0%-14.3%0.444%
8/12/2025JPMorgan Chase & Co.501$32K0.0%-93.6%0.015%
8/8/2025Cetera Investment Advisers20,398$1.31M0.0%-3.4%0.591%
8/8/2025Creative Planning3,223$207K0.0%-81.5%0.093%
8/7/2025Allworth Financial LP850$54K0.0%N/A0.025%
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8/5/2025Hills Bank & Trust Co4,887$313K0.0%-6.3%0.142%
8/4/2025Creative Financial Designs Inc. ADV2,971$190K0.0%-32.8%0.086%
7/30/2025Pacific Sun Financial Corp5,618$360K0.2%-7.0%0.163%
7/28/2025RFG Advisory LLC4,684$300K0.0%N/A0.136%
7/28/2025Axxcess Wealth Management LLC4,725$303K0.0%-10.4%0.137%
7/23/2025Massachusetts Wealth Management18,394$1.18M0.7%+1.0%0.530%
7/18/2025Newman Dignan & Sheerar Inc.10,472$671K0.2%-3.7%0.302%
7/17/2025Janney Montgomery Scott LLC5,080$326K0.0%-6.3%0.146%
7/17/2025Archford Capital Strategies LLC3,669$235K0.0%-19.2%0.106%
7/16/2025Dakota Wealth Management4,901$314K0.0%-38.5%0.141%


PBE Institutional Ownership - Frequently Asked Questions

During the previous two years, 84 institutional investors and hedge funds held shares of Invesco Biotechnology & Genome ETF. The most heavily invested institutionals were LPL Financial LLC ($7.99M), United Capital Financial Advisors LLC ($5.95M), UBS Group AG ($5.53M), Royal Bank of Canada ($4.70M), Bank of America Corp DE ($4.70M), Wells Fargo & Company MN ($3.85M), and Gerber Kawasaki Wealth & Investment Management ($3.53M).Learn more on Invesco Biotechnology & Genome ETF's institutional investors.

Of the 61 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: Northwestern Mutual Wealth Management Co. ($340.22K), United Capital Financial Advisors LLC ($85.10K), Raymond James Financial Inc. ($37.90K), Gerber Kawasaki Wealth & Investment Management ($37.13K), Royal Bank of Canada ($25.98K), YHB Investment Advisors Inc. ($22.30K), and Q3 Asset Management ($17.43K).

Institutional investors have bought a total of 535,631 shares in the last 24 months. This purchase volume represents approximately $43.18M in transactions.

Of the 24 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: Gerber Kawasaki Wealth & Investment Management ($211.26K), UBS Group AG ($8.62K), CreativeOne Wealth LLC ($3.95K), Citadel Advisors LLC ($3.57K), One Capital Management LLC ($3.14K), Commonwealth Equity Services LLC ($3.09K), and Bank of America Corp DE ($2.44K).

Institutional investors have sold a total of 246,690 shares in the last 24 months. This volume of shares sold represents approximately $17.58M in transactions.


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Institutional ownership data for NYSEARCA:PBE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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