13FBOX
INVESCO BIOTECHNOLOGY & GENOME ETF · 13F Institutional Holdings
Options Calculator Rankings
I

INVESCO BIOTECHNOLOGY & GENOME ETF

PBE
Institutions
104
Combined AUM (Q2 2026)
$93.8M
Combined Shares (Q2 2026)
1.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+102,964
35 · 14 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-43,179
45 · 10 Exit · ≈
⚖️ Net
+59,785
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$93.8M
Institutions
104
New Buys
14
Adds
21
Reduces
35
Exits
10
Unchanged
34
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#66$13.3M148,498$6.8M97,986+50,512+51.55%Add
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.05%0.05%#12$9.4M104,341$8.1M101,985+2,356+2.31%Add
LPL Financial LLC
<0.01%<0.01%#51$8.3M92,322$6.9M86,740+5,582+6.44%Add
UBS Group AG
<0.01%<0.01%#61$6.1M68,097$5.5M68,976-879-1.27%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#80$5.1M57,290$4.7M59,290-2,000-3.37%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#67$4.5M50,488$4.7M59,329-8,841-14.90%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#70$3.5M38,558$3.1M39,302-744-1.89%Reduce
Gerber Kawasaki Wealth & Investment Management
0.08%0.09%#10$2.8M31,666$2.8M35,240-3,574-10.14%Reduce
Cetera Investment Advisers
<0.01%<0.01%#47$2.3M25,760$1.8M23,139+2,621+11.33%Add
YHB Investment Advisors, Inc.
0.13%0.14%#7$2.1M23,136$1.9M24,386-1,250-5.13%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#74$2.0M22,250$1.7M21,362+888+4.16%Add
Institute for Wealth Management, LLC.
0.16%0.17%#5$1.8M20,218$1.6M20,268-50-0.25%Reduce
Penobscot Investment Management Company, Inc.
0.12%0.12%#8$1.7M19,450$1.5M19,45000.00%Unchanged
Massachusetts Wealth Management
0.61%0.61%#1$1.6M17,784$1.4M17,814-30-0.17%Reduce
US BANCORP \DE\
<0.01%<0.01%#52$1.5M16,500$1.3M16,50000.00%Unchanged
NewEdge Wealth, LLC
0.01%0.01%#22$1.2M13,772$1.2M15,701-1,929-12.29%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#54$1.2M13,211$1.1M14,289-1,078-7.54%Reduce
Abbot Financial Management, Inc.
0.39%0.41%#2$1.1M12,225$983,81212,425-200-1.61%Reduce
Mariner, LLC
<0.01%<0.01%#58$1.1M11,820$967,55312,220-400-3.27%Reduce
CreativeOne Wealth, LLC
0.02%0.02%#16$976,48410,893$967,51312,219-1,326-10.85%Reduce
Rockefeller Capital Management L.P.
<0.01%<0.01%#55$956,86810,673$844,64910,667+6+0.06%Add
BENJAMIN EDWARDS INC
0.01%0.01%#30$929,41410,363$823,66410,397-34-0.33%Reduce
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#79$913,56210,186$596,3697,889+2,297+29.12%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#84$904,59510,090$836,62110,566-476-4.51%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#59$864,3019,641$697,9118,814+827+9.38%Add
Newman Dignan & Sheerar, Inc.
0.16%0.16%#4$840,0079,370$757,7539,570-200-2.09%Reduce
Farther Finance Advisors, LLC
0.01%0.01%#38$822,4369,174$743,0429,339-165-1.77%Reduce
RFG Advisory, LLC
0.01%0.01%#23$762,9108,510$673,8228,51000.00%Unchanged
One Capital Management, LLC
0.02%0.02%#17$737,4829,314$737,4829,31400.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#94$723,7338,073$586,1707,403+670+9.05%Add
INVESTMENT HOUSE LLC
0.03%0.04%#14$679,3648,580$679,3648,58000.00%Unchanged
HighTower Advisors, LLC
<0.01%<0.01%#69$605,8686,758$534,1416,746+12+0.18%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#50$593,7596,623$497,2886,280+343+5.46%Add
Archford Capital Strategies, LLC
0.06%0.05%#11$560,4836,252$463,7575,857+395+6.74%Add
Dynamic Advisor Solutions LLC
0.01%#21$483,9235,398$00+5,398New Buy
FLAGSHIP HARBOR ADVISORS, LLC
0.02%0.02%#18$457,2075,100$403,8185,10000.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#95$448,1534,999$678,6528,571-3,572-41.68%Reduce
AXXCESS WEALTH MANAGEMENT, LLC
0.01%#36$423,5904,725$00+4,725New Buy
JANE STREET GROUP, LLC
<0.01%#96$422,4244,712$00+4,712New Buy
Hills Bank & Trust Co
0.02%0.02%#19$403,3294,499$360,9824,559-60-1.32%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#81$389,6344,346$349,2034,410-64-1.45%Reduce
Creative Planning
<0.01%<0.01%#86$384,9964,295$356,6784,505-210-4.66%Reduce
GSA CAPITAL PARTNERS LLP
0.02%0.02%#15$368,9044,115$336,0004,239-124-2.93%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#97$360,7464,024$318,3834,021+3+0.07%Add
Janney Montgomery Scott LLC
<0.01%<0.01%#68$343,3543,830$303,0003,83000.00%Unchanged
PACIFIC SUN FINANCIAL CORP
0.14%0.18%#6$328,2933,662$380,6184,807-1,145-23.82%Reduce
TWO SIGMA INVESTMENTS, LP
<0.01%#87$304,8053,400$00+3,400New Buy
BEESE FULMER INVESTMENT MANAGEMENT, INC.
0.02%0.02%#20$291,3583,250$257,3353,25000.00%Unchanged
Connecticut Capital Management Group, LLC
0.23%#3$288,4883,218$00+3,218New Buy
Stratos Wealth Partners, LTD.
<0.01%<0.01%#43$285,9793,190$250,6053,165+25+0.79%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow