Vault-13

INVESCO EXCHANGE TRADED FD T PBE

BIOTECHNOLOGY · ETP · CUSIP 46137V787

101 institutional holders -8 vs Q4 2025
1,021,5531.0m shares reported held*
$80.9mreported value*
7 new 24 added 29 reduced 13 sold out net sold ≈ $4.0m (-50.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($78.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $79.17.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 88Q4 22: 104Q1 23: 102Q2 23: 98Q3 23: 99Q4 23: 97Q1 24: 102Q2 24: 103Q3 24: 104Q4 24: 98Q1 25: 96Q2 25: 96Q3 25: 99Q4 25: 109Q1 26: 101101Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202288
Q4 2022104
Q1 2023102
Q2 202398
Q3 202399
Q4 202397
Q1 2024102
Q2 2024103
Q3 2024104
Q4 202498
Q1 202596
Q2 202596
Q3 202599
Q4 2025109
Q1 2026101

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q2 24: 34 bought or addedQ2 24: 32 cut or sold outQ3 24: 23 bought or addedQ3 24: 42 cut or sold outQ3 24Q4 24: 24 bought or addedQ4 24: 41 cut or sold outQ1 25: 20 bought or addedQ1 25: 37 cut or sold outQ1 25Q2 25: 21 bought or addedQ2 25: 40 cut or sold outQ3 25: 28 bought or addedQ3 25: 39 cut or sold outQ3 25Q4 25: 44 bought or addedQ4 25: 36 cut or sold outQ1 26: 31 bought or addedQ1 26: 42 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243432
Q3 20242342
Q4 20242441
Q1 20252037
Q2 20252140
Q3 20252839
Q4 20254436
Q1 20263142

Biggest buyers

ROYAL BANK OF CANADA Added +12,215+12.2k
BENJAMIN EDWARDS INC New +10,397+10.4k
CITADEL ADVISORS LLC New +8,571+8.6k
Summit Financial, LLC New +3,295+3.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +2,799+2.8k
Archford Capital Strategies, LLC Added +2,602+2.6k
UBS Group AG Added +1,615+1.6k
Creative Planning Added +1,400+1.4k
JONES FINANCIAL COMPANIES LLLP Added +1,385+1.4k
Advisory Services Network, LLC New +1,176+1.2k

Biggest sellers

Q3 Asset Management Sold out -17,429-17.4k
IHT Wealth Management, LLC Sold out -14,814-14.8k
LPL Financial LLC Reduced -10,564-10.6k
TWO SIGMA INVESTMENTS, LP Sold out -9,000-9.0k
Gerber Kawasaki Wealth & Investment Management Reduced -7,669-7.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -7,624-7.6k
WELLS FARGO & COMPANY/MN Reduced -7,554-7.6k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -4,725-4.7k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Sold out -4,562-4.6k
Cambridge Investment Research Advisors, Inc. Sold out -2,583-2.6k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 131,779131.8k $10.4m $10.4m 0.00% Reduced -1.5k -1,524
2 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.05% of their portfolio IRVING, TX 101,985102.0k $8.1m $8.1m 0.05% Reduced -222 -222
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 86,74086.7k $6.9m $6.9m 0.00% Reduced -10.6k -10,564
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 68,97669.0k $5.5m $5.5m 0.00% Added +1.6k +1,615
5 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 59,32959.3k $4.7m $4.7m 0.00% Added +12.2k +12,215
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 59,29059.3k $4.7m $4.7m 0.00% Reduced -2.4k -2,441
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 39,30239.3k $3.1m $3.1m 0.00% Reduced -7.6k -7,554
8 Gerber Kawasaki Wealth & Investment Management 0.09% of their portfolio SANTA MONICA, CA 35,24035.2k $2.8m $2.8m 0.09% Reduced -7.7k -7,669
9 YHB Investment Advisors, Inc. 0.14% of their portfolio West Hartford, CT 24,38624.4k $1.9m $1.9m 0.14% Added +5 +5
10 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 23,13923.1k $1.8m $1.8m 0.00% Added +464 +464
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 21,36221.4k $1.7m $1.7m 0.00% Added +702 +702
12 Institute for Wealth Management, LLC. 0.17% of their portfolio DENVER, CO 20,26820.3k $1.6m $1.6m 0.17% Unchanged
13 Penobscot Investment Management Company, Inc. 0.12% of their portfolio BOSTON, MA 19,45019.4k $1.5m $1.5m 0.12% Unchanged
14 Massachusetts Wealth Management 0.61% of their portfolio NORTH ANDOVER, MA 17,81417.8k $1.4m $1.4m 0.61% Reduced -105 -105
15 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 16,50016.5k $1.3m $1.3m 0.00% Unchanged
16 NewEdge Wealth, LLC 0.01% of their portfolio STAMFORD, CT 15,70115.7k $1.2m $1.2m 0.01% Unchanged
17 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 14,28914.3k $1.1m $1.1m 0.00% Reduced -7.6k -7,624
18 Abbot Financial Management, Inc. 0.42% of their portfolio ANDOVER, MA 12,42512.4k $983.8k $983.8k 0.42% Unchanged
19 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,22012.2k $967.6k $967.6k 0.00% Unchanged
20 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 12,21912.2k $967.5k $967.5k 0.02% Added +835 +835
21 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 10,66710.7k $844.6k $844.6k 0.00% Added +1 +1
22 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 10,56610.6k $836.6k $836.6k 0.00% Added +651 +651
23 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 10,39710.4k $823.7k $823.7k 0.01% New
24 Newman Dignan & Sheerar, Inc. 0.16% of their portfolio PROVIDENCE, RI 9,5709.6k $757.8k $757.8k 0.16% Reduced -500 -500
25 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 9,3399.3k $743.0k $743.0k 0.01% Added +563 +563
26 One Capital Management, LLC 0.02% of their portfolio WESTLAKE VILLAGE, CA 9,3149.3k $737.5k $737.5k 0.02% Reduced -373 -373
27 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,8148.8k $697.9k $697.9k 0.00% Reduced -149 -149
28 INVESTMENT HOUSE LLC 0.04% of their portfolio REDONDO BEACH, CA 8,5808.6k $679.4k $679.4k 0.04% Unchanged
29 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,5718.6k $678.7k $678.7k 0.00% New
30 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 8,5108.5k $673.8k $673.8k 0.01% Added +55 +55
31 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 7,8897.9k $596.4k $596.4k 0.00% Added +1.4k +1,385
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,4037.4k $586.2k $586.2k 0.00% Added +2.8k +2,799
33 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 6,7466.7k $534.1k $534.1k 0.00% Reduced -146 -146
34 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 6,2806.3k $497.3k $497.3k 0.00% Added +411 +411
35 Archford Capital Strategies, LLC 0.05% of their portfolio SWANSEA, IL 5,8575.9k $463.8k $463.8k 0.05% Added +2.6k +2,602
36 FLAGSHIP HARBOR ADVISORS, LLC 0.02% of their portfolio BOSTON, MA 5,1005.1k $403.8k $403.8k 0.02% Unchanged
37 Pacific Sun Financial Corp 0.18% of their portfolio LOS ANGELES, CA 4,8074.8k $380.6k $380.6k 0.18% Reduced -40 -40
38 Hills Bank & Trust Co 0.02% of their portfolio North Liberty, IA 4,5594.6k $361.0k $361.0k 0.02% Unchanged
39 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 4,5054.5k $356.7k $356.7k 0.00% Added +1.4k +1,400
40 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 4,4104.4k $349.2k $349.2k 0.00% Reduced -2.0k -1,999
41 GSA CAPITAL PARTNERS LLP 0.02% of their portfolio LONDON, X0 4,2394.2k $336.0k $336.0k 0.02% Unchanged
42 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 4,0214.0k $318.4k $318.4k 0.00% Added +414 +414
43 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 3,8303.8k $303.0k $303.0k 0.00% Reduced -378 -378
44 CWM, LLC 0.00% of their portfolio OMAHA, NE 3,3173.3k $262.6k $262.6k 0.00% Added +1 +1
45 SIGNET FINANCIAL MANAGEMENT, LLC 0.03% of their portfolio PARSIPPANY, NJ 3,2953.3k $260.9k $260.9k 0.03% Reduced -4 -4
46 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 3,2953.3k $260.9k $260.9k 0.00% New
47 BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.02% of their portfolio CANTON, OH 3,2503.2k $257.3k $257.3k 0.02% Reduced -150 -150
48 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 3,1653.2k $250.6k $250.6k 0.00% Unchanged
49 Joel Isaacson & Co., LLC 0.01% of their portfolio NEW YORK, NY 3,0253.0k $239.5k $239.5k 0.01% Unchanged
50 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 3,0003.0k $237.5k $237.5k 0.00% Unchanged
51 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 2,9332.9k $232.2k $232.2k 0.01% Reduced -47 -47
52 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 2,8092.8k $222.4k $222.4k 0.01% Added +78 +78
53 MONETA GROUP INVESTMENT ADVISORS LLC 0.00% of their portfolio ST LOUIS, MO 2,6182.6k $207.3k $207.3k 0.00% Reduced -100 -100
54 BOS Asset Management, LLC 0.05% of their portfolio SPRINGFIELD, IL 2,5622.6k $202.9k $202.9k 0.05% Added +123 +123
55 Wharton Business Group, LLC 0.01% of their portfolio MALVERN, PA 2,5472.5k $201.7k $201.7k 0.01% Reduced -192 -192
56 VestGen Advisors, LLC 0.01% of their portfolio CHICAGO, IL 2,4612.5k $204.2k $204.2k 0.01% Reduced -149 -149
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,1452.1k $169.9k $169.9k 0.00% Reduced -190 -190
58 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 1,8771.9k $148.7k $148.7k 0.01% Reduced -133 -133
59 GLENMEDE TRUST CO NA 0.00% of their portfolio PHILADELPHIA, PA 1,8601.9k $147.3k $147.3k 0.00% Unchanged
60 Millstone Evans Group, LLC 0.08% of their portfolio BOULDER, CO 1,7821.8k $141.1k $141.1k 0.08% Unchanged
61 WEBSTER BANK, N. A. 0.01% of their portfolio WATERBURY, CT 1,6701.7k $132.2k $132.2k 0.01% Unchanged
62 FMR LLC 0.00% of their portfolio BOSTON, MA 1,4241.4k $112.7k $112.7k 0.00% Added +536 +536
63 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,2791.3k $101.3k $101.3k 0.00% Added +429 +429
64 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 1,1761.2k $93.1k $93.1k 0.00% New
65 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,1761.2k $93.1k $93.1k 0.00% Reduced -74 -74
66 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,1381.1k $90.0k $90.0k 0.00% Reduced -59 -59
67 Innovative Asset Advisors Group, LLC 0.05% of their portfolio SHELTON, CT 1,1001.1k $87.1k $87.1k 0.05% First filing
68 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,0911.1k $86.4k $86.4k 0.00% Added +48 +48
69 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 1,0001.0k $79.2k $79.2k 0.00% Unchanged
70 First PREMIER Bank 0.01% of their portfolio SIOUX FALLS, SD 670670 $53.0k $53.0k 0.01% Unchanged
71 BlackRock, Inc. 0.00% of their portfolio New York, NY 663663 $52.5k $52.5k 0.00% Unchanged
72 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 658658 $52.1k $52.1k 0.00% Added +58 +58
73 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 619619 $49.0k $49.0k 0.00% Reduced -111 -111
74 OAKWORTH CAPITAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 611611 $48.4k $48.4k 0.00% Unchanged
75 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 516516 $40.9k $40.9k 0.00% Unchanged
76 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 503503 $39.8k $39.8k 0.00% Unchanged
77 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 500500 $38.4k $38.4k 0.00% Unchanged
78 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 441441 $34.9k $34.9k 0.00% Reduced -78 -78
79 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 427427 $33.8k $33.8k 0.00% Reduced -88 -88
80 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 400400 $31.7k $31.7k 0.00% New
81 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 378378 $29.9k $29.9k 0.00% New
82 Financial Perspectives, Inc 0.01% of their portfolio MINNEAPOLIS, MN 350350 $27.7k $27.7k 0.01% Unchanged
83 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 345345 $27.3k $27.3k 0.00% Added +20 +20
84 LOM Asset Management Ltd 0.01% of their portfolio Hamilton, D0 300300 $23.8k $23.8k 0.01% Unchanged
85 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 213213 $16.9k $16.9k 0.00% Unchanged
86 McIlrath & Eck, LLC 0.00% of their portfolio ARLINGTON, WA 205205 $16.2k $16.2k 0.00% Unchanged
87 Financial Avengers, Inc. 0.01% of their portfolio OAKLAND, CA 202202 $16.0k $16.0k 0.01% Unchanged
88 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 150150 $11.9k $11.9k 0.00% Unchanged
89 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 150150 $11.9k $11.9k 0.00% Reduced -1.1k -1,125
90 ENTRUST FINANCIAL LLC 0.01% of their portfolio WAYNE, PA 150150 $11.9k $11.9k 0.01% Unchanged
91 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 140140 $11.1k $11.1k 0.00% Unchanged
92 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 125125 $9.9k $9.9k 0.00% Unchanged
93 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 100100 $7.9k $7.9k 0.00% Unchanged
94 Prestige Wealth Management Group LLC 0.00% of their portfolio FLEMINGTON, NJ 7070 $5.5k $5.5k 0.00% Unchanged
95 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 6464 $5.1k $5.1k 0.00% New
96 Realta Investment Advisors 0.00% of their portfolio WILMINGTON, DE 5656 $4.4k $4.4k 0.00% Unchanged
97 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 5050 $4.0k $4.0k 0.00% Unchanged
98 MCGUIRE CAPITAL ADVISORS INC 0.00% of their portfolio BETHANY, OK 4545 $3.6k $3.6k 0.00% Unchanged
99 Triumph Capital Management 0.00% of their portfolio DENVER, CO 3434 $2.7k $2.7k 0.00% Unchanged
100 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 2121 $1.7k $1.7k 0.00% Unchanged