Invesco Food & Beverage ETFPBJ
PBJ
0
Funds holding %
of 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
6% more funds holding
Funds holding: 49 [Q4 2024] → 52 (+3) [Q1 2025]
1.61% less ownership
Funds ownership: 37.0% [Q4 2024] → 35.39% (-1.61%) [Q1 2025]
11% less capital invested
Capital invested by funds: $37.1M [Q4 2024] → $33M (-$4.11M) [Q1 2025]
40% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 20
Research analyst outlook
We haven’t received any recent analyst ratings for PBJ.
Financial journalist opinion
Negative
Seeking Alpha
1 month ago
PBJ: 3 Reasons Why I Would Avoid This ETF
PBJ offers investors exposure to the food and beverage industry. PBJ's complex index methodology leads to heavy small/mid-cap exposure, which I view as a negative. The ETF's 0.62% expense ratio is high compared to peers, eroding potential returns for investors.
Negative
Zacks Investment Research
3 months ago
Inside Trump Tariffs and Their Impact on Sector ETFs
What you need to know about Trump tariffs and its impact on sector ETFs.
Neutral
Zacks Investment Research
3 months ago
5 ETFs to Make Your Portfolio Green on St. Patrick's Day
Raise a toast to the ETFs in these sectors and find some hidden luck in this Irish festival.
Negative
Zacks Investment Research
4 months ago
Trump Tariffs & Retaliatory Moves Put These ETF Areas in Focus
A second round of tariffs imposed on Canada, China and Mexico by President Donald Trump takes effect today. These ETF areas would be impacted.
Neutral
MarketBeat
4 months ago
3 Consumer Staples ETFs for Stability in a Volatile Market
As reports that inflation heated up in January 2025 emerged on February 12, the market shuddered, with the Dow dropping by more than 300 points in morning trading. The recent Consumer Price Index report may be enough to prompt investors to take a cautious stance, particularly as the impact of recent aluminum and steel tariffs has yet to be seen and the threat of tariffs on Mexican and Canadian goods remains in play.
Positive
Zacks Investment Research
4 months ago
ETFs & Stocks to Gift Your Valentine This Year
Total spending would be $27.5 billion this year on Valentine's Day, per NRF. The amount is up from last year's $25.8 billion.
Neutral
Seeking Alpha
6 months ago
PBJ: Is This Struggling Food And Beverage ETF Worth Buying?
Invesco Food & Beverage ETF is a high-fee, high-turnover food & beverage ETF that selects 30 U.S. securities based on a proprietary factor-driven model. Historically, PBJ has sporadically outperformed the broader Consumer Staples sector, represented by XLP. However, it could never sustain those gains, suggesting problems with the overall strategy. My analysis suggests the primary issue is quality. As such, it's appropriate to demand compensation in the form of substantially better growth and value features.
Negative
Zacks Investment Research
7 months ago
Consumer ETFs in Focus Amid Likely Tariff Hike
If the promised Trump tariffs take effect soon, inflation could go up and leave a dent on consumers' buying power.
Positive
Zacks Investment Research
8 months ago
ETFs to Tap Rising Grocery Prices
Despite easing inflation, consumers continue to see higher prices for groceries. Investors seeking to take advantage of the increased price of groceries should consider these ETFs.
Positive
Seeking Alpha
9 months ago
PBJ: Consumer Staples Dashboard For September
This article provides a dashboard with industry metrics in consumer staples and reviews sector ETFs. The most attractive subsector regarding value and quality scores is household products, while the tobacco industry has the worst quality score. We look at Invesco Food & Beverage ETF, a consumer staples ETF focusing on 2 subsectors with a strategy based on fundamentals and momentum.
Charts implemented using Lightweight Charts™