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Invesco Food & Beverage ETF
PBJ

Overview Fund Activity

81 hedge funds and large institutions have $157M invested in Invesco Food & Beverage ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
26
Reduced
20
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.3M
2
HighTower Advisors
HighTower Advisors
Illinois
$15.6M
3
Bank of America
Bank of America
North Carolina
$10.3M
4
Goldman Sachs
Goldman Sachs
New York
$4.95M
5
CI
CX Institutional
Indiana
$1.92M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$2.14M
2
PCP
Proficio Capital Partners
Massachusetts
$1.23M
3
Morgan Stanley
Morgan Stanley
New York
$23.6M
4
CP
Camelot Portfolios
Ohio
$0
5
Stifel Financial
Stifel Financial
Missouri
$3.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
26
Howe & Rusling
New York
$1.26M +$1.26M +29,899 New
OC
27
Oppenheimer & Co
New York
$1.26M +$1.26M +29,873 New
PCP
28
Proficio Capital Partners
Massachusetts
$1.23M -$4.36M -103,733 -78%
IWM
29
IHT Wealth Management
Illinois
$1.11M -$139K -3,298 -11%
AAS
30
Avantax Advisory Services
Texas
$1.08M +$4.83K +115 +0.4%
Millennium Management
31
Millennium Management
New York
$1.07M -$259K -6,175 -20%
AWM
32
AE Wealth Management
Kansas
$952K +$451K +10,734 +90%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$900K -$255K -6,076 -22%
Marshall Wace
34
Marshall Wace
United Kingdom
$689K +$97.6K +2,323 +17%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$670K -$52.8K -1,258 -7%
BPC
36
Banque Pictet & Cie
Switzerland
$651K – – –
MM
37
Main Management
California
$578K – – –
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$574K +$574K +13,662 New
AWS
39
Atria Wealth Solutions
New York
$557K +$78.9K +1,878 +17%
G
40
GenTrust
Florida
$420K – – –
MCC
41
Money Concepts Capital
Florida
$417K +$417K +9,932 New
WCM
42
WealthBridge Capital Management
Ohio
$398K – – –
APA
43
American Portfolios Advisors
New York
$366K +$14.7K +351 +4%
FTUS
44
Flow Traders U.S.
New York
$316K -$185K -4,407 -37%
Wells Fargo
45
Wells Fargo
California
$270K +$30.9K +734 +13%
MWM
46
MinichMacGregor Wealth Management
New York
$261K -$13.8K -330 -5%
CA
47
Continuum Advisory
Idaho
$235K +$19.6K +465 +9%
HWAM
48
Hennion & Walsh Asset Management
New Jersey
$233K – – –
Vontobel Holding
49
Vontobel Holding
Switzerland
$208K -$107K -2,540 -34%
FHA
50
First Horizon Advisors
Tennessee
$181K -$14.8K -352 -8%
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