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Invesco Food & Beverage ETF
PBJ

Overview Fund Activity

96 hedge funds and large institutions have $203M invested in Invesco Food & Beverage ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
29
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$9.77M
2
HighTower Advisors
HighTower Advisors
Illinois
$26.3M
3
MCC
Money Concepts Capital
Florida
$2.65M
4
LPL Financial
LPL Financial
California
$13.4M
5
UBS Group
UBS Group
Switzerland
$11.9M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$1.12M
2
FMP
Financial Management Professionals
Texas
$16K
3
Ameriprise
Ameriprise
Minnesota
$14M
4
FEM
Fulcrum Equity Management
Texas
$0
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$1.47M -$15.3K -331 -1%
PCP
27
Proficio Capital Partners
Massachusetts
$1.36M – – –
NP
28
Nilsine Partners
Colorado
$1.26M +$1.26M +27,277 New
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$1.24M +$176K +3,797 +16%
AAS
30
Avantax Advisory Services
Texas
$1.16M -$19.6K -422 -2%
PAG
31
Private Advisor Group
New Jersey
$1.12M -$4.24M -91,427 -79%
CFG
32
Carr Financial Group
Massachusetts
$910K +$57.7K +1,245 +7%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$759K +$55K +1,187 +8%
PFS
34
Prospera Financial Services
Texas
$726K +$213K +4,601 +42%
BPC
35
Banque Pictet & Cie
Switzerland
$718K – – –
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$701K +$117K +2,532 +20%
IWM
37
IHT Wealth Management
Illinois
$598K -$227K -4,890 -27%
KAS
38
Kestra Advisory Services
Texas
$557K +$557K +12,020 New
AWS
39
Atria Wealth Solutions
New York
$540K -$176K -3,803 -25%
AWM
40
AE Wealth Management
Kansas
$539K -$1.74M -37,643 -76%
N
41
Natixis
France
$516K – – –
KA
42
Kovack Advisors
Florida
$509K +$30.2K +652 +6%
G
43
GenTrust
Florida
$464K – – –
CP
44
Camelot Portfolios
Ohio
$459K -$12.4K -268 -3%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$443K -$315K -6,803 -42%
HWAM
46
Hennion & Walsh Asset Management
New Jersey
$429K +$172K +3,710 +67%
FTUS
47
Flow Traders U.S.
New York
$381K +$160K +3,442 +72%
MWM
48
MinichMacGregor Wealth Management
New York
$328K +$31.3K +675 +11%
BCI
49
Brinker Capital Investments
Pennsylvania
$327K +$327K +7,061 New
OPS
50
Orion Portfolio Solutions
Nebraska
$327K +$327K +7,061 New
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