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Invesco Food & Beverage ETF
PBJ

Overview Fund Activity

91 hedge funds and large institutions have $191M invested in Invesco Food & Beverage ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
29
Reduced
34
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$8.98M
2
HH
Hilltop Holdings
Texas
$2.86M
3
Wells Fargo
Wells Fargo
California
$2.79M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.9M
5
FTUS
Flow Traders U.S.
New York
$1.05M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$0
2
MCC
Money Concepts Capital
Florida
$1.43M
3
HighTower Advisors
HighTower Advisors
Illinois
$21.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$217K
5
Morgan Stanley
Morgan Stanley
New York
$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
26
Money Concepts Capital
Florida
$1.43M -$8.38M -184,345 -85%
PCP
27
Proficio Capital Partners
Massachusetts
$1.33M – – –
NP
28
Nilsine Partners
Colorado
$1.24M -$1.45K -32 -0.1%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$1.23M +$10.1K +223 +0.8%
AAS
30
Avantax Advisory Services
Texas
$1.13M -$9.18K -202 -0.8%
FTUS
31
Flow Traders U.S.
New York
$1.05M +$679K +14,929 +182%
PAG
32
Private Advisor Group
New Jersey
$945K -$151K -3,326 -14%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$903K -$782K -17,215 -46%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$813K +$125K +2,761 +18%
PFS
35
Prospera Financial Services
Texas
$799K +$87.1K +1,916 +12%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$744K -$227 -5 -0%
BPC
37
Banque Pictet & Cie
Switzerland
$704K – – –
KWM
38
Kingsview Wealth Management
Oregon
$572K +$325K +7,153 +132%
MML Investors Services
39
MML Investors Services
Massachusetts
$566K +$286K +6,287 +102%
CFG
40
Carr Financial Group
Massachusetts
$554K -$338K -7,436 -38%
TRCT
41
Tower Research Capital (TRC)
New York
$524K +$524K +11,537 New
N
42
Natixis
France
$504K – – –
KA
43
Kovack Advisors
Florida
$489K -$10.1K -223 -2%
IWM
44
IHT Wealth Management
Illinois
$466K -$120K -2,650 -21%
G
45
GenTrust
Florida
$455K – – –
KPWS
46
Kestra Private Wealth Services
Texas
$451K +$451K +9,917 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$447K +$12.9K +284 +3%
AWS
48
Atria Wealth Solutions
New York
$434K -$95.3K -2,097 -18%
KAS
49
Kestra Advisory Services
Texas
$422K -$124K -2,732 -23%
HWAM
50
Hennion & Walsh Asset Management
New Jersey
$406K -$14.3K -315 -3%
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