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Invesco Food & Beverage ETF
PBJ

Overview Fund Activity

60 hedge funds and large institutions have $41.3M invested in Invesco Food & Beverage ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.3M
3
MFG
3
Mainsail Financial Group
Washington
$3.43M
4
Citadel Advisors
4
Citadel Advisors
Florida
$878K
5
Stifel Financial
5
Stifel Financial
Missouri
$247K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.79M
2
UBS Group
2
UBS Group
Switzerland
$3.41M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.12M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$958K
5
LPL Financial
5
LPL Financial
California
$5.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$394K -$77K -1,688 -16%
KPWS
27
Kestra Private Wealth Services
Texas
$385K +$274 +6 +0.1%
Osaic Holdings
28
Osaic Holdings
Arizona
$352K -$593K -12,995 -63%
Stifel Financial
29
Stifel Financial
Missouri
$247K +$247K +5,419 New
EH
30
Equitable Holdings
New York
$240K -$196K -4,299 -45%
HighTower Advisors
31
HighTower Advisors
Illinois
$240K -$38.7K -850 -14%
CSC
32
Caldwell Sutter Capital
California
$188K – – –
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$147K – – –
FHA
34
First Horizon Advisors
Tennessee
$143K -$41.3K -905 -22%
SPIA
35
Steward Partners Investment Advisory
New York
$104K +$137 +3 +0.1%
WIM
36
Westside Investment Management
California
$59.2K +$59.2K +1,296 New
BFEC
37
Benjamin F. Edwards & Company
Missouri
$46K – – –
US Bancorp
38
US Bancorp
Minnesota
$35.1K – – –
AWM
39
Avior Wealth Management
Nebraska
$32K -$1.83K -40 -5%
Citigroup
40
Citigroup
New York
$31K – – –
HGERS
41
Householder Group Estate & Retirement Specialist
Arizona
$31K +$89 +2 +0.3%
ACA
42
Aptus Capital Advisors
Alabama
$27.4K – – –
WIA
43
Wetzel Investment Advisors
Indiana
$19.5K – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$19.3K -$11K -242 -36%
EC
45
EdgeRock Capital
Colorado
$12.3K +$12.3K +270 New
CA
46
Continuum Advisory
Idaho
$10.3K -$2.01K -44 -16%
AWM
47
Abound Wealth Management
Tennessee
$9.13K – – –
NS
48
NBC Securities
Alabama
$9K – – –
GWM
49
Geneos Wealth Management
Colorado
$6.85K -$4.56K -100 -40%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$5.48K +$5.48K +120 New
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2
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