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Invesco Food & Beverage ETF
PBJ

Overview Fund Activity

53 hedge funds and large institutions have $48.2M invested in Invesco Food & Beverage ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-7
Holders Change %
-11.67%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
1
Kingsview Wealth Management
Oregon
$6.78M
2
Goldman Sachs
2
Goldman Sachs
New York
$6.16M
3
PCG
3
Prosperity Consulting Group
Maryland
$645K
4
PS
4
Principal Securities
Iowa
$1.62M
5
LPL Financial
5
LPL Financial
California
$6.04M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.69M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$458K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AAS
4
Avantax Advisory Services
Texas
$0
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$321K -$311K -6,424 -49%
MFG
27
Merit Financial Group
Georgia
$313K -$126K -2,601 -29%
HighTower Advisors
28
HighTower Advisors
Illinois
$255K +$435 +9 +0.2%
Stifel Financial
29
Stifel Financial
Missouri
$237K -$25.2K -521 -10%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$202K +$202K +4,185 New
CSC
31
Caldwell Sutter Capital
California
$199K – – –
FHA
32
First Horizon Advisors
Tennessee
$151K – – –
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$148K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$110K +$145 +3 +0.1%
WIM
35
Westside Investment Management
California
$62.7K – – –
US Bancorp
36
US Bancorp
Minnesota
$37.1K – – –
AWM
37
Avior Wealth Management
Nebraska
$34K +$97 +2 +0.3%
Citigroup
38
Citigroup
New York
$32.9K – – –
ACA
39
Aptus Capital Advisors
Alabama
$29K – – –
Wells Fargo
40
Wells Fargo
California
$24.2K +$24.2K +500 +50,000%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$20.9K +$484 +10 +2%
CA
42
Continuum Advisory
Idaho
$14.6K +$4.02K +85 +38%
IA
43
IFP Advisors
Florida
$14.5K +$9.67K +200 +200%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$11.4K +$11.4K +236 New
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$11K +$10.6K +220 +3,143%
NS
46
NBC Securities
Alabama
$10K – – –
AWM
47
Abound Wealth Management
Tennessee
$9.67K – – –
Jones Financial Companies
48
Jones Financial Companies
Missouri
$8.03K +$2.23K +46 +38%
PTC
49
Private Trust Company
Ohio
$7.59K +$7.59K +157 New
MA
50
MCF Advisors
Kentucky
$4.84K +$4.84K +100 New
1
2
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