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Invesco Food & Beverage ETF
PBJ

Overview Fund Activity

49 hedge funds and large institutions have $37.1M invested in Invesco Food & Beverage ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-4
Holders Change %
-7.55%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.32M
2
TAM
2
Tocqueville Asset Management
New York
$1.61M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$695K
4
Bank of America
4
Bank of America
North Carolina
$2.98M
5
LPL Financial
5
LPL Financial
California
$5.97M

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$1.42M
3
UBS Group
3
UBS Group
Switzerland
$1.03M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
KPWS
5
Kestra Private Wealth Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$106K -$232 -5 -0.2%
TRCT
27
Tower Research Capital (TRC)
New York
$87.3K -$247K -5,310 -74%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$79.9K -$62.2K -1,339 -44%
WIM
29
Westside Investment Management
California
$60.3K – – –
Jones Financial Companies
30
Jones Financial Companies
Missouri
$39.1K +$31.4K +675 +407%
T
31
Transce3nd
Texas
$36.5K +$36.5K +786 New
US Bancorp
32
US Bancorp
Minnesota
$35.7K – – –
AWM
33
Avior Wealth Management
Nebraska
$32.8K +$93 +2 +0.3%
Citigroup
34
Citigroup
New York
$31.6K – – –
ACA
35
Aptus Capital Advisors
Alabama
$27.9K – – –
Fidelity Investments
36
Fidelity Investments
Massachusetts
$19.8K -$232 -5 -1%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$18K +$6.98K +150 +64%
Wells Fargo
38
Wells Fargo
California
$15.1K -$8.22K -177 -35%
CA
39
Continuum Advisory
Idaho
$14.4K – – –
IA
40
IFP Advisors
Florida
$13.9K – – –
AWM
41
Abound Wealth Management
Tennessee
$9.3K – – –
PTC
42
Private Trust Company
Ohio
$7.3K – – –
MA
43
MCF Advisors
Kentucky
$4.65K – – –
AIM
44
Anchor Investment Management
South Carolina
$1.16K – – –
CA
45
CoreCap Advisors
Michigan
$837 – – –
WT
46
Whittier Trust
California
$650 – – –
AG
47
AmeriFlex Group
Nevada
$526 +$526 +11 New
AWM
48
AE Wealth Management
Kansas
$57 +$57 +1 New
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$46 -$10.4K -226 -100%
KWM
50
Kingsview Wealth Management
Oregon
– -$6.78M -140,126 Closed
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2
3