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Invesco Food & Beverage ETF

52 hedge funds and large institutions have $33M invested in Invesco Food & Beverage ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

6% more funds holding

Funds holding: 4952 (+3)

1.61% less ownership

Funds ownership: 37%35.39% (-1.6%)

11% less capital invested

Capital invested by funds: $37.1M → $33M (-$4.11M)

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
26
Caldwell Sutter Capital
California
$153K -$37K -796 -19%
FHA
27
First Horizon Advisors
Tennessee
$134K -$9.29K -200 -6%
KAS
28
Kestra Advisory Services
Texas
$132K +$133K +2,871 New
Jones Financial Companies
29
Jones Financial Companies
Missouri
$110K +$73.7K +1,587 +189%
NMG
30
New Millennium Group
Utah
$83.3K +$84.2K +1,812 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$62.9K -$16.3K -351 -20%
WIM
32
Westside Investment Management
California
$59.6K
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$58.7K +$41.4K +892 +231%
SPIA
34
Steward Partners Investment Advisory
New York
$58.7K -$46.2K -995 -44%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$50.6K +$51.1K +1,100 New
T
36
Transce3nd
Texas
$36.1K
US Bancorp
37
US Bancorp
Minnesota
$35.3K
Citigroup
38
Citigroup
New York
$31.3K
ACA
39
Aptus Capital Advisors
Alabama
$27.6K
Fidelity Investments
40
Fidelity Investments
Massachusetts
$18.9K -$697 -15 -4%
IA
41
IFP Advisors
Florida
$11.5K -$2.32K -50 -17%
Bessemer Group
42
Bessemer Group
New Jersey
$10K +$9.76K +210 New
AWM
43
Abound Wealth Management
Tennessee
$9.19K
PTC
44
Private Trust Company
Ohio
$7.22K
CAM
45
Costello Asset Management
Pennsylvania
$5.03K +$5.11K +110 New
MA
46
MCF Advisors
Kentucky
$4.6K
CA
47
Continuum Advisory
Idaho
$2.3K -$12.1K -260 -84%
AIM
48
Anchor Investment Management
South Carolina
$1.15K
WT
49
Whittier Trust
California
$643
AG
50
AmeriFlex Group
Nevada
$506

PBJ Hedge Fund Activity: Q1 2025 in Review

52 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Food & Beverage ETF (PBJ) for Q1 2025, worth a combined $33M — down 11% from $37.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PBJ positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 20 trimmed.

The largest buyer was Tower Research Capital (TRC), adding an estimated $684K. The largest seller was Morgan Stanley, cutting an estimated $2.48M.

  • 52 institutional investors held Invesco Food & Beverage ETF (PBJ) as of Q1 2025, up from 49 in Q4 2024.
  • Funds reported $33M of Invesco Food & Beverage ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 7 funds opened new Invesco Food & Beverage ETF positions in Q1 2025 and 4 closed out, a net change of +3 holders.
  • The largest Invesco Food & Beverage ETF buyer in Q1 2025 was Tower Research Capital (TRC), an estimated $684K added.
  • The largest Invesco Food & Beverage ETF seller in Q1 2025 was Morgan Stanley, an estimated $2.48M sold.

Based on aggregated 13F filings for Q1 2025.