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Invesco Food & Beverage ETF
PBJ

85 hedge funds and large institutions have $142M invested in Invesco Food & Beverage ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

233% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 9

114% more capital invested

Capital invested by funds: $66.6M → $142M (+$75.7M)

37% more funds holding

Funds holding: 62 → 85 (+23)

15.81% more ownership

Funds ownership: 36.77% → 52.58% (+16%)

Holders
85
Holders Change
+23
Holders Change %
+37.1%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
30
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$25.8M
2
Ameriprise
Ameriprise
Minnesota
+$15.9M
3
HighTower Advisors
HighTower Advisors
Illinois
+$10.5M
4
UBS Group
UBS Group
Switzerland
+$7.17M
5
PCP
Proficio Capital Partners
Massachusetts
+$6.07M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$4.13M
2
BCM
Brookstone Capital Management
Illinois
-$1.44M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.36M
4
Osaic Holdings
Osaic Holdings
Arizona
-$778K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$703K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
51
Independent Financial Group
California
$231K +$240K +5,267 New
CA
52
Continuum Advisory
Idaho
$225K +$37.3K +818 +19%
KA
53
Kovack Advisors
Florida
$206K +$214K +4,688 New
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$204K -$1.36M -29,740 -86%
FHA
55
First Horizon Advisors
Tennessee
$204K +$4.42K +97 +2%
BAM
56
Belpointe Asset Management
Nevada
$172K +$179K +3,916 New
1832 Asset Management
57
1832 Asset Management
Ontario, Canada
$171K – – –
CS
58
Credit Suisse
Switzerland
$97K +$100K +2,200 New
SPIA
59
Steward Partners Investment Advisory
New York
$89K +$182 +4 +0.2%
MPCG
60
Matrix Private Capital Group
New York
$54K – – –
DWMG
61
DB Wealth Management Group
California
$52K +$54.5K +1,196 New
BFEC
62
Benjamin F. Edwards & Company
Missouri
$44K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$40K – – –
US Bancorp
64
US Bancorp
Minnesota
$40K – – –
SCA
65
Stonebridge Capital Advisors
Minnesota
$37K -$36.5K -800 -49%
BW
66
Bison Wealth
Georgia
$33K +$34.2K +750 New
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.7K – – –
IA
68
IFP Advisors
Florida
$30K – – –
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$22K – – –
GWM
70
Geneos Wealth Management
Colorado
$19K – – –
BTI
71
Blue Trust Inc
Georgia
$18K +$18.2K +400 New
SWM
72
SeaCrest Wealth Management
New York
$15K +$15.1K +331 New
NFSG
73
Newbridge Financial Services Group
Florida
$13K – – –
GWSG
74
GPS Wealth Strategies Group
Colorado
$10K – – –
CFGS
75
Concourse Financial Group Securities
Alabama
$9K +$9.12K +200 New
1 2
3
4

PBJ Hedge Fund Activity: Q2 2022 in Review

85 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Invesco Food & Beverage ETF (PBJ) for Q2 2022, worth a combined $142M — up 114% from $66.6M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PBJ positions and 6 closed out — a net gain of 23 holders — while 30 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.8M. The largest seller was Truist Financial, cutting an estimated $4.13M.

  • 85 institutional investors held Invesco Food & Beverage ETF (PBJ) as of Q2 2022, up from 62 in Q1 2022.
  • Funds reported $142M of Invesco Food & Beverage ETF stock for Q2 2022, up 114% quarter-over-quarter.
  • 29 funds opened new Invesco Food & Beverage ETF positions in Q2 2022 and 6 closed out, a net change of +23 holders.
  • The largest Invesco Food & Beverage ETF buyer in Q2 2022 was Morgan Stanley, an estimated $25.8M added.
  • The largest Invesco Food & Beverage ETF seller in Q2 2022 was Truist Financial, an estimated $4.13M sold.

Based on aggregated 13F filings for Q2 2022.