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Invesco Food & Beverage ETF
PBJ

Overview Fund Activity

81 hedge funds and large institutions have $157M invested in Invesco Food & Beverage ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
26
Reduced
20
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.3M
2
HighTower Advisors
HighTower Advisors
Illinois
$15.6M
3
Bank of America
Bank of America
North Carolina
$10.3M
4
Goldman Sachs
Goldman Sachs
New York
$4.95M
5
CI
CX Institutional
Indiana
$1.92M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$2.14M
2
PCP
Proficio Capital Partners
Massachusetts
$1.23M
3
Morgan Stanley
Morgan Stanley
New York
$23.6M
4
CP
Camelot Portfolios
Ohio
$0
5
Stifel Financial
Stifel Financial
Missouri
$3.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
51
1832 Asset Management
Ontario, Canada
$164K – – –
BAM
52
Belpointe Asset Management
Nevada
$151K -$13.3K -316 -8%
SPIA
53
Steward Partners Investment Advisory
New York
$127K +$42.1K +1,005 +50%
RIA
54
Realta Investment Advisors
Delaware
$125K +$125K +2,964 New
AP
55
Advisors Preferred
Maryland
$121K +$121K +2,825 New
DWMG
56
DB Wealth Management Group
California
$99K +$48.8K +1,162 +97%
HGERS
57
Householder Group Estate & Retirement Specialist
Arizona
$99K +$99K +2,375 New
CS
58
Credit Suisse
Switzerland
$92K – – –
MPCG
59
Matrix Private Capital Group
New York
$52K – – –
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$48K +$48K +1,137 New
BFEC
61
Benjamin F. Edwards & Company
Missouri
$42K – – –
US Bancorp
62
US Bancorp
Minnesota
$38K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
SCA
64
Stonebridge Capital Advisors
Minnesota
$35K – – –
TRCT
65
Tower Research Capital (TRC)
New York
$34K -$348K -8,260 -91%
IA
66
IFP Advisors
Florida
$32K +$1.76K +51 +6%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.4K – – –
NFSG
68
Newbridge Financial Services Group
Florida
$13K – – –
EC
69
EdgeRock Capital
Colorado
$11K +$11K +270 New
GWM
70
Geneos Wealth Management
Colorado
$10K -$8K -200 -44%
GWSG
71
GPS Wealth Strategies Group
Colorado
$9K – – –
AWM
72
Abound Wealth Management
Tennessee
$8.4K +$8.4K +200 New
CFGS
73
Concourse Financial Group Securities
Alabama
$8K – – –
AIM
74
Anchor Investment Management
South Carolina
$7.35K – – –
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +151 New
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