PBJ icon

Invesco Food & Beverage ETF
PBJ

Overview Fund Activity

95 hedge funds and large institutions have $193M invested in Invesco Food & Beverage ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+14
Holders Change %
+17.28%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
31
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$15.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$4.56M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.83M
5
LPL Financial
LPL Financial
California
$11.2M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.83M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$747K
3
MM
Main Management
California
$171K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$574K
5
UBS Group
UBS Group
Switzerland
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$280K -$12.9K -282 -4%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$271K +$271K +5,944 New
CA
53
Continuum Advisory
Idaho
$268K +$13.4K +293 +5%
AFWM
54
AMJ Financial Wealth Management
Virginia
$268K +$268K +5,870 New
HWAM
55
Hennion & Walsh Asset Management
New Jersey
$253K – – –
SS
56
Sunbelt Securities
Texas
$248K +$248K +5,423 New
WFA
57
WMG Financial Advisors
Tennessee
$224K +$224K +4,904 New
FTUS
58
Flow Traders U.S.
New York
$218K -$126K -2,750 -37%
TAM
59
TCP Asset Management
Ohio
$212K +$212K +4,641 New
PCP
60
Proficio Capital Partners
Massachusetts
$208K – – –
FHA
61
First Horizon Advisors
Tennessee
$197K – – –
CSC
62
Caldwell Sutter Capital
California
$188K +$188K +4,126 New
1832 Asset Management
63
1832 Asset Management
Ontario, Canada
$178K – – –
MM
64
Main Management
California
$171K -$456K -10,000 -73%
SPIA
65
Steward Partners Investment Advisory
New York
$126K -$12.6K -275 -9%
DWMG
66
DB Wealth Management Group
California
$121K +$13.1K +286 +12%
CS
67
Credit Suisse
Switzerland
$100K – – –
BAM
68
Belpointe Asset Management
Nevada
$92.6K -$71.8K -1,572 -44%
MPCG
69
Matrix Private Capital Group
New York
$56.2K – – –
BCM
70
Barometer Capital Management
Ontario, Canada
$52.5K +$52.5K +1,150 New
BFEC
71
Benjamin F. Edwards & Company
Missouri
$46K – – –
US Bancorp
72
US Bancorp
Minnesota
$41.4K – – –
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$41K – – –
SCA
74
Stonebridge Capital Advisors
Minnesota
$38.1K – – –
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$37.7K -$14.2K -312 -27%
1 2
3
4 5