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Invesco Food & Beverage ETF
PBJ

Overview Fund Activity

96 hedge funds and large institutions have $203M invested in Invesco Food & Beverage ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
29
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$9.77M
2
HighTower Advisors
HighTower Advisors
Illinois
$26.3M
3
MCC
Money Concepts Capital
Florida
$2.65M
4
LPL Financial
LPL Financial
California
$13.4M
5
UBS Group
UBS Group
Switzerland
$11.9M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$1.12M
2
FMP
Financial Management Professionals
Texas
$16K
3
Ameriprise
Ameriprise
Minnesota
$14M
4
FEM
Fulcrum Equity Management
Texas
$0
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WFC
51
Western Financial Corp
California
$320K +$320K +6,910 New
Marshall Wace
52
Marshall Wace
United Kingdom
$317K -$396K -8,547 -56%
Millennium Management
53
Millennium Management
New York
$303K -$901K -19,465 -75%
MML Investors Services
54
MML Investors Services
Massachusetts
$285K +$285K +6,157 New
Wells Fargo
55
Wells Fargo
California
$264K -$20.2K -436 -7%
WFA
56
WMG Financial Advisors
Tennessee
$259K +$31.2K +674 +14%
KWM
57
Kingsview Wealth Management
Oregon
$252K +$252K +5,428 New
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$248K -$27.4K -592 -10%
CA
59
Continuum Advisory
Idaho
$248K -$24.5K -529 -9%
CAN
60
Cetera Advisor Networks
California
$235K +$235K +5,061 New
Citadel Advisors
61
Citadel Advisors
Florida
$231K +$231K +4,977 New
BFA
62
Beacon Financial Advisory
Ohio
$231K +$231K +4,973 New
FHA
63
First Horizon Advisors
Tennessee
$195K -$4.5K -97 -2%
CSC
64
Caldwell Sutter Capital
California
$191K – – –
1832 Asset Management
65
1832 Asset Management
Ontario, Canada
$181K – – –
HGERS
66
Householder Group Estate & Retirement Specialist
Arizona
$153K +$153K +3,303 New
NA
67
NewEdge Advisors
Louisiana
$145K -$6.35K -137 -4%
SPIA
68
Steward Partners Investment Advisory
New York
$128K +$278 +6 +0.2%
DWMG
69
DB Wealth Management Group
California
$127K +$4.73K +102 +4%
AP
70
Advisors Preferred
Maryland
$103K +$92.6K +1,986 +907%
BAM
71
Belpointe Asset Management
Nevada
$98.9K +$4.91K +106 +5%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$46K – – –
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$42K – – –
SCA
74
Stonebridge Capital Advisors
Minnesota
$38.7K – – –
US Bancorp
75
US Bancorp
Minnesota
$36.6K -$5.38K -116 -13%
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