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Invesco Food & Beverage ETF
PBJ

97 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, 30 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.12% more ownership

Funds ownership: 55.13% → 66.25% (+11%)

5% more capital invested

Capital invested by funds: $193M → $203M (+$10.1M)

1% more funds holding

Funds holding: 96 → 97 (+1)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
30
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$9.61M
2
HighTower Advisors
HighTower Advisors
Illinois
+$8.42M
3
MCC
Money Concepts Capital
Florida
+$8.35M
4
LPL Financial
LPL Financial
California
+$2M
5
UBS Group
UBS Group
Switzerland
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$4.17M
2
FMP
Financial Management Professionals
Texas
-$3.03M
3
Ameriprise
Ameriprise
Minnesota
-$2.79M
4
FEM
Fulcrum Equity Management
Texas
-$2.71M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFC
51
Western Financial Corp
California
$320K +$315K +6,910 New
Marshall Wace
52
Marshall Wace
United Kingdom
$317K -$390K -8,547 -56%
Millennium Management
53
Millennium Management
New York
$303K -$887K -19,465 -75%
MML Investors Services
54
MML Investors Services
Massachusetts
$285K +$281K +6,157 New
IFG
55
Independent Financial Group
California
$269K +$8.66K +190 +3%
Wells Fargo
56
Wells Fargo
California
$264K -$19.9K -436 -7%
WFA
57
WMG Financial Advisors
Tennessee
$259K +$30.7K +674 +14%
KWM
58
Kingsview Wealth Management
Oregon
$252K +$247K +5,428 New
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$248K -$27K -592 -10%
CA
60
Continuum Advisory
Idaho
$248K -$24.1K -529 -9%
CAN
61
Cetera Advisor Networks
California
$235K +$231K +5,061 New
Citadel Advisors
62
Citadel Advisors
Florida
$231K +$227K +4,977 New
BFA
63
Beacon Financial Advisory
Ohio
$231K +$227K +4,973 New
FHA
64
First Horizon Advisors
Tennessee
$195K -$4.42K -97 -2%
CSC
65
Caldwell Sutter Capital
California
$191K – – –
1832 Asset Management
66
1832 Asset Management
Ontario, Canada
$181K – – –
HGERS
67
Householder Group Estate & Retirement Specialist
Arizona
$153K +$151K +3,303 New
NA
68
NewEdge Advisors
Louisiana
$145K -$6.24K -137 -4%
SPIA
69
Steward Partners Investment Advisory
New York
$128K +$273 +6 +0.2%
DWMG
70
DB Wealth Management Group
California
$127K +$4.65K +102 +4%
AP
71
Advisors Preferred
Maryland
$103K +$90.5K +1,986 +907%
BAM
72
Belpointe Asset Management
Nevada
$98.9K +$4.83K +106 +5%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$46K – – –
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$42K – – –
SCA
75
Stonebridge Capital Advisors
Minnesota
$38.7K – – –
1 2
3
4 5

PBJ Hedge Fund Activity: Q1 2023 in Review

97 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Invesco Food & Beverage ETF (PBJ) for Q1 2023, worth a combined $203M — up 5.2% from $193M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PBJ positions and 15 closed out — a net gain of 1 holder — while 30 added to existing stakes and 31 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $9.61M. The largest seller was Private Advisor Group, cutting an estimated $4.17M.

  • 97 institutional investors held Invesco Food & Beverage ETF (PBJ) as of Q1 2023, up from 96 in Q4 2022.
  • Funds reported $203M of Invesco Food & Beverage ETF stock for Q1 2023, up 5.2% quarter-over-quarter.
  • 16 funds opened new Invesco Food & Beverage ETF positions in Q1 2023 and 15 closed out, a net change of +1 holder.
  • The largest Invesco Food & Beverage ETF buyer in Q1 2023 was Financial Engines Advisors, an estimated $9.61M added.
  • The largest Invesco Food & Beverage ETF seller in Q1 2023 was Private Advisor Group, an estimated $4.17M sold.

Based on aggregated 13F filings for Q1 2023.