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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
AIM
76
Anchor Investment Management
South Carolina
$7.68K – – –
GI
77
Gradient Investments
Minnesota
$5K – – –
UWM
78
Urban Wealth Management
California
$5K +$4.79K +105 New
SC
79
Stephens Consulting
Michigan
$4.45K – – –
CG
80
Cutler Group
California
$4K +$4.56K +100 New
PTC
81
Private Trust Company
Ohio
$3K +$3.1K +68 New
WOSD
82
WFA of San Diego
California
$2K +$1.6K +35 New
AIC
83
Archer Investment Corporation
Indiana
$1.32K +$456 +10 +50%
WT
84
Whittier Trust
California
$1K – – –
BPC
85
Banque Pictet & Cie
Switzerland
$680 – – –
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
– -$703K -15,230 Closed
CAN
87
Cetera Advisor Networks
California
– -$263K -5,696 Closed
AP
88
Advisors Preferred
Maryland
– -$148K -3,141 Closed
MCC
89
Money Concepts Capital
Florida
– -$49K -1,063 Closed
SWM
90
Selective Wealth Management
Virginia
– -$37K -800 Closed
JP Morgan Chase
91
JP Morgan Chase
New York
– -$25K -550 Closed
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.