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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 %
ASN
76
Advisory Services Network
Georgia
$36.3K – – –
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$33.6K -$4.64K -100 -12%
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.4K – – –
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$26.8K – – –
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$26.4K +$26.4K +569 New
IA
81
IFP Advisors
Florida
$18.5K -$13.4K -401 -42%
MPWT
82
MassMutual Private Wealth & Trust
Connecticut
$17.5K +$17.5K +378 New
FMP
83
Financial Management Professionals
Texas
$16K -$3.03M -66,442 -99%
NFSG
84
Newbridge Financial Services Group
Florida
$13.9K – – –
GWM
85
Geneos Wealth Management
Colorado
$11.6K – – –
CFGS
86
Concourse Financial Group Securities
Alabama
$11.1K +$1.85K +40 +20%
GWSG
87
GPS Wealth Strategies Group
Colorado
$10.4K +$10.4K +225 New
AWM
88
Abound Wealth Management
Tennessee
$9.27K – – –
AIM
89
Anchor Investment Management
South Carolina
$8.11K – – –
SIS
90
Strategic Investment Solutions
Illinois
$6.74K +$6.74K +145 New
GI
91
Gradient Investments
Minnesota
$5.89K +$324 +7 +6%
SC
92
Stephens Consulting
Michigan
$4.79K – – –
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$3.02K -$405 -8,739 -12%
AIC
94
Archer Investment Corporation
Indiana
$1.39K – – –
PTC
95
Private Trust Company
Ohio
$1.3K – – –
WT
96
Whittier Trust
California
$648 – – –
FEM
97
Fulcrum Equity Management
Texas
– -$2.71M -59,265 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
98
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.83M -40,000 Closed
BCM
99
Brookstone Capital Management
Illinois
– -$720K -15,418 Closed
GSIAS
100
Garden State Investment Advisory Services
New Jersey
– -$486K -10,656 Closed
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