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Invesco Food & Beverage ETF
PBJ

Overview Fund Activity

91 hedge funds and large institutions have $191M invested in Invesco Food & Beverage ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
29
Reduced
34
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$8.98M
2
HH
Hilltop Holdings
Texas
$2.86M
3
Wells Fargo
Wells Fargo
California
$2.79M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.9M
5
FTUS
Flow Traders U.S.
New York
$1.05M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$0
2
MCC
Money Concepts Capital
Florida
$1.43M
3
HighTower Advisors
HighTower Advisors
Illinois
$21.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$217K
5
Morgan Stanley
Morgan Stanley
New York
$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$11.4K – – –
CFGS
77
Concourse Financial Group Securities
Alabama
$10.9K – – –
AWM
78
Abound Wealth Management
Tennessee
$9.09K – – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$6.95K +$6.95K +153 New
SIS
80
Strategic Investment Solutions
Illinois
$6.54K – – –
GI
81
Gradient Investments
Minnesota
$5.77K – – –
SC
82
Stephens Consulting
Michigan
$4.72K +$45 +1 +1%
CSPIA
83
Cary Street Partners Investment Advisory
Virginia
$4.05K +$4.05K +89 New
Fidelity Investments
84
Fidelity Investments
Massachusetts
$3.36K +$3.36K +74 New
IPW
85
Impact Partnership Wealth
Georgia
$2.36K +$2.36K +52 New
PTC
86
Private Trust Company
Ohio
$2.18K +$909 +20 +71%
WOSD
87
WFA of San Diego
California
$1.59K +$1.59K +35 New
AIC
88
Archer Investment Corporation
Indiana
$1.36K – – –
RIA
89
Realta Investment Advisors
Delaware
$1.32K +$1.32K +29 New
AIM
90
Anchor Investment Management
South Carolina
$1.14K -$6.82K -150 -86%
WT
91
Whittier Trust
California
$636 – – –
Financial Engines Advisors
92
Financial Engines Advisors
California
– -$9.77M -210,828 Closed
CI
93
CX Institutional
Indiana
– -$1.79M -38,463 Closed
AWM
94
AE Wealth Management
Kansas
– -$539K -11,632 Closed
OPS
95
Orion Portfolio Solutions
Nebraska
– -$327K -7,061 Closed
BCI
96
Brinker Capital Investments
Pennsylvania
– -$327K -7,061 Closed
Marshall Wace
97
Marshall Wace
United Kingdom
– -$317K -6,835 Closed
CA
98
Continuum Advisory
Idaho
– -$248K -5,352 Closed
1832 Asset Management
99
1832 Asset Management
Ontario, Canada
– -$181K -3,907 Closed
AP
100
Advisors Preferred
Maryland
– -$103K -2,205 Closed
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4
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