Invesco Food & Beverage ETF
PBJ
96 hedge funds and large institutions have $193M invested in Invesco Food & Beverage ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 6 closing their positions.
250% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 6
45% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 22
23% more capital invested
Capital invested by funds: $157M → $193M (+$35.6M)
17% more funds holding
Funds holding: 82 → 96 (+14)
2.83% more ownership
Funds ownership: 52.3% → 55.13% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.48M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.2M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.72M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$1.84M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.58M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$751K |
| 3 |
MM
Main Management
San Francisco,
California
|
-$459K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$406K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$405K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWSG
101
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$9K | -225 | Closed |
|
102
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$6K | -151 | Closed |
|
PBJ Hedge Fund Activity: Q4 2022 in Review
96 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Invesco Food & Beverage ETF (PBJ) for Q4 2022, worth a combined $193M — up 23% from $157M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new PBJ positions and 6 closed out — a net gain of 15 holders — while 32 added to existing stakes and 22 trimmed.
The largest buyer was Bank of America, adding an estimated $4.48M. The largest seller was Goldman Sachs, cutting an estimated $3.58M.
- 96 institutional investors held Invesco Food & Beverage ETF (PBJ) as of Q4 2022, up from 82 in Q3 2022.
- Funds reported $193M of Invesco Food & Beverage ETF stock for Q4 2022, up 23% quarter-over-quarter.
- 21 funds opened new Invesco Food & Beverage ETF positions in Q4 2022 and 6 closed out, a net change of +15 holders.
- The largest Invesco Food & Beverage ETF buyer in Q4 2022 was Bank of America, an estimated $4.48M added.
- The largest Invesco Food & Beverage ETF seller in Q4 2022 was Goldman Sachs, an estimated $3.58M sold.
Based on aggregated 13F filings for Q4 2022.