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Invesco Food & Beverage ETF
PBJ

34 hedge funds and large institutions have $49.6M invested in Invesco Food & Beverage ETF in 2013 Q2 according to their latest regulatory filings, with 34 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

17.3% more ownership

Funds ownership: 0% → 17.3% (+17%)

Holders
34
Holders Change
+34
Holders Change %
–
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
1
Clark Capital Management Group
Pennsylvania
$7.96M +$7.79M +324,980 New
Bank of America
2
Bank of America
North Carolina
$6.73M +$6.58M +274,475 New
U
3
UBS
Switzerland
$5.99M +$5.85M +244,177 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.11M +$3.04M +126,866 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.78M +$2.72M +113,467 New
WCM
6
Weatherstone Capital Management
Colorado
$2.77M +$2.72M +113,651 New
BCI
7
Brinker Capital Investments
Pennsylvania
$2.65M +$2.59M +108,000 New
V
8
Veritable
Delaware
$2.58M +$2.52M +105,145 New
Morgan Stanley
9
Morgan Stanley
New York
$2.15M +$2.1M +87,622 New
MAS
10
Madden Advisory Services
Florida
$2.04M +$2M +83,369 New
RJA
11
Raymond James & Associates
Florida
$1.74M +$1.7M +70,932 New
Wells Fargo
12
Wells Fargo
California
$1.31M +$1.29M +53,605 New
GC
13
Guggenheim Capital
Illinois
$1.31M +$1.28M +53,343 New
LPL Financial
14
LPL Financial
California
$1.18M +$1.15M +48,027 New
CA
15
Cetera Advisors
Colorado
$1.01M +$989K +41,269 New
PVH
16
Psagot Value Holdings
Israel
$672K +$657K +27,409 New
EC
17
Estate Counselors
Wisconsin
$631K +$620K +25,850 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$613K +$600K +25,023 New
PI
19
Placemark Investments
Illinois
$521K +$510K +21,267 New
ACM
20
Argentus Capital Management
Texas
$496K +$486K +20,254 New
VAM
21
Visionary Asset Management
Texas
$440K +$431K +17,958 New
MG
22
MDE Group
New Jersey
$339K +$332K +13,832 New
DIA
23
Denver Investment Advisors
Colorado
$211K +$206K +8,604 New
Ameriprise
24
Ameriprise
Minnesota
$64K +$62.5K +2,605 New
Citigroup
25
Citigroup
New York
$57K +$55.9K +2,333 New
1
2

PBJ Hedge Fund Activity: Q2 2013 in Review

34 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Invesco Food & Beverage ETF (PBJ) for Q2 2013, worth a combined $49.6M.

Buyers outnumbered sellers: 34 funds opened new PBJ positions and 0 closed out — a net gain of 34 holders — while 0 added to existing stakes and 0 trimmed.

  • 34 institutional investors held Invesco Food & Beverage ETF (PBJ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $49.6M of Invesco Food & Beverage ETF stock for Q2 2013.
  • 34 funds opened new Invesco Food & Beverage ETF positions in Q2 2013 and 0 closed out, a net change of +34 holders.

Based on aggregated 13F filings for Q2 2013.