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Invesco Food & Beverage ETF

35 hedge funds and large institutions have $43.4M invested in Invesco Food & Beverage ETF in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% more ownership

Funds ownership: 33.1%33.62% (+0.53%)

10% less funds holding

Funds holding: 3935 (-4)

11% less capital invested

Capital invested by funds: $48.7M → $43.4M (-$5.26M)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$10.1M -$1.18M -35,675 -10%
UBS Group
2
UBS Group
Switzerland
$5.18M +$462K +14,011 +9%
V
3
Veritable
Delaware
$3.31M
Morgan Stanley
4
Morgan Stanley
New York
$3.22M -$491K -14,898 -13%
Bank of America
5
Bank of America
North Carolina
$3.15M -$26.5K -804 -0.8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.85M -$280K -8,497 -9%
MC
7
Martin & Co
Tennessee
$2.22M +$21.9K +665 +1%
VKH
8
Virtu KCG Holdings
New York
$1.46M +$954K +28,937 +166%
LPL Financial
9
LPL Financial
California
$1.4M -$199K -6,025 -12%
Citadel Advisors
10
Citadel Advisors
Florida
$1.12M +$130K +3,941 +12%
MAS
11
Madden Advisory Services
Florida
$1.03M -$66.6K -2,020 -6%
Ameriprise
12
Ameriprise
Minnesota
$981K -$53.5K -1,624 -5%
PVH
13
Psagot Value Holdings
Israel
$864K
OC
14
Oppenheimer & Co
New York
$804K +$141K +4,272 +20%
Jane Street
15
Jane Street
New York
$794K +$93.9K +2,849 +13%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$693K -$1.28M -38,863 -64%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$667K -$31.9K -968 -4%
RJA
18
Raymond James & Associates
Florida
$558K -$148K -4,487 -20%
MML Investors Services
19
MML Investors Services
Massachusetts
$552K +$578K +17,534 New
JP Morgan Chase
20
JP Morgan Chase
New York
$477K +$94.4K +2,865 +23%
CAM
21
Concorde Asset Management
Michigan
$404K -$24.4K -740 -5%
SFG
22
StrategIQ Financial Group
Indiana
$393K +$659 +20 +0.2%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$356K -$59.3K -1,800 -14%
IWA
24
IBEX Wealth Advisors
New Jersey
$321K +$341K +10,348 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$216K

PBJ Hedge Fund Activity: Q2 2017 in Review

35 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Invesco Food & Beverage ETF (PBJ) for Q2 2017, worth a combined $43.4M — down 11% from $48.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PBJ and 2 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 10 added.

The largest buyer was Virtu KCG Holdings, adding an estimated $954K. The largest seller was Susquehanna International Group, cutting an estimated $1.28M.

  • 35 institutional investors held Invesco Food & Beverage ETF (PBJ) as of Q2 2017, down from 39 in Q1 2017.
  • Funds reported $43.4M of Invesco Food & Beverage ETF stock for Q2 2017, down 11% quarter-over-quarter.
  • 2 funds opened new Invesco Food & Beverage ETF positions in Q2 2017 and 6 closed out, a net change of -4 holders.
  • The largest Invesco Food & Beverage ETF buyer in Q2 2017 was Virtu KCG Holdings, an estimated $954K added.
  • The largest Invesco Food & Beverage ETF seller in Q2 2017 was Susquehanna International Group, an estimated $1.28M sold.

Based on aggregated 13F filings for Q2 2017.