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Invesco Food & Beverage ETF

34 hedge funds and large institutions have $26.8M invested in Invesco Food & Beverage ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less funds holding

Funds holding: 3534 (-1)

7.74% less ownership

Funds ownership: 33.62%25.88% (-7.7%)

38% less capital invested

Capital invested by funds: $43.4M → $26.8M (-$16.6M)

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.46M -$6.82M -212,434 -67%
Bank of America
2
Bank of America
North Carolina
$3.32M +$82.8K +2,578 +3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.07M +$141K +4,397 +5%
UBS Group
4
UBS Group
Switzerland
$2.65M -$2.65M -82,573 -50%
MC
5
Martin & Co
Tennessee
$2.1M -$182K -5,660 -8%
LPL Financial
6
LPL Financial
California
$1.42M -$24.8K -773 -2%
Citadel Advisors
7
Citadel Advisors
Florida
$1.19M +$40.3K +1,254 +4%
MAS
8
Madden Advisory Services
Florida
$1.01M -$43.3K -1,348 -4%
Ameriprise
9
Ameriprise
Minnesota
$999K -$9.99K -311 -1%
VF
10
Virtu Financial
New York
$916K +$908K +28,277 New
OC
11
Oppenheimer & Co
New York
$914K +$87.1K +2,712 +11%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$845K +$132K +4,110 +19%
RJA
13
Raymond James & Associates
Florida
$813K +$238K +7,402 +42%
Morgan Stanley
14
Morgan Stanley
New York
$667K -$2.62M -81,647 -80%
MML Investors Services
15
MML Investors Services
Massachusetts
$664K +$95.2K +2,962 +17%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$366K
RJFSA
17
Raymond James Financial Services Advisors
Florida
$364K -$320K -9,949 -47%
CAM
18
Concorde Asset Management
Michigan
$364K -$50.7K -1,577 -12%
TSS
19
Two Sigma Securities
New York
$358K +$355K +11,059 New
IWA
20
IBEX Wealth Advisors
New Jersey
$334K +$1.03K +32 +0.3%
SFG
21
StrategIQ Financial Group
Indiana
$328K -$75.4K -2,346 -19%
Jane Street
22
Jane Street
New York
$236K -$576K -17,925 -71%
FHA
23
First Horizon Advisors
Tennessee
$137K +$6.42K +200 +5%
AG
24
Advisor Group
Arizona
$120K +$20.6K +642 +21%
Citigroup
25
Citigroup
New York
$82K +$41.8K +1,300 +105%

PBJ Hedge Fund Activity: Q3 2017 in Review

34 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Invesco Food & Beverage ETF (PBJ) for Q3 2017, worth a combined $26.8M — down 38% from $43.4M a quarter earlier.

Fund positioning in PBJ was balanced in Q3 2017: 5 funds opened new positions, 5 closed out, 13 added to existing stakes and 11 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $908K. The largest seller was Wells Fargo, cutting an estimated $6.82M.

  • 34 institutional investors held Invesco Food & Beverage ETF (PBJ) as of Q3 2017, down from 35 in Q2 2017.
  • Funds reported $26.8M of Invesco Food & Beverage ETF stock for Q3 2017, down 38% quarter-over-quarter.
  • 5 funds opened new Invesco Food & Beverage ETF positions in Q3 2017 and 5 closed out, a net change of 0 holders.
  • The largest Invesco Food & Beverage ETF buyer in Q3 2017 was Virtu Financial, an estimated $908K added.
  • The largest Invesco Food & Beverage ETF seller in Q3 2017 was Wells Fargo, an estimated $6.82M sold.

Based on aggregated 13F filings for Q3 2017.