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Invesco Food & Beverage ETF

33 hedge funds and large institutions have $18.9M invested in Invesco Food & Beverage ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

8% more capital invested

Capital invested by funds: $17.4M → $18.9M (+$1.46M)

2.41% more ownership

Funds ownership: 22.79%25.2% (+2.4%)

3% less funds holding

Funds holding: 3433 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.49M +$915K +27,651 +35%
Bank of America
2
Bank of America
North Carolina
$3.07M -$185K -5,588 -6%
MC
3
Martin & Co
Tennessee
$2.15M -$9.6K -290 -0.4%
Wells Fargo
4
Wells Fargo
California
$1.83M -$108K -3,257 -5%
UBS Group
5
UBS Group
Switzerland
$1.58M -$121K -3,660 -7%
Jane Street
6
Jane Street
New York
$1.19M +$903K +27,269 +290%
LPL Financial
7
LPL Financial
California
$1.07M -$75.4K -2,279 -6%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.02M +$400K +12,095 +63%
MA
9
Mutual Advisors
Nebraska
$725K +$28.5K +860 +4%
Morgan Stanley
10
Morgan Stanley
New York
$518K +$89.3K +2,699 +20%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$356K +$11.8K +355 +3%
RJA
12
Raymond James & Associates
Florida
$342K -$9.37K -283 -3%
Citadel Advisors
13
Citadel Advisors
Florida
$292K +$297K +8,983 New
CAN
14
Cetera Advisor Networks
California
$236K
RJFSA
15
Raymond James Financial Services Advisors
Florida
$235K -$58.8K -1,775 -20%
WT
16
Whittier Trust
California
$221K
FHA
17
First Horizon Advisors
Tennessee
$151K
SPIA
18
Steward Partners Investment Advisory
New York
$128K -$8.51K -257 -6%
GWM
19
Geneos Wealth Management
Colorado
$48K +$9.93K +300 +25%
AG
20
Advisor Group
Arizona
$48K +$11.6K +350 +31%
Citigroup
21
Citigroup
New York
$40K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$34K +$132 +4 +0.4%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$33K
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.6K
IA
25
IFP Advisors
Florida
$11K +$11.6K +350 New

PBJ Hedge Fund Activity: Q3 2018 in Review

33 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco Food & Beverage ETF (PBJ) for Q3 2018, worth a combined $18.9M — up 8.4% from $17.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PBJ and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 9 added.

The largest buyer was Royal Bank of Canada, adding an estimated $915K. The largest seller was Kalos Management, exiting entirely with an estimated $213K sold.

  • 33 institutional investors held Invesco Food & Beverage ETF (PBJ) as of Q3 2018, down from 34 in Q2 2018.
  • Funds reported $18.9M of Invesco Food & Beverage ETF stock for Q3 2018, up 8.4% quarter-over-quarter.
  • 3 funds opened new Invesco Food & Beverage ETF positions in Q3 2018 and 4 closed out, a net change of -1 holder.
  • The largest Invesco Food & Beverage ETF buyer in Q3 2018 was Royal Bank of Canada, an estimated $915K added.
  • The largest Invesco Food & Beverage ETF seller in Q3 2018 was Kalos Management, an estimated $213K sold.

Based on aggregated 13F filings for Q3 2018.