Invesco Food & Beverage ETF
PBJ
37 hedge funds and large institutions have $13.1M invested in Invesco Food & Beverage ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
9% more funds holding
Funds holding: 34 → 37 (+3)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
9.95% less ownership
Funds ownership: 28.71% → 18.76% (-9.9%)
42% less capital invested
Capital invested by funds: $22.5M → $13.1M (-$9.41M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$982K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$766K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$290K |
| 4 |
LPL Financial
San Diego,
California
|
+$91.3K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$82.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$8.65M |
| 2 |
Morgan Stanley
New York
|
-$2.18M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.25M |
| 4 |
EH
Equitable Holdings
New York
|
-$382K |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$377K |
PBJ Hedge Fund Activity: Q4 2020 in Review
37 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco Food & Beverage ETF (PBJ) for Q4 2020, worth a combined $13.1M — down 42% from $22.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PBJ positions and 4 closed out — a net gain of 3 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $982K. The largest seller was Truist Financial, exiting entirely with an estimated $8.65M sold.
- 37 institutional investors held Invesco Food & Beverage ETF (PBJ) as of Q4 2020, up from 34 in Q3 2020.
- Funds reported $13.1M of Invesco Food & Beverage ETF stock for Q4 2020, down 42% quarter-over-quarter.
- 7 funds opened new Invesco Food & Beverage ETF positions in Q4 2020 and 4 closed out, a net change of +3 holders.
- The largest Invesco Food & Beverage ETF buyer in Q4 2020 was Kestra Advisory Services, an estimated $982K added.
- The largest Invesco Food & Beverage ETF seller in Q4 2020 was Truist Financial, an estimated $8.65M sold.
Based on aggregated 13F filings for Q4 2020.