Invesco Food & Beverage ETF
85 hedge funds and large institutions have $143M invested in Invesco Food & Beverage ETF in 2022 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 6 closing their positions.
383% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 6
233% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 9
115% more capital invested
Capital invested by funds: $66.6M → $143M (+$76.4M)
37% more funds holding
Funds holding: 62 → 85 (+23)
1.6% less ownership
Funds ownership: 54.18% → 52.58% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$25.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.9M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$10.5M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.17M |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$6.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$4.13M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.44M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.36M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$778K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$703K |
PBJ Hedge Fund Activity: Q2 2022 in Review
85 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Invesco Food & Beverage ETF (PBJ) for Q2 2022, worth a combined $143M — up 115% from $66.6M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new PBJ positions and 6 closed out — a net gain of 23 holders — while 30 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $25.8M. The largest seller was Truist Financial, cutting an estimated $4.13M.
- 85 institutional investors held Invesco Food & Beverage ETF (PBJ) as of Q2 2022, up from 62 in Q1 2022.
- Funds reported $143M of Invesco Food & Beverage ETF stock for Q2 2022, up 115% quarter-over-quarter.
- 29 funds opened new Invesco Food & Beverage ETF positions in Q2 2022 and 6 closed out, a net change of +23 holders.
- The largest Invesco Food & Beverage ETF buyer in Q2 2022 was Morgan Stanley, an estimated $25.8M added.
- The largest Invesco Food & Beverage ETF seller in Q2 2022 was Truist Financial, an estimated $4.13M sold.
Based on aggregated 13F filings for Q2 2022.