Invesco Food & Beverage ETF
PBJ
54 hedge funds and large institutions have $48.3M invested in Invesco Food & Beverage ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 12 closing their positions.
65% more capital inflows, than outflows
Capital inflows: $11.6M | Capital outflows: $7.06M
4.05% more ownership
Funds ownership: 36.47% → 40.52% (+4%)
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
10% less funds holding
Funds holding: 60 → 54 (-6)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$6.51M |
| 2 |
Goldman Sachs
New York
|
+$2.56M |
| 3 |
Prosperity Consulting Group
Owings Mills,
Maryland
|
+$619K |
| 4 |
Principal Securities
Des Moines,
Iowa
|
+$596K |
| 5 |
LPL Financial
San Diego,
California
|
+$533K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.84M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$887K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$878K |
| 4 |
Avantax Advisory Services
Dallas,
Texas
|
-$793K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$572K |
PBJ Hedge Fund Activity: Q3 2024 in Review
54 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in Invesco Food & Beverage ETF (PBJ) for Q3 2024, worth a combined $48.3M — up 17% from $41.3M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of PBJ and 7 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 18 added.
The largest buyer was Kingsview Wealth Management, opening a new position worth an estimated $6.51M. The largest seller was UBS Group, cutting an estimated $1.84M.
- 54 institutional investors held Invesco Food & Beverage ETF (PBJ) as of Q3 2024, down from 60 in Q2 2024.
- Funds reported $48.3M of Invesco Food & Beverage ETF stock for Q3 2024, up 17% quarter-over-quarter.
- 7 funds opened new Invesco Food & Beverage ETF positions in Q3 2024 and 12 closed out, a net change of -5 holders.
- The largest Invesco Food & Beverage ETF buyer in Q3 2024 was Kingsview Wealth Management, an estimated $6.51M added.
- The largest Invesco Food & Beverage ETF seller in Q3 2024 was UBS Group, an estimated $1.84M sold.
Based on aggregated 13F filings for Q3 2024.