We are live on ! Find out more
PBJ icon

Invesco Food & Beverage ETF

52 hedge funds and large institutions have $33M invested in Invesco Food & Beverage ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

6% more funds holding

Funds holding: 4952 (+3)

1.61% less ownership

Funds ownership: 37%35.39% (-1.6%)

11% less capital invested

Capital invested by funds: $37.1M → $33M (-$4.11M)

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.36M -$548K -11,797 -9%
MFG
2
Mainsail Financial Group
Washington
$4M +$215K +4,633 +6%
SCM
3
Sage Capital Management
New Jersey
$2.33M -$248K -5,329 -10%
HR
4
Howe & Rusling
New York
$2.16M +$58.1K +1,251 +3%
Bank of America
5
Bank of America
North Carolina
$1.95M -$1M -21,572 -34%
Raymond James Financial
6
Raymond James Financial
Florida
$1.93M -$196K -4,208 -9%
Goldman Sachs
7
Goldman Sachs
New York
$1.85M +$456K +9,811 +32%
Morgan Stanley
8
Morgan Stanley
New York
$1.83M -$2.48M -53,273 -57%
PS
9
Principal Securities
Iowa
$1.56M
MC
10
Martin & Co
Tennessee
$1.39M +$67.6K +1,455 +5%
UBS Group
11
UBS Group
Switzerland
$994K -$26.7K -575 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$835K +$149K +3,207 +21%
TRCT
13
Tower Research Capital (TRC)
New York
$763K +$684K +14,729 +784%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$728K -$141K -3,033 -16%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$667K -$19.5K -419 -3%
PCG
16
Prosperity Consulting Group
Maryland
$640K +$279 +6 +0%
Osaic Holdings
17
Osaic Holdings
Arizona
$516K +$207K +4,449 +66%
WS
18
Wedbush Securities
California
$480K -$40.8K -878 -8%
Citadel Advisors
19
Citadel Advisors
Florida
$371K +$375K +8,073 New
MML Investors Services
20
MML Investors Services
Massachusetts
$318K -$124K -2,668 -28%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$311K -$38.2K -822 -11%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$267K +$269K +5,798 New
HighTower Advisors
23
HighTower Advisors
Illinois
$242K -$46 -1 -0%
KA
24
Kovack Advisors
Florida
$222K +$93 +2 +0%
Stifel Financial
25
Stifel Financial
Missouri
$218K +$3.11K +67 +1%

PBJ Hedge Fund Activity: Q1 2025 in Review

52 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Food & Beverage ETF (PBJ) for Q1 2025, worth a combined $33M — down 11% from $37.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PBJ positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 20 trimmed.

The largest buyer was Tower Research Capital (TRC), adding an estimated $684K. The largest seller was Morgan Stanley, cutting an estimated $2.48M.

  • 52 institutional investors held Invesco Food & Beverage ETF (PBJ) as of Q1 2025, up from 49 in Q4 2024.
  • Funds reported $33M of Invesco Food & Beverage ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 7 funds opened new Invesco Food & Beverage ETF positions in Q1 2025 and 4 closed out, a net change of +3 holders.
  • The largest Invesco Food & Beverage ETF buyer in Q1 2025 was Tower Research Capital (TRC), an estimated $684K added.
  • The largest Invesco Food & Beverage ETF seller in Q1 2025 was Morgan Stanley, an estimated $2.48M sold.

Based on aggregated 13F filings for Q1 2025.