INVESCO FOOD & BEVERAGE ETF (PBJ) Institutional Ownership Changes & 13F Activity

INVESCO FOOD & BEVERAGE ETF (PBJ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Royal Bank Of Canada, Bank Of America Corp, Howe & Rusling Inc, and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Independent Financial Group, LlcSell-6,065-100.0%0$0.00Q4 2025Jun 12, 2026
Raymond James Financial IncBuy+18,364—18,364$822.80KQ4 2025Feb 18, 2026
Royal Bank Of CanadaBuy+53,648—53,648$2.40MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+52,749—52,749$2.36MQ4 2025Feb 17, 2026
Howe & Rusling IncBuy+42,327—42,327$1.90MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+15,469—15,469$693.12KQ4 2025Feb 17, 2026
Two Sigma Investments, LpBuy+10,200—10,200$457.01KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+6,991—6,991$313.55KQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+5,982—5,982$268.02KQ4 2025Feb 17, 2026
Iht Wealth Management, LlcBuy+5,545—5,545$248.43KQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+3,532—3,532$158.25KQ4 2025Feb 17, 2026
Tower Research Capital Llc (Trc)Buy+1,046—1,046$46.87KQ4 2025Feb 17, 2026
Russell Investments Group, Ltd.Buy+473—473$21.19KQ4 2025Feb 17, 2026
Fmr LlcBuy+411—411$18.40KQ4 2025Feb 17, 2026
Morgan StanleyBuy+29,507—29,507$1.32MQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+1,847—1,847$82.75KQ4 2025Feb 13, 2026
Aptus Capital Advisors, LlcBuy+600—600$26.88KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+300—300$13.45KQ4 2025Feb 13, 2026
Commonwealth Equity Services, LlcBuy+17,976—17,976$805.42KQ4 2025Feb 12, 2026
Principal Securities, Inc.Buy+15,645—15,645$700.97KQ4 2025Feb 12, 2026
Wedbush Securities IncBuy+8,883—8,883$398.00KQ4 2025Feb 12, 2026
Kovack Advisors, Inc.Buy+4,925—4,925$221.63KQ4 2025Feb 12, 2026
Steward Partners Investment Advisory, LlcBuy+1,202—1,202$53.88KQ4 2025Feb 12, 2026
Bank Of MontrealBuy+461—461$20.66KQ4 2025Feb 12, 2026
Blackrock, Inc.Buy+244—244$10.93KQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+54,516—54,516$2.44MQ4 2025Feb 11, 2026
Parallel Advisors, LlcBuy+412—412$18.46KQ4 2025Feb 11, 2026
Mcf Advisors LlcBuy+100—100$4.48KQ4 2025Feb 11, 2026
Goldman Sachs Group IncBuy+25,378—25,378$1.14MQ4 2025Feb 10, 2026
Envestnet Asset Management IncBuy+18,350—18,350$822.18KQ4 2025Feb 10, 2026
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Frequently asked questions about PBJ activity

  • Which institutional owners are buying PBJ?

    Institutional owners buying PBJ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PBJ activity?

    "Buy" means an investor increased their reported position in PBJ compared to the prior reporting period. This reflects growing exposure to INVESCO FOOD & BEVERAGE ETF (PBJ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PBJ increasing?

    Institutional interest in PBJ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.