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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Sell | -6,065 | -100.0% | 0 | $0.00 | Q4 2025 | Jun 12, 2026 |
| Raymond James Financial Inc | Buy | +18,364 | — | 18,364 | $822.80K | Q4 2025 | Feb 18, 2026 |
| Royal Bank Of Canada | Buy | +53,648 | — | 53,648 | $2.40M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +52,749 | — | 52,749 | $2.36M | Q4 2025 | Feb 17, 2026 |
| Howe & Rusling Inc | Buy | +42,327 | — | 42,327 | $1.90M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +15,469 | — | 15,469 | $693.12K | Q4 2025 | Feb 17, 2026 |
| Two Sigma Investments, Lp | Buy | +10,200 | — | 10,200 | $457.01K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +6,991 | — | 6,991 | $313.55K | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +5,982 | — | 5,982 | $268.02K | Q4 2025 | Feb 17, 2026 |
| Iht Wealth Management, Llc | Buy | +5,545 | — | 5,545 | $248.43K | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +3,532 | — | 3,532 | $158.25K | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +1,046 | — | 1,046 | $46.87K | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | Buy | +473 | — | 473 | $21.19K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +411 | — | 411 | $18.40K | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +29,507 | — | 29,507 | $1.32M | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +1,847 | — | 1,847 | $82.75K | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, Llc | Buy | +600 | — | 600 | $26.88K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +300 | — | 300 | $13.45K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +17,976 | — | 17,976 | $805.42K | Q4 2025 | Feb 12, 2026 |
| Principal Securities, Inc. | Buy | +15,645 | — | 15,645 | $700.97K | Q4 2025 | Feb 12, 2026 |
| Wedbush Securities Inc | Buy | +8,883 | — | 8,883 | $398.00K | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | Buy | +4,925 | — | 4,925 | $221.63K | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +1,202 | — | 1,202 | $53.88K | Q4 2025 | Feb 12, 2026 |
| Bank Of Montreal | Buy | +461 | — | 461 | $20.66K | Q4 2025 | Feb 12, 2026 |
| Blackrock, Inc. | Buy | +244 | — | 244 | $10.93K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +54,516 | — | 54,516 | $2.44M | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, Llc | Buy | +412 | — | 412 | $18.46K | Q4 2025 | Feb 11, 2026 |
| Mcf Advisors Llc | Buy | +100 | — | 100 | $4.48K | Q4 2025 | Feb 11, 2026 |
| Goldman Sachs Group Inc | Buy | +25,378 | — | 25,378 | $1.14M | Q4 2025 | Feb 10, 2026 |
| Envestnet Asset Management Inc | Buy | +18,350 | — | 18,350 | $822.18K | Q4 2025 | Feb 10, 2026 |
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.