Who Owns Invesco Food & Beverage ETF (PBJ)?Hedge Fund & Institutional Holders

$48.82+0.10 (+0.21%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.48700020000002e+137T

% of Float Held

QoQ Change in Holders

+13 / -6

Price History

$42.71$44.78$46.84$48.91$50.97Sep 24Jun 25Mar 26

PBJ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Mainsail Financial Group, LLCNew Position+100K+$4.5B
Sage Capital Management, LLCNew Position+43K+$1.9B
HOWE & RUSLING INCNew Position+42K+$1.0B
ROYAL BANK OF CANADAIncreased+23K+$601.0M
Phoenix Wealth AdvisorsNew Position+6K+$259.0M
CALDWELL SUTTER CAPITAL, INC.New Position+3K+$149.0M
Sound Income Strategies, LLCNew Position+868+$40.0M
MCF Advisors LLCNew Position+100+$4.0M
Reyes Financial Architecture, Inc.New Position+68+$3.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+44+$1.0M
Kovack Advisors, Inc.Increased+122+$714K
Bright Futures Wealth Management, LLC.New Position+13K+$592K
HARBOUR INVESTMENTS, INC.New Position+425+$19K
FIRST HORIZON CORPNew Position+364+$16K
WHITTIER TRUST CONew Position+14+$0

PBJ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Kingsview Wealth Management, LLCDecreased-6K-$15.9B
LPL Financial LLCDecreased-50K-$4.8B
UBS Group AGDecreased-29K-$1.4B
GOLDMAN SACHS GROUP INCDecreased-24K-$1.2B
NewEdge Advisors, LLCClosed Position-25K-$1.2B
RAYMOND JAMES FINANCIAL INCDecreased-1K-$896.6M
TWO SIGMA INVESTMENTS, LPDecreased-8K-$834.7M
OSAIC HOLDINGS, INC.Decreased-3K-$469.8M
Prosperity Consulting Group, LLCClosed Position-10K-$461.2M
CITIGROUP INCClosed Position-6K-$264.3M
STIFEL FINANCIAL CORPClosed Position-5K-$251.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-5K-$231.5M
Advisory Services Network, LLCClosed Position-2K-$80.3M
BANK OF MONTREAL /CAN/Decreased-907-$62.7M
Steward Partners Investment Advisory, LLCDecreased-85-$59.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Mainsail Financial Group, LLC100,150$4.5B1.87%Share
2ROYAL BANK OF CANADA53,648$2.0B0.00%Share
3Sage Capital Management, LLC43,179$1.9B0.89%Share
4HOWE & RUSLING INC42,327$1.0B0.07%Share
5GOLDMAN SACHS GROUP INC25,378$1.0B0.00%Share
6BANK OF AMERICA CORP /DE/36,203$1.0B0.00%Share
7UBS Group AG9,885$442.0M0.00%Share
8Phoenix Wealth Advisors5,792$259.0M0.10%Share
9Kovack Advisors, Inc.4,925$221.0M0.02%Share
10CALDWELL SUTTER CAPITAL, INC.3,330$149.0M0.06%Share
11Sound Income Strategies, LLC868$40.0M0.00%Share
12US BANCORP \DE\768$34.0M0.00%Share
13UBS Group AG251$11.0M0.00%Share
14Kingsview Wealth Management, LLC252,723$11.0M0.16%Share
15Abound Wealth Management200$8.0M0.00%Share
16MCF Advisors LLC100$4.0M0.00%Share
17Reyes Financial Architecture, Inc.68$3.0M0.00%Share
18Kingsview Wealth Management, LLC88,710$3.0M0.04%Share
19LPL Financial LLC54,516$2.0M0.00%Share
20INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC44$1.0M0.00%Share
21MORGAN STANLEY29,506$1.0M0.00%Share
22Bright Futures Wealth Management, LLC.13,217$592K0.44%Share
23HARBOUR INVESTMENTS, INC.425$19K0.00%Share
24FIRST HORIZON CORP364$16K0.00%Share
25PRINCIPAL SECURITIES, INC.15,645$00.00%Share
26HighTower Advisors, LLC5,274$00.00%Share
27MORGAN STANLEY1$00.00%Share
28BlackRock, Inc.244$00.00%Share
29WEDBUSH SECURITIES INC8,883$00.00%Share
30Farther Finance Advisors, LLC6$00.00%Share
31COMMONWEALTH EQUITY SERVICES, LLC17,976$00.00%Share
32RAYMOND JAMES FINANCIAL INC12,961$00.00%Share
33RAYMOND JAMES FINANCIAL INC5,403$00.00%Share
34Tower Research Capital LLC (TRC)1,046$00.00%Share
35FMR LLC411$00.00%Share
36BANK OF AMERICA CORP /DE/16,546$00.00%Share
37JONES FINANCIAL COMPANIES LLLP3,532$00.00%Share
38AMERIPRISE FINANCIAL INC5,982$00.00%Share
39Cetera Investment Advisers15,469$00.00%Share
40Legacy Wealth Managment, LLC/ID6$00.00%Share
41SageView Advisory Group, LLC500$00.00%Share
42IHT Wealth Management, LLC5,545$00.00%Share
43Aptus Capital Advisors, LLC600$00.00%Share
44Steward Partners Investment Advisory, LLC1,202$00.00%Share
45Parallel Advisors, LLC412$00.00%Share
46Kestra Advisory Services, LLC1,847$00.00%Share
47ENVESTNET ASSET MANAGEMENT INC18,350$00.00%Share
48Global Retirement Partners, LLC171$00.00%Share
49WHITTIER TRUST CO14$00.00%Share
50OSAIC HOLDINGS, INC.6,991$00.00%Share

PBJ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202551$12.6B+17
Q3 202534$32.1B-9
Q2 202543$36.0B-9
Q1 202552$29.6B+5
Q4 202447$1.6T+3
Q3 202444$15.8T-5
Q2 202449$2.0T+9
Q1 202440$293.1T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold PBJ (Invesco Food & Beverage ETF). The largest holder is Mainsail Financial Group, LLC with $4.5B in shares. This quarter, 13 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own PBJ?

As of Q4 2025, 50 institutional investors report holding PBJ (Invesco Food & Beverage ETF) in their 13F filings.

Who is the largest institutional holder of PBJ?

The largest institutional holder of PBJ is Mainsail Financial Group, LLC with $4.5B in shares.

Is institutional ownership of PBJ increasing or decreasing?

This quarter, 13 institutions opened new positions in PBJ and 6 closed their positions.