Invesco Food & Beverage ETF
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
11% more capital invested
Capital invested by funds: $43.4M [Q2] → $48.2M (+$4.78M) [Q3]
2.08% more ownership
Funds ownership: 38.35% [Q2] → 40.43% (+2.08%) [Q3]
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
13% less funds holding
Funds holding: 60 [Q2] → 52 (-8) [Q3]
57% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 14
Research analyst outlook
We haven’t received any recent analyst ratings for PBJ.
Financial journalist opinion
Negative
Zacks Investment Research
1 month ago
Consumer ETFs in Focus Amid Likely Tariff Hike
If the promised Trump tariffs take effect soon, inflation could go up and leave a dent on consumers' buying power.
Positive
Zacks Investment Research
2 months ago
ETFs to Tap Rising Grocery Prices
Despite easing inflation, consumers continue to see higher prices for groceries. Investors seeking to take advantage of the increased price of groceries should consider these ETFs.
Positive
Seeking Alpha
3 months ago
PBJ: Consumer Staples Dashboard For September
This article provides a dashboard with industry metrics in consumer staples and reviews sector ETFs. The most attractive subsector regarding value and quality scores is household products, while the tobacco industry has the worst quality score. We look at Invesco Food & Beverage ETF, a consumer staples ETF focusing on 2 subsectors with a strategy based on fundamentals and momentum.
Neutral
Zacks Investment Research
6 months ago
ETFs in Focus Post Disappointing Retail Sales Data
After disappointing retail sales data in May, look into ETFs to navigate the uncertain landscape better.
Negative
Seeking Alpha
6 months ago
PBJ: This High Growth Food And Beverage ETF Is Still Too Expensive
PBJ tracks a proprietary Index of 30 U.S. stocks in the food and beverage industry. Its expense ratio is 0.57% and the ETF has $113 million in assets under management. In previous reviews, I've identified buying opportunities for those interested in trading PBJ, as its relatively weak quality suggests it's not an appropriate long-term hold. The Index reconstitutes quarterly, meaning short-term opportunities are always possible. However, PBJ's valuation is only slightly better than XLP's, the higher-quality and lower-cost S&P 500 Consumer Staples ETF.
Positive
Zacks Investment Research
6 months ago
5 ETF Zones to Benefit as Inflation Cools in May
Inflation in the United States cooled down in May for the second consecutive month. We have highlighted ETFs from five sectors that will benefit from easing inflation.
Positive
InvestorPlace
7 months ago
Stock Market Crash Alert: 3 Must-Buy Restaurant Stocks When Prices Plunge
Macroeconomic headwinds are buffeting consumer confidence and bringing volatility especially to high-growth stocks on Wall Street. Therefore, investors look at sectors outside technology, like these three restaurant stocks to buy.
Positive
Zacks Investment Research
8 months ago
GDP Growth Slows in Q1: 5 ETFs to Invest In
The U.S. economy expanded at the slowest pace in two years. investors should bet on defensive areas that will likely see growth even if the economy slows down.
Positive
Zacks Investment Research
9 months ago
Consumer Staples ETF (PBJ) Hits a New 52-Week High
For investors seeking momentum, Invesco Dynamic Food & Beverage ETF PBJ is probably on the radar. The fund just hit a 52-week high and is up 19% from its 52-week low price of $40.05/share.
Negative
Seeking Alpha
11 months ago
PBJ: This Food And Beverage ETF Just Got Way More Expensive
PBJ tracks an Index of 30 U.S. Food & Beverage stocks. It reconstitutes quarterly, and unfortunately, its five-point discount on forward earnings from August has disappeared. Quality didn't improve either, meaning PBJ is only a growth and momentum play right now. Shareholders should demand more. With a 0.57% expense ratio and a long-term track record that lags XLP by 119%, it's evident the strategy has flaws.
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