Invesco Food & Beverage ETF
PBJ

$48.05

0.39%

Market Cap: $119M

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

7% more funds holding

Funds holding: 56 [Q1] → 60 (+4) [Q2]

2.89% less ownership

Funds ownership: 39.37% [Q1] → 36.47% (-2.89%) [Q2]

20% less capital invested

Capital invested by funds: $51.6M [Q1] → $41.3M (-$10.3M) [Q2]

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

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Research analyst outlook

We haven’t received any recent analyst ratings for PBJ.

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Financial journalist opinion

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.

PBJ: Consumer Staples Dashboard For September

Zacks Investment Research

ETFs in Focus Post Disappointing Retail Sales Data

After disappointing retail sales data in May, look into ETFs to navigate the uncertain landscape better.

ETFs in Focus Post Disappointing Retail Sales Data

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.

PBJ: This High Growth Food And Beverage ETF Is Still Too Expensive

Zacks Investment Research

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.

5 ETF Zones to Benefit as Inflation Cools in May

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.

Stock Market Crash Alert: 3 Must-Buy Restaurant Stocks When Prices Plunge

Zacks Investment Research

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.

GDP Growth Slows in Q1: 5 ETFs to Invest In

Zacks Investment Research

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.

Consumer Staples ETF (PBJ) Hits a New 52-Week High

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.

PBJ: This Food And Beverage ETF Just Got Way More Expensive

PBJ: Food And Beverage Works In A Volatile Year

The Consumer Staples sector is performing well, indicating a potentially volatile year ahead. Investing in food and beverage stocks offers stability and growth opportunities. The Invesco Food & Beverage ETF provides exposure to the sector with a diverse range of holdings.

PBJ: Food And Beverage Works In A Volatile Year

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