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Sunday, August 23, 2026The Morning Brief →Sign in

Invesco Dynamic Food & Beverage ETF

$48.61+0.43% today
455152-WK

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is composed of common stocks of U.S. food and beverage companies. These companies are engaged principally in the manufacture, sale or distribution of food and beverage products, agricultural products and products related to the development of new food technologies. The fund is non-diversified.

Price & daily flows
49.748.146.448.61DAILY NET FLOWAug 22Mar 18Jun 3Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN · NET −$5M OVER THIS RANGE

The desk’s read

Money is leaving — −$17M walked out over the past month, about 18.4% of the fund's asset base, while the price has returned -3.1% so far this year. At 0.57% a year it is not the cheapest way in — ITDG runs the same ground at 0.11%.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$92Massets under management
0.57%expense ratio · $57 per $10,000 a year
−$17Mnet flow, trailing month
31Kavg daily volume, 30 days
31holdings · US-domiciled
2005listed June 22, 2005 · beta 0.09
The book at a glance
KO+0.7%MNST+0.6%SBUX+3.0%CTVA+2.9%ADM-1.7%PEP+1.0%HSY-1.0%KR+2.8%FRPT-0.2%CART-2.4%NOMD+1.7%ARMK+0.7%DAR-3.1%COKE+0.8%HLF+4.1%SAM-2.6%WMK+1.2%IMKTA+0.1%UNFI+2.7%DMC-0.1%ANDE+1.1%BG-3.0%ARCO+2.1%TSN+0.1%FLO-2.1%AGRO+1.2%SEB-2.2%SFD-0.1%POST+2.5%ACI+3.3%

CELL SIZE IS PORTFOLIO WEIGHT · COLOR IS TODAY’S MOVE · TOP 40 POSITIONS

HoldingsDownload CSV
#HoldingWeightPriceDay52-wk
1KOCOCA COLA5.58%$91.10+0.7%
2MNSTMONSTER BEVERAGE5.39%$47.79+0.6%
3SBUXSTARBUCKS5.11%$107.08+3.0%
4CTVACORTEVA4.98%$81.79+2.9%
5ADMARCHER-DANIELS-MIDLAND5.23%$80.30-1.7%
6PEPPEPSICO4.84%$143.48+1.0%
7HSYHERSHEY4.92%$186.46-1.0%
8KRKROGER4.36%$57.90+2.8%
9FRPTFRESHPET3.93%$73.97-0.2%
10CARTMAPLEBEAR INC3.41%$49.83-2.4%
11NOMDNOMAD FOODS3.12%$11.81+1.7%
12ARMKARAMARK3.08%$59.77+0.7%
13DARDARLING INGREDIENTS3.09%$65.74-3.1%
14COKECOCA-COLA CONSOLIDATED2.88%$189.10+0.8%
15HLFHERBALIFE2.71%$12.65+4.1%

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Performance
1 week+1.2%
1 month+1.9%
3 months+0.3%
6 months-2.8%
YTD-3.1%
1 year+0.4%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month−$17M
3 months+$840K
YTD−$19M
1 year−$5M

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

Monthly net flows
JunJulAugSepOctFebMarAprMayJunJulAug
DAILY CREATION/REDEMPTION RECORDS, TRAILING TWELVE MONTHS
The risk read
12%realized volatility, 30 days (annualized)
18%realized volatility, 1 year
-9.4%deepest fall from a peak, 1 year
-4.6%where it sits vs. that peak today

The top holding is 5.6% of the book; the top ten carry 48%. Spread across 32+ names, it behaves like roughly 27 equally-weighted positions.

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

Options tape
calls today
puts today
put/call ratio
8Kshares traded
Most-traded holdings, options premiumBullishBearish
KO COCA COLA$5M$6M
PEP PEPSICO$2M$2M
SBUX STARBUCKS$2M$2M
DAR DARLING INGREDIENTS$1M$1M
KR KROGER$1M$884,557

TODAY’S OPTIONS PREMIUM IN THE FUND’S UNDERLYING NAMES

InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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