Invesco Energy Exploration & Production ETF
35 hedge funds and large institutions have $17.8M invested in Invesco Energy Exploration & Production ETF in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 11 closing their positions.
7.21% less ownership
Funds ownership: 26.65% → 19.44% (-7.2%)
13% less funds holding
Funds holding: 40 → 35 (-5)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
48% less capital invested
Capital invested by funds: $34.2M → $17.8M (-$16.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$1.25M |
| 2 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
+$508K |
| 3 |
S
SignatureFD
Atlanta,
Georgia
|
+$410K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$350K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$163K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.75M |
| 2 |
SG Americas Securities
New York
|
-$1.86M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.62M |
| 4 |
Morgan Stanley
New York
|
-$1.61M |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$1.2M |
PXE Hedge Fund Activity: Q4 2014 in Review
35 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q4 2014, worth a combined $17.8M — down 48% from $34.2M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PXE and 8 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 10 added.
The largest buyer was Creative Planning, adding an estimated $1.25M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.75M sold.
- 35 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q4 2014, down from 40 in Q3 2014.
- Funds reported $17.8M of Invesco Energy Exploration & Production ETF stock for Q4 2014, down 48% quarter-over-quarter.
- 8 funds opened new Invesco Energy Exploration & Production ETF positions in Q4 2014 and 11 closed out, a net change of -3 holders.
- The largest Invesco Energy Exploration & Production ETF buyer in Q4 2014 was Creative Planning, an estimated $1.25M added.
- The largest Invesco Energy Exploration & Production ETF seller in Q4 2014 was Susquehanna International Group, an estimated $2.75M sold.
Based on aggregated 13F filings for Q4 2014.