Invesco Energy Exploration & Production ETF
26 hedge funds and large institutions have $9.33M invested in Invesco Energy Exploration & Production ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
0.82% more ownership
Funds ownership: 14.89% → 15.71% (+0.82%)
0% more funds holding
Funds holding: 26 → 26 (0)
5% less capital invested
Capital invested by funds: $9.8M → $9.33M (-$473K)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$719K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$373K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$205K |
| 4 |
Jane Street
New York
|
+$188K |
| 5 |
JP Morgan Chase
New York
|
+$69.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$280K |
| 2 |
SG Americas Securities
New York
|
-$129K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$109K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$71.1K |
| 5 |
LPL Financial
San Diego,
California
|
-$71K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UCFA
26
United Capital Financial Advisors
Irving,
Texas
| – | -$280K | -12,111 | Closed |
|
|
27
SG Americas Securities
New York
| – | -$129K | -5,607 | Closed |
|
|
NFG
28
Next Financial Group
Houston,
Texas
| – | -$8K | -350 | Closed |
|
|
PSUF
29
People's United Financial
Bridgeport,
Connecticut
| – | -$7K | -300 | Closed |
|
PXE Hedge Fund Activity: Q1 2017 in Review
26 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q1 2017, worth a combined $9.33M — down 4.8% from $9.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PXE positions and 4 closed out — a net gain of 2 holders — while 6 added to existing stakes and 10 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $719K. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $280K sold.
- 26 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $9.33M of Invesco Energy Exploration & Production ETF stock for Q1 2017, down 4.8% quarter-over-quarter.
- 6 funds opened new Invesco Energy Exploration & Production ETF positions in Q1 2017 and 4 closed out, a net change of +2 holders.
- The largest Invesco Energy Exploration & Production ETF buyer in Q1 2017 was Citadel Advisors, an estimated $719K added.
- The largest Invesco Energy Exploration & Production ETF seller in Q1 2017 was United Capital Financial Advisors, an estimated $280K sold.
Based on aggregated 13F filings for Q1 2017.