Invesco Energy Exploration & Production ETF
28 hedge funds and large institutions have $35.8M invested in Invesco Energy Exploration & Production ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 6 closing their positions.
261% more capital invested
Capital invested by funds: $9.91M → $35.8M (+$25.9M)
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
15.94% more ownership
Funds ownership: 20.74% → 36.68% (+16%)
8% more funds holding
Funds holding: 26 → 28 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$6.52M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.09M |
| 3 |
Morgan Stanley
New York
|
+$4.73M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.69M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$2.66M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.04M |
| 3 |
Jane Street
New York
|
-$875K |
| 4 |
VF
Virtu Financial
New York
|
-$209K |
| 5 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $3K | – | – | – |
|
|
WEC
27
Winslow Evans & Crocker
Boston,
Massachusetts
| $2K | – | – | – |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.04M | -49,215 | Closed |
|
|
29
Jane Street
New York
| – | -$875K | -41,295 | Closed |
|
|
VF
30
Virtu Financial
New York
| – | -$209K | -9,876 | Closed |
|
|
APP
31
Avantax Planning Partners
Dubuque,
Iowa
| – | -$14K | -665 | Closed |
|
|
AWA
32
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$7K | -300 | Closed |
|
|
SWP
33
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$5K | -225 | Closed |
|
PXE Hedge Fund Activity: Q2 2018 in Review
28 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q2 2018, worth a combined $35.8M — up 261% from $9.91M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PXE positions and 6 closed out — a net gain of 2 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $6.52M. The largest seller was Financial Management Professionals, cutting an estimated $2.66M.
- 28 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q2 2018, up from 26 in Q1 2018.
- Funds reported $35.8M of Invesco Energy Exploration & Production ETF stock for Q2 2018, up 261% quarter-over-quarter.
- 8 funds opened new Invesco Energy Exploration & Production ETF positions in Q2 2018 and 6 closed out, a net change of +2 holders.
- The largest Invesco Energy Exploration & Production ETF buyer in Q2 2018 was HighTower Advisors, an estimated $6.52M added.
- The largest Invesco Energy Exploration & Production ETF seller in Q2 2018 was Financial Management Professionals, an estimated $2.66M sold.
Based on aggregated 13F filings for Q2 2018.