Invesco Energy Exploration & Production ETF
32 hedge funds and large institutions have $43.3M invested in Invesco Energy Exploration & Production ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
21% more capital invested
Capital invested by funds: $35.8M → $43.3M (+$7.48M)
14% more funds holding
Funds holding: 28 → 32 (+4)
0.85% more ownership
Funds ownership: 36.68% → 37.53% (+0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.53M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.07M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.04M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$934K |
| 5 |
VF
Virtu Financial
New York
|
+$870K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$536K |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$94.5K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$33.1K |
| 4 |
WIM
Westside Investment Management
Santa Monica,
California
|
-$31.1K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$29.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $6K | – | – | – |
|
|
SWP
27
Stratos Wealth Partners
Beachwood,
Ohio
| $6K | +$6K | +225 | New |
|
|
OIA
28
OneDigital Investment Advisors
Overland Park,
Kansas
| $5K | – | – | – |
|
|
MWM
29
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $4K | -$826 | -31 | -15% |
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $3K | – | – | – |
|
|
WEC
31
Winslow Evans & Crocker
Boston,
Massachusetts
| $2K | – | – | – |
|
|
WIM
32
Westside Investment Management
Santa Monica,
California
| – | -$31.1K | -1,165 | Closed |
|
|
CF
33
Centaurus Financial
Anaheim,
California
| – | -$13K | -495 | Closed |
|
PXE Hedge Fund Activity: Q3 2018 in Review
32 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q3 2018, worth a combined $43.3M — up 21% from $35.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PXE positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.53M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $536K.
- 32 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q3 2018, up from 28 in Q2 2018.
- Funds reported $43.3M of Invesco Energy Exploration & Production ETF stock for Q3 2018, up 21% quarter-over-quarter.
- 6 funds opened new Invesco Energy Exploration & Production ETF positions in Q3 2018 and 2 closed out, a net change of +4 holders.
- The largest Invesco Energy Exploration & Production ETF buyer in Q3 2018 was Morgan Stanley, an estimated $1.53M added.
- The largest Invesco Energy Exploration & Production ETF seller in Q3 2018 was Cambridge Investment Research Advisors, an estimated $536K sold.
Based on aggregated 13F filings for Q3 2018.