Invesco Energy Exploration & Production ETF
29 hedge funds and large institutions have $39.5M invested in Invesco Energy Exploration & Production ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1,200% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 1
1,006% more capital invested
Capital invested by funds: $3.57M → $39.5M (+$35.9M)
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
71% more funds holding
Funds holding: 17 → 29 (+12)
37.38% more ownership
Funds ownership: 21.24% → 58.62% (+37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$12.8M |
| 2 |
Morgan Stanley
New York
|
+$3.25M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.47M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.36M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$726K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$286K |
| 3 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$73K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$8.79K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
26
Capital Investment Advisory Services
Raleigh,
North Carolina
| $9K | – | – | – |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | +$1.83K | +136 | +1,236% |
|
|
FF
28
FourThought Financial
Venice,
Florida
| $1K | – | – | – |
|
|
IA
29
Inspire Advisors
Meridian,
Idaho
| – | -$73K | -7,210 | Closed |
|
|
OIA
30
Optimum Investment Advisors
Chicago,
Illinois
| – | +$67 | +5 | New |
|
PXE Hedge Fund Activity: Q1 2021 in Review
29 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q1 2021, worth a combined $39.5M — up 1,006% from $3.57M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PXE positions and 1 closed out — a net gain of 12 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $12.8M. The largest seller was Tower Research Capital (TRC), cutting an estimated $726K.
- 29 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q1 2021, up from 17 in Q4 2020.
- Funds reported $39.5M of Invesco Energy Exploration & Production ETF stock for Q1 2021, up 1,006% quarter-over-quarter.
- 13 funds opened new Invesco Energy Exploration & Production ETF positions in Q1 2021 and 1 closed out, a net change of +12 holders.
- The largest Invesco Energy Exploration & Production ETF buyer in Q1 2021 was HighTower Advisors, an estimated $12.8M added.
- The largest Invesco Energy Exploration & Production ETF seller in Q1 2021 was Tower Research Capital (TRC), an estimated $726K sold.
Based on aggregated 13F filings for Q1 2021.