Invesco Energy Exploration & Production ETF
27 hedge funds and large institutions have $44.4M invested in Invesco Energy Exploration & Production ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 6 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 4
12% more capital invested
Capital invested by funds: $39.5M → $44.4M (+$4.85M)
7% less funds holding
Funds holding: 29 → 27 (-2)
10.44% less ownership
Funds ownership: 58.62% → 48.18% (-10%)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.15M |
| 2 |
Morgan Stanley
New York
|
+$1.86M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$532K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$426K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$379K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$7.74M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.89M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$361K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$280K |
| 5 |
EH
Equitable Holdings
New York
|
-$102K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
26
Capital Investment Advisory Services
Raleigh,
North Carolina
| $11K | – | – | – |
|
|
FF
27
FourThought Financial
Venice,
Florida
| $2K | +$66 | +4 | +3% |
|
|
28
Citadel Advisors
Miami,
Florida
| – | -$1.89M | -127,540 | Closed |
|
|
29
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$280K | -18,966 | Closed |
|
|
WAP
30
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$52K | -3,550 | Closed |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| – | -$27.9K | -1,700 | Closed |
|
|
AP
32
Atwood & Palmer
Kansas City,
Missouri
| – | -$10K | -680 | Closed |
|
PXE Hedge Fund Activity: Q2 2021 in Review
27 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q2 2021, worth a combined $44.4M — up 12% from $39.5M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PXE and 4 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 16 added.
The largest buyer was LPL Financial, adding an estimated $2.15M. The largest seller was HighTower Advisors, cutting an estimated $7.74M.
- 27 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q2 2021, down from 29 in Q1 2021.
- Funds reported $44.4M of Invesco Energy Exploration & Production ETF stock for Q2 2021, up 12% quarter-over-quarter.
- 4 funds opened new Invesco Energy Exploration & Production ETF positions in Q2 2021 and 6 closed out, a net change of -2 holders.
- The largest Invesco Energy Exploration & Production ETF buyer in Q2 2021 was LPL Financial, an estimated $2.15M added.
- The largest Invesco Energy Exploration & Production ETF seller in Q2 2021 was HighTower Advisors, an estimated $7.74M sold.
Based on aggregated 13F filings for Q2 2021.