Invesco Energy Exploration & Production ETF
60 hedge funds and large institutions have $50.1M invested in Invesco Energy Exploration & Production ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 11 closing their positions.
200% more call options, than puts
Call options by funds: $9K | Put options by funds: $3K
0% more funds holding
Funds holding: 60 → 60 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
1.09% less ownership
Funds ownership: 37.93% → 36.84% (-1.1%)
25% less capital invested
Capital invested by funds: $66.8M → $50.1M (-$16.6M)
39% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 23
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.94M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$668K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$582K |
| 4 |
Two Sigma Investments
New York
|
+$368K |
| 5 |
Jane Street
New York
|
+$313K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.46M |
| 2 |
SAS
SMI Advisory Services
Columbus,
Indiana
|
-$3.73M |
| 3 |
PI
Parkside Investments
Deerfield,
Illinois
|
-$3.1M |
| 4 |
ACM
Anfield Capital Management
Irvine,
California
|
-$1.45M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.05M |
PXE Hedge Fund Activity: Q4 2023 in Review
60 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q4 2023, worth a combined $50.1M — down 25% from $66.8M a quarter earlier.
Fund positioning in PXE was balanced in Q4 2023: 11 funds opened new positions, 11 closed out, 14 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.94M. The largest seller was UBS Group, cutting an estimated $4.46M.
- 60 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $50.1M of Invesco Energy Exploration & Production ETF stock for Q4 2023, down 25% quarter-over-quarter.
- 11 funds opened new Invesco Energy Exploration & Production ETF positions in Q4 2023 and 11 closed out, a net change of 0 holders.
- The largest Invesco Energy Exploration & Production ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.94M added.
- The largest Invesco Energy Exploration & Production ETF seller in Q4 2023 was UBS Group, an estimated $4.46M sold.
Based on aggregated 13F filings for Q4 2023.