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Invesco Energy Exploration & Production ETF

60 hedge funds and large institutions have $56.9M invested in Invesco Energy Exploration & Production ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

13% more capital invested

Capital invested by funds: $50.1M → $56.9M (+$6.75M)

1.35% more ownership

Funds ownership: 36.84%38.19% (+1.4%)

0% more funds holding

Funds holding: 6060 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

Holders
60
Holders Change
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
16
Closed
10
Calls
$29K
Puts
Net Calls
+$29K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Change in
Stake
KF
26
KKM Financial
Illinois
$501K +$31.7K +1,000 +8%
GA
27
GoalVest Advisory
New York
$499K
BCM
28
Brookstone Capital Management
Illinois
$487K +$89.9K +2,835 +26%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$409K -$78.5K -2,474 -18%
NA
30
NewEdge Advisors
Louisiana
$343K +$272K +8,577 +849%
IWM
31
IHT Wealth Management
Illinois
$330K +$9.04K +285 +3%
OWM
32
OneAscent Wealth Management
Alabama
$324K
Mariner
33
Mariner
Kansas
$324K
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$289K +$256K +8,074 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$262K +$232K +7,309 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$241K +$213K +6,725 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$233K -$29.7K -937 -13%
EH
38
Equitable Holdings
New York
$215K +$190K +6,000 New
NWMG
39
National Wealth Management Group
Ohio
$208K +$184K +5,803 New
Wells Fargo
40
Wells Fargo
California
$108K +$444 +14 +0.5%
AWM
41
Avior Wealth Management
Nebraska
$58.4K
BCMLT
42
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.8K
TRCT
43
Tower Research Capital (TRC)
New York
$41.9K -$649K -20,462 -95%
LI
44
LRI Investments
Florida
$41.6K +$36.9K +1,162 New
TWC
45
TD Waterhouse Canada
Ontario, Canada
$38.7K
HI
46
Harbour Investments
Wisconsin
$35.9K +$159 +5 +0.5%
PA
47
PSI Advisors
Florida
$35.8K
VDBMI
48
Van Den Berg Management I
Texas
$35.8K +$31.7K +1,000 New
PA
49
Pineridge Advisors
Missouri
$26.9K -$16K -505 -40%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.3K

PXE Hedge Fund Activity: Q1 2024 in Review

60 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q1 2024, worth a combined $56.9M — up 13% from $50.1M a quarter earlier.

Fund positioning in PXE was balanced in Q1 2024: 10 funds opened new positions, 10 closed out, 19 added to existing stakes and 16 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $2.82M. The largest seller was Morgan Stanley, cutting an estimated $3.03M.

  • 60 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $56.9M of Invesco Energy Exploration & Production ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 10 funds opened new Invesco Energy Exploration & Production ETF positions in Q1 2024 and 10 closed out, a net change of 0 holders.
  • The largest Invesco Energy Exploration & Production ETF buyer in Q1 2024 was Commonwealth Equity Services, an estimated $2.82M added.
  • The largest Invesco Energy Exploration & Production ETF seller in Q1 2024 was Morgan Stanley, an estimated $3.03M sold.

Based on aggregated 13F filings for Q1 2024.