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Invesco Energy Exploration & Production ETF

51 hedge funds and large institutions have $35.8M invested in Invesco Energy Exploration & Production ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more call options, than puts

Call options by funds: $216K | Put options by funds: $36K

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0.9% more ownership

Funds ownership: 34.59%35.49% (+0.9%)

4% less funds holding

Funds holding: 5351 (-2)

6% less capital invested

Capital invested by funds: $38.1M → $35.8M (-$2.25M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
16
Reduced
14
Closed
9
Calls
$216K
Puts
$36K
Net Calls
+$180K
Net Calls Change
+$183K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$215K -$158K -5,184 -42%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$105K -$24.6K -807 -19%
Wells Fargo
28
Wells Fargo
California
$82.9K -$61 -2 -0.1%
JP Morgan Chase
29
JP Morgan Chase
New York
$70.7K
MCM
30
MAI Capital Management
Ohio
$46.5K +$47.8K +1,570 New
LI
31
LRI Investments
Florida
$34.4K
PA
32
PSI Advisors
Florida
$29.6K
SPIA
33
Steward Partners Investment Advisory
New York
$28.7K +$17.7K +581 +150%
VDBMI
34
Van Den Berg Management I
Texas
$26.6K
RCA
35
Runnymede Capital Advisors
Ohio
$21.5K +$22.2K +728 New
CWM
36
Copia Wealth Management
Oregon
$19.5K +$20.1K +660 New
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.2K
CIAS
38
Capital Investment Advisory Services
North Carolina
$16K
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$15.9K +$1.13K +37 +7%
S
40
SignatureFD
Georgia
$14.8K +$15.2K +500 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$14.3K -$4.45K -146 -23%
HWM
42
HighMark Wealth Management
Minnesota
$11.8K
RWM
43
Rialto Wealth Management
New York
$10.4K +$10.7K +350 New
HI
44
Harbour Investments
Wisconsin
$7.95K +$61 +2 +0.7%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$6.77K +$6.09K +200 New
GSWM
46
Golden State Wealth Management
California
$6.22K +$6.4K +210 New
Amundi
47
Amundi
France
$4.62K
CFD
48
Creative Financial Designs
Indiana
$3.06K -$4.69K -154 -60%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$3K -$43.9K -1,442 -94%
SWM
50
Spire Wealth Management
Virginia
$2.96K

PXE Hedge Fund Activity: Q4 2024 in Review

51 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q4 2024, worth a combined $35.8M — down 5.9% from $38.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PXE positions and 9 closed out — a net gain of 1 holder — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.47M. The largest seller was MRA Advisory Group, exiting entirely with an estimated $2.92M sold.

  • 51 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q4 2024, down from 53 in Q3 2024.
  • Funds reported $35.8M of Invesco Energy Exploration & Production ETF stock for Q4 2024, down 5.9% quarter-over-quarter.
  • 10 funds opened new Invesco Energy Exploration & Production ETF positions in Q4 2024 and 9 closed out, a net change of +1 holder.
  • The largest Invesco Energy Exploration & Production ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $2.47M added.
  • The largest Invesco Energy Exploration & Production ETF seller in Q4 2024 was MRA Advisory Group, an estimated $2.92M sold.

Based on aggregated 13F filings for Q4 2024.