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Invesco Energy Exploration & Production ETF

67 hedge funds and large institutions have $129M invested in Invesco Energy Exploration & Production ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

625% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 4

59% more capital invested

Capital invested by funds: $80.9M → $129M (+$47.8M)

56% more funds holding

Funds holding: 4367 (+24)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11.24% less ownership

Funds ownership: 59.9%48.66% (-11%)

Holders
67
Holders Change
+24
Holders Change %
+55.81%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
17
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$109K
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$70K +$60.2K +2,508 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$49K
MCC
54
Money Concepts Capital
Florida
$49K +$42.1K +1,754 New
IA
55
IFP Advisors
Florida
$38K +$34.5K +1,437 New
PA
56
PSI Advisors
Florida
$36K
BCMLT
57
Beacon Capital Management LLC (Tennessee)
Tennessee
$35K +$30K +1,250 New
CFD
58
Creative Financial Designs
Indiana
$28K +$24K +1,000 New
APA
59
American Portfolios Advisors
New York
$27.8K +$24K +1,000 New
Simplex Trading
60
Simplex Trading
Illinois
$24K +$21.4K +893 New
MIM
61
Macroview Investment Management
Maryland
$22K +$19.2K +800 New
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18K
CIAS
63
Capital Investment Advisory Services
North Carolina
$17K +$48 +2 +0.3%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$8K +$24 +1 +0.3%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$5K +$264 +11 +6%
CICI
66
Capital Investment Counsel Inc
North Carolina
$3K +$2.4K +100 New
SWM
67
Spire Wealth Management
Virginia
$3K +$2.4K +100 New
FIM
68
Freedom Investment Management
Connecticut
-$2.02M -104,552 Closed
BRWA
69
B. Riley Wealth Advisors
Florida
-$462K -23,918 Closed
FGAM
70
Financial Gravity Asset Management
Texas
-$37.7K -437 Closed
HNWA
71
Henrickson Nauta Wealth Advisors
Michigan
-$6K -297 Closed

PXE Hedge Fund Activity: Q1 2022 in Review

67 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q1 2022, worth a combined $129M — up 59% from $80.9M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PXE positions and 4 closed out — a net gain of 25 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.22M. The largest seller was Amundi, cutting an estimated $2.08M.

  • 67 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q1 2022, up from 43 in Q4 2021.
  • Funds reported $129M of Invesco Energy Exploration & Production ETF stock for Q1 2022, up 59% quarter-over-quarter.
  • 29 funds opened new Invesco Energy Exploration & Production ETF positions in Q1 2022 and 4 closed out, a net change of +25 holders.
  • The largest Invesco Energy Exploration & Production ETF buyer in Q1 2022 was Commonwealth Equity Services, an estimated $5.22M added.
  • The largest Invesco Energy Exploration & Production ETF seller in Q1 2022 was Amundi, an estimated $2.08M sold.

Based on aggregated 13F filings for Q1 2022.