Invesco Energy Exploration & Production ETF
60 hedge funds and large institutions have $66.8M invested in Invesco Energy Exploration & Production ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
31% more capital invested
Capital invested by funds: $50.8M → $66.8M (+$15.9M)
7% more funds holding
Funds holding: 56 → 60 (+4)
3.7% more ownership
Funds ownership: 34.22% → 37.93% (+3.7%)
32% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$4.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.33M |
| 3 |
LPL Financial
San Diego,
California
|
+$811K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$762K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$567K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.67M |
| 2 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
-$1.23M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$679K |
| 4 |
Goldman Sachs
New York
|
-$541K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$481K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWM
51
HighMark Wealth Management
St. Paul,
Minnesota
| $13K | – | – | – |
|
52
Fidelity Investments
Boston,
Massachusetts
| $5.85K | – | – | – |
|
53
Amundi
Paris,
France
| $4.96K | – | – | – |
|
|
SWM
54
Spire Wealth Management
Mclean,
Virginia
| $3.25K | +$3.12K | +100 | New |
|
|
WWP
55
WR Wealth Planners
Columbia,
Missouri
| $3.25K | +$3.12K | +100 | New |
|
|
IPW
56
Impact Partnership Wealth
Marietta,
Georgia
| $2.41K | – | – | – |
|
|
IA
57
IFP Advisors
Tampa,
Florida
| $1.95K | – | – | – |
|
58
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.63K | – | – | – |
|
59
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$968 | +31 | New |
|
|
GTAM
60
Global Trust Asset Management
West Palm Beach,
Florida
| $130 | – | – | – |
|
|
61
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$679K | -24,385 | Closed |
|
|
62
Goldman Sachs
New York
| – | -$541K | -19,430 | Closed |
|
|
FMP
63
Financial Management Professionals
Austin,
Texas
| – | -$79K | -2,832 | Closed |
|
64
Simplex Trading
Chicago,
Illinois
| – | -$12K | -452 | Closed |
|
PXE Hedge Fund Activity: Q3 2023 in Review
60 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q3 2023, worth a combined $66.8M — up 31% from $50.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PXE positions and 4 closed out — a net gain of 4 holders — while 15 added to existing stakes and 22 trimmed.
The largest buyer was UBS Group, adding an estimated $4.3M. The largest seller was Cetera Advisor Networks, cutting an estimated $1.67M.
- 60 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q3 2023, up from 56 in Q2 2023.
- Funds reported $66.8M of Invesco Energy Exploration & Production ETF stock for Q3 2023, up 31% quarter-over-quarter.
- 8 funds opened new Invesco Energy Exploration & Production ETF positions in Q3 2023 and 4 closed out, a net change of +4 holders.
- The largest Invesco Energy Exploration & Production ETF buyer in Q3 2023 was UBS Group, an estimated $4.3M added.
- The largest Invesco Energy Exploration & Production ETF seller in Q3 2023 was Cetera Advisor Networks, an estimated $1.67M sold.
Based on aggregated 13F filings for Q3 2023.