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Invesco Energy Exploration & Production ETF
PXE

Overview Fund Activity

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.

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
14
Reduced
23
Closed
11
Calls
$9K
Puts
$3K
Net Calls
+$6K
Net Calls Change
-$79K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.43M
2
Bank of America
2
Bank of America
North Carolina
$6.49M
3
MWM
3
MGB Wealth Management
Texas
$578K
4
TRCT
4
Tower Research Capital (TRC)
New York
$668K
5
KF
5
KKM Financial
Illinois
$402K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.63M
2
SAS
2
SMI Advisory Services
Indiana
$0
3
PI
3
Parkside Investments
Illinois
$6.07M
4
ACM
4
Anfield Capital Management
California
$1.83M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OSAM
51
O'Shaughnessy Asset Management
Connecticut
$15.5K 500 +500 New
HWM
52
HighMark Wealth Management
Minnesota
$12.4K 400 – –
SPIA
53
Steward Partners Investment Advisory
New York
$12K 388 +388 New
CFD
54
Creative Financial Designs
Indiana
$7.81K 253 -1,199 -83%
LCM
55
Logan Capital Management
Pennsylvania
$6.09K 197 +197 New
Amundi
56
Amundi
France
$4.59K 151 – –
SWM
57
Spire Wealth Management
Virginia
$2.92K 100 – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$2K 73 +42 +135%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$1.55K 50 – –
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$371 12 -600 -98%
SAS
61
SMI Advisory Services
Indiana
– – -121,714 Closed
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
– – -32,450 Closed
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
– – -18,156 Closed
HSBC Holdings
64
HSBC Holdings
United Kingdom
– – -16,500 Closed
WWM
65
Western Wealth Management
Colorado
– – -8,879 Closed
GCP
66
GSA Capital Partners
United Kingdom
– – -6,600 Closed
ACA
67
Aptus Capital Advisors
Alabama
– – -600 Closed
WWP
68
WR Wealth Planners
Missouri
– – -100 Closed
IPW
69
Impact Partnership Wealth
Georgia
– – -74 Closed
IA
70
IFP Advisors
Florida
– – -60 Closed
GTAM
71
Global Trust Asset Management
Florida
– – -4 Closed
CFGS
72
Concourse Financial Group Securities
Alabama
– – – –
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