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.
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: 53 → 51 (-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: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.47M |
| 2 |
Goldman Sachs
New York
|
+$2.42M |
| 3 |
Morgan Stanley
New York
|
+$2.29M |
| 4 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
+$747K |
| 5 |
Two Sigma Investments
New York
|
+$402K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAG
MRA Advisory Group
Parsippany,
New Jersey
|
-$2.92M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.31M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.23M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$801K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$731K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
T
51
Transce3nd
Kyle,
Texas
| $1.04K | +$1.07K | +35 | New |
|
|
MAG
52
MRA Advisory Group
Parsippany,
New Jersey
| – | -$2.92M | -98,356 | Closed |
|
|
PAG
53
Private Advisor Group
Morristown,
New Jersey
| – | -$1.31M | -44,266 | Closed |
|
|
54
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$801K | -27,023 | Closed |
|
|
BCM
55
Brookstone Capital Management
Wheaton,
Illinois
| – | -$731K | -24,650 | Closed |
|
56
Citadel Advisors
Miami,
Florida
| – | -$478K | -15,682 | Closed |
|
|
GPW
57
Gentry Private Wealth
Wichita,
Kansas
| – | -$414K | -13,952 | Closed |
|
|
GA
58
GoalVest Advisory
New York
| – | -$414K | -13,952 | Closed |
|
|
FPGK
59
Financial Partners Group (Kansas)
Overland Park,
Kansas
| – | -$321K | -10,833 | Closed |
|
|
PTC
60
Private Trust Company
Cleveland,
Ohio
| – | -$15.6K | -525 | Closed |
|
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.