Invesco Energy Exploration & Production ETF
33 hedge funds and large institutions have $36.7M invested in Invesco Energy Exploration & Production ETF in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 0 closing their positions.
32% more funds holding
Funds holding: 25 → 33 (+8)
0% more capital invested
Capital invested by funds: $36.5M → $36.7M (+$135K)
13.32% less ownership
Funds ownership: 45.08% → 31.77% (-13%)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$9.16M |
| 2 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$1.79M |
| 3 |
Axa
Paris,
France
|
+$644K |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$402K |
| 5 |
LPL Financial
San Diego,
California
|
+$287K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.71M |
| 3 |
Citigroup
New York
|
-$1.64M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.19M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$326K |
PXE Hedge Fund Activity: Q4 2013 in Review
33 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q4 2013, worth a combined $36.7M — up 0.37% from $36.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PXE positions and 0 closed out — a net gain of 8 holders — while 7 added to existing stakes and 11 trimmed.
The largest buyer was Accuvest Global Advisors, opening a new position worth an estimated $9.16M. The largest seller was Morgan Stanley, cutting an estimated $12.3M.
- 33 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q4 2013, up from 25 in Q3 2013.
- Funds reported $36.7M of Invesco Energy Exploration & Production ETF stock for Q4 2013, up 0.37% quarter-over-quarter.
- 8 funds opened new Invesco Energy Exploration & Production ETF positions in Q4 2013 and 0 closed out, a net change of +8 holders.
- The largest Invesco Energy Exploration & Production ETF buyer in Q4 2013 was Accuvest Global Advisors, an estimated $9.16M added.
- The largest Invesco Energy Exploration & Production ETF seller in Q4 2013 was Morgan Stanley, an estimated $12.3M sold.
Based on aggregated 13F filings for Q4 2013.