Invesco Energy Exploration & Production ETF
31 hedge funds and large institutions have $22.6M invested in Invesco Energy Exploration & Production ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 10 closing their positions.
27% more capital invested
Capital invested by funds: $17.8M → $22.6M (+$4.78M)
1.71% more ownership
Funds ownership: 19.44% → 21.15% (+1.7%)
11% less funds holding
Funds holding: 35 → 31 (-4)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.35M |
| 2 |
Morgan Stanley
New York
|
+$2.23M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$1.07M |
| 4 |
Millennium Management
New York
|
+$671K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$588K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.36M |
| 2 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$666K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$481K |
| 4 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
-$474K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$467K |
PXE Hedge Fund Activity: Q1 2015 in Review
31 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q1 2015, worth a combined $22.6M — up 27% from $17.8M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of PXE and 7 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 8 added.
The largest buyer was Royal Bank of Canada, adding an estimated $2.35M. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $1.36M sold.
- 31 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q1 2015, down from 35 in Q4 2014.
- Funds reported $22.6M of Invesco Energy Exploration & Production ETF stock for Q1 2015, up 27% quarter-over-quarter.
- 7 funds opened new Invesco Energy Exploration & Production ETF positions in Q1 2015 and 10 closed out, a net change of -3 holders.
- The largest Invesco Energy Exploration & Production ETF buyer in Q1 2015 was Royal Bank of Canada, an estimated $2.35M added.
- The largest Invesco Energy Exploration & Production ETF seller in Q1 2015 was Sigma Planning Corp, an estimated $1.36M sold.
Based on aggregated 13F filings for Q1 2015.