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Invesco Energy Exploration & Production ETF

27 hedge funds and large institutions have $13.9M invested in Invesco Energy Exploration & Production ETF in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

4.67% less ownership

Funds ownership: 25.15%20.47% (-4.7%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

40% less capital invested

Capital invested by funds: $23.2M → $13.9M (-$9.28M)

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$2.6M -$5.47K -291 -0.2%
LPL Financial
2
LPL Financial
California
$1.69M +$34.2K +1,822 +2%
Morgan Stanley
3
Morgan Stanley
New York
$1.5M -$4.34M -230,746 -75%
UBS Group
4
UBS Group
Switzerland
$1.18M +$542K +28,854 +96%
SG Americas Securities
5
SG Americas Securities
New York
$971K -$460K -24,458 -34%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$967K -$78.1K -4,154 -8%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$812K -$51.9K -2,762 -6%
Bank of America
8
Bank of America
North Carolina
$807K +$10.4K +554 +1%
VKH
9
Virtu KCG Holdings
New York
$762K -$507K -26,974 -41%
Jane Street
10
Jane Street
New York
$638K +$600K +31,909 New
HF
11
Hoxton Financial
West Virginia
$526K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$505K -$962K -51,159 -67%
Stifel Financial
13
Stifel Financial
Missouri
$257K +$33.8K +1,800 +16%
Wells Fargo
14
Wells Fargo
California
$176K -$50.2K -2,668 -23%
Axa
15
Axa
France
$129K -$3.76K -200 -3%
MFS
16
MSI Financial Services
Massachusetts
$85K +$22.6K +1,202 +39%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$79K +$8.69K +462 +13%
WEC
18
Winslow Evans & Crocker
Massachusetts
$74K
SIG
19
Stanford Investment Group
California
$51K -$48.3K -2,570 -50%
AIG
20
American International Group
New York
$26K
Creative Planning
21
Creative Planning
Kansas
$13K +$56 +3 +0.4%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$9K
PSUF
23
People's United Financial
Connecticut
$6K
SBL
24
Sargent Bickham Lagudis
Colorado
$4K +$3.76K +200 New
IA
25
IFP Advisors
Florida
$4K +$3.95K +210 New

PXE Hedge Fund Activity: Q1 2016 in Review

27 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q1 2016, worth a combined $13.9M — down 40% from $23.2M a quarter earlier.

Fund positioning in PXE was balanced in Q1 2016: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 10 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $600K. The largest seller was Morgan Stanley, cutting an estimated $4.34M.

  • 27 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $13.9M of Invesco Energy Exploration & Production ETF stock for Q1 2016, down 40% quarter-over-quarter.
  • 3 funds opened new Invesco Energy Exploration & Production ETF positions in Q1 2016 and 3 closed out, a net change of 0 holders.
  • The largest Invesco Energy Exploration & Production ETF buyer in Q1 2016 was Jane Street, an estimated $600K added.
  • The largest Invesco Energy Exploration & Production ETF seller in Q1 2016 was Morgan Stanley, an estimated $4.34M sold.

Based on aggregated 13F filings for Q1 2016.