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Invesco Energy Exploration & Production ETF

28 hedge funds and large institutions have $11.4M invested in Invesco Energy Exploration & Production ETF in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

72% more capital invested

Capital invested by funds: $6.59M → $11.4M (+$4.76M)

33% more funds holding

Funds holding: 2128 (+7)

7.65% more ownership

Funds ownership: 13.02%20.66% (+7.6%)

Holders
28
Holders Change
+7
Holders Change %
+33.33%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
1
Financial Management Professionals
Texas
$3.42M +$3.19M +149,266 New
Bank of America
2
Bank of America
North Carolina
$1.44M +$76.1K +3,560 +6%
UBS Group
3
UBS Group
Switzerland
$1.28M -$183K -8,542 -13%
Creative Planning
4
Creative Planning
Kansas
$916K
Jane Street
5
Jane Street
New York
$580K +$541K +25,318 New
VF
6
Virtu Financial
New York
$567K -$207K -9,675 -28%
LPL Financial
7
LPL Financial
California
$517K +$58.6K +2,743 +14%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$487K +$212K +9,931 +87%
Goldman Sachs
9
Goldman Sachs
New York
$454K -$53.5K -2,504 -11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$389K +$155K +7,246 +75%
Morgan Stanley
11
Morgan Stanley
New York
$386K -$178K -8,319 -33%
IA
12
IFP Advisors
Florida
$317K +$25.7K +1,201 +10%
Wells Fargo
13
Wells Fargo
California
$246K +$121K +5,647 +111%
AG
14
Advisor Group
Arizona
$106K -$17.6K -822 -15%
JCM
15
Jacobi Capital Management
Pennsylvania
$88K +$257 +12 +0.3%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$44K +$86 +4 +0.2%
WIM
17
Westside Investment Management
California
$27.5K
WEC
18
Winslow Evans & Crocker
Massachusetts
$13.2K
BFEC
19
Benjamin F. Edwards & Company
Missouri
$11K
JP Morgan Chase
20
JP Morgan Chase
New York
$11K
SWP
21
Stratos Wealth Partners
Ohio
$11K +$10.2K +475 New
ME
22
McIlrath & Eck
Washington
$11K +$10.3K +480 New
FAAS
23
First Allied Advisory Services
California
$11K +$10.7K +500 New
HS
24
Horan Securities
United States
$8K
AWA
25
Acorn Wealth Advisors
Michigan
$7K +$6.41K +300 New

PXE Hedge Fund Activity: Q4 2017 in Review

28 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q4 2017, worth a combined $11.4M — up 72% from $6.59M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PXE positions and 0 closed out — a net gain of 7 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Financial Management Professionals, opening a new position worth an estimated $3.19M. The largest seller was Virtu Financial, cutting an estimated $207K.

  • 28 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q4 2017, up from 21 in Q3 2017.
  • Funds reported $11.4M of Invesco Energy Exploration & Production ETF stock for Q4 2017, up 72% quarter-over-quarter.
  • 7 funds opened new Invesco Energy Exploration & Production ETF positions in Q4 2017 and 0 closed out, a net change of +7 holders.
  • The largest Invesco Energy Exploration & Production ETF buyer in Q4 2017 was Financial Management Professionals, an estimated $3.19M added.
  • The largest Invesco Energy Exploration & Production ETF seller in Q4 2017 was Virtu Financial, an estimated $207K sold.

Based on aggregated 13F filings for Q4 2017.