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Invesco Energy Exploration & Production ETF

28 hedge funds and large institutions have $35.8M invested in Invesco Energy Exploration & Production ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more capital invested

Capital invested by funds: $9.91M → $35.8M (+$25.9M)

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

15.94% more ownership

Funds ownership: 20.74%36.68% (+16%)

8% more funds holding

Funds holding: 2628 (+2)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$7.08M +$6.52M +261,069 New
UBS Group
2
UBS Group
Switzerland
$7.06M +$5.09M +203,893 +361%
Morgan Stanley
3
Morgan Stanley
New York
$5.7M +$4.73M +189,478 +915%
Bank of America
4
Bank of America
North Carolina
$3.84M +$2.11M +84,610 +148%
Wells Fargo
5
Wells Fargo
California
$3.38M +$2.69M +107,854 +632%
RJA
6
Raymond James & Associates
Florida
$2.38M +$2.2M +88,007 New
Stifel Financial
7
Stifel Financial
Missouri
$1.42M +$1.31M +52,439 New
FMP
8
Financial Management Professionals
Texas
$1.27M -$2.66M -106,597 -70%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$986K +$909K +36,379 New
LPL Financial
10
LPL Financial
California
$754K +$241K +9,663 +53%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$753K +$323K +12,936 +87%
IA
12
IFP Advisors
Florida
$449K +$68.4K +2,737 +20%
BRWA
13
B. Riley Wealth Advisors
Florida
$330K +$304K +12,155 New
AG
14
Advisor Group
Arizona
$126K +$1.32K +53 +1%
JCM
15
Jacobi Capital Management
Pennsylvania
$96K -$3.97K -159 -4%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$45K
WIM
17
Westside Investment Management
California
$31.1K
BFEC
18
Benjamin F. Edwards & Company
Missouri
$13K
CF
19
Centaurus Financial
California
$13K +$12.4K +495 New
ME
20
McIlrath & Eck
Washington
$9K -$3.5K -140 -29%
HS
21
Horan Securities
United States
$8K
Citigroup
22
Citigroup
New York
$8K +$7.49K +300 New
JP Morgan Chase
23
JP Morgan Chase
New York
$6K
OIA
24
OneDigital Investment Advisors
Kansas
$5K
MWM
25
MinichMacGregor Wealth Management
New York
$5K +$5.2K +208 New

PXE Hedge Fund Activity: Q2 2018 in Review

28 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q2 2018, worth a combined $35.8M — up 261% from $9.91M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PXE positions and 6 closed out — a net gain of 2 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $6.52M. The largest seller was Financial Management Professionals, cutting an estimated $2.66M.

  • 28 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q2 2018, up from 26 in Q1 2018.
  • Funds reported $35.8M of Invesco Energy Exploration & Production ETF stock for Q2 2018, up 261% quarter-over-quarter.
  • 8 funds opened new Invesco Energy Exploration & Production ETF positions in Q2 2018 and 6 closed out, a net change of +2 holders.
  • The largest Invesco Energy Exploration & Production ETF buyer in Q2 2018 was HighTower Advisors, an estimated $6.52M added.
  • The largest Invesco Energy Exploration & Production ETF seller in Q2 2018 was Financial Management Professionals, an estimated $2.66M sold.

Based on aggregated 13F filings for Q2 2018.