We are live on ! Find out more
PXE icon

Invesco Energy Exploration & Production ETF

20 hedge funds and large institutions have $4.52M invested in Invesco Energy Exploration & Production ETF in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

4.05% less ownership

Funds ownership: 20.64%16.59% (-4%)

20% less funds holding

Funds holding: 2520 (-5)

36% less capital invested

Capital invested by funds: $7.12M → $4.52M (-$2.59M)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
20
Holders Change
-5
Holders Change %
-20%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$989K +$423K +27,286 +72%
UBS Group
2
UBS Group
Switzerland
$932K -$202K -13,043 -17%
Bank of America
3
Bank of America
North Carolina
$670K -$666K -42,999 -49%
VF
4
Virtu Financial
New York
$394K +$23.3K +1,503 +6%
Jane Street
5
Jane Street
New York
$279K +$94.4K +6,095 +49%
AWCI
6
Alpine Woods Capital Investors
New York
$257K
Wells Fargo
7
Wells Fargo
California
$219K -$6.18K -399 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$206K -$660K -42,583 -76%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$201K -$501K -32,310 -71%
LPL Financial
10
LPL Financial
California
$177K -$20.1K -1,295 -10%
AG
11
Advisor Group
Arizona
$59K +$139 +9 +0.2%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$57K -$6.62K -427 -10%
FMP
13
Financial Management Professionals
Texas
$29K +$3.63K +234 +14%
JCM
14
Jacobi Capital Management
Pennsylvania
$18K +$1.7K +110 +10%
CIAS
15
Capital Investment Advisory Services
North Carolina
$17K +$46 +3 +0.3%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$7K
HS
17
Horan Securities
United States
$5K
JP Morgan Chase
18
JP Morgan Chase
New York
$3K
IA
19
IFP Advisors
Florida
$2K +$1.61K +104 New
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$1K
Citadel Advisors
21
Citadel Advisors
Florida
-$249K -14,402 Closed
WAP
22
Wealthcare Advisory Partners
Pennsylvania
-$10K -597 Closed
ME
23
McIlrath & Eck
Washington
-$5K -262 Closed

PXE Hedge Fund Activity: Q3 2019 in Review

20 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q3 2019, worth a combined $4.52M — down 36% from $7.12M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PXE and 1 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 7 added.

The largest buyer was Morgan Stanley, adding an estimated $423K. The largest seller was Bank of America, cutting an estimated $666K.

  • 20 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q3 2019, down from 25 in Q2 2019.
  • Funds reported $4.52M of Invesco Energy Exploration & Production ETF stock for Q3 2019, down 36% quarter-over-quarter.
  • 1 fund opened new Invesco Energy Exploration & Production ETF positions in Q3 2019 and 5 closed out, a net change of -4 holders.
  • The largest Invesco Energy Exploration & Production ETF buyer in Q3 2019 was Morgan Stanley, an estimated $423K added.
  • The largest Invesco Energy Exploration & Production ETF seller in Q3 2019 was Bank of America, an estimated $666K sold.

Based on aggregated 13F filings for Q3 2019.