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Invesco Energy Exploration & Production ETF

26 hedge funds and large institutions have $5.67M invested in Invesco Energy Exploration & Production ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

186% more capital invested

Capital invested by funds: $1.99M → $5.67M (+$3.69M)

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

44% more funds holding

Funds holding: 1826 (+8)

1.35% more ownership

Funds ownership: 19.69%21.03% (+1.3%)

Holders
26
Holders Change
+8
Holders Change %
+44.44%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$1.01M +$674K +72,575 +211%
Morgan Stanley
2
Morgan Stanley
New York
$1.01M -$808 -87 -0.1%
TRCT
3
Tower Research Capital (TRC)
New York
$632K +$619K +66,642 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$486K +$218K +23,495 +85%
Bank of America
5
Bank of America
North Carolina
$423K +$95.1K +10,237 +30%
UBS Group
6
UBS Group
Switzerland
$405K +$31.6K +3,404 +9%
Citadel Advisors
7
Citadel Advisors
Florida
$394K +$39.3K +4,231 +11%
Jane Street
8
Jane Street
New York
$292K +$287K +30,853 New
CWA
9
Capital Wealth Alliance
Arizona
$246K +$241K +25,958 New
IFG
10
Independent Financial Group
California
$159K +$156K +16,782 New
NFG
11
Next Financial Group
Texas
$125K +$122K +13,165 New
LPL Financial
12
LPL Financial
California
$115K +$353 +38 +0.3%
BRWA
13
B. Riley Wealth Advisors
Florida
$114K +$111K +11,958 New
ASN
14
Advisory Services Network
Georgia
$96K +$8.39K +903 +10%
Osaic Holdings
15
Osaic Holdings
Arizona
$73K -$23.4K -2,524 -24%
Wells Fargo
16
Wells Fargo
California
$34K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$25K -$31.5K -3,393 -56%
HWM
18
HighMark Wealth Management
Minnesota
$11K +$11.1K +1,200 New
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.16K +$6.04K +650 New
CIAS
20
Capital Investment Advisory Services
North Carolina
$6K
BFEC
21
Benjamin F. Edwards & Company
Missouri
$3K
PAG
22
Private Advisor Group
New Jersey
$3K +$2.81K +302 New
OPS
23
Orion Portfolio Solutions
Nebraska
$2K
WR
24
Watson Rebecca
$1K +$790 +85 New
WIM
25
Westside Investment Management
California
$11

PXE Hedge Fund Activity: Q2 2020 in Review

26 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q2 2020, worth a combined $5.67M — up 186% from $1.99M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PXE positions and 2 closed out — a net gain of 8 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $674K. The largest seller was Equitable Holdings, exiting entirely with an estimated $68K sold.

  • 26 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q2 2020, up from 18 in Q1 2020.
  • Funds reported $5.67M of Invesco Energy Exploration & Production ETF stock for Q2 2020, up 186% quarter-over-quarter.
  • 10 funds opened new Invesco Energy Exploration & Production ETF positions in Q2 2020 and 2 closed out, a net change of +8 holders.
  • The largest Invesco Energy Exploration & Production ETF buyer in Q2 2020 was Raymond James & Associates, an estimated $674K added.
  • The largest Invesco Energy Exploration & Production ETF seller in Q2 2020 was Equitable Holdings, an estimated $68K sold.

Based on aggregated 13F filings for Q2 2020.