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Invesco Energy Exploration & Production ETF

29 hedge funds and large institutions have $39.5M invested in Invesco Energy Exploration & Production ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

1,006% more capital invested

Capital invested by funds: $3.57M → $39.5M (+$35.9M)

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

71% more funds holding

Funds holding: 1729 (+12)

37.38% more ownership

Funds ownership: 21.24%58.62% (+37%)

Holders
29
Holders Change
+12
Holders Change %
+70.59%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
8
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$14.1M +$12.8M +950,659 New
Morgan Stanley
2
Morgan Stanley
New York
$4.96M +$3.25M +241,492 +257%
RJA
3
Raymond James & Associates
Florida
$3.51M +$2.36M +175,218 +281%
UBS Group
4
UBS Group
Switzerland
$2.9M +$2.47M +183,689 +1,476%
LPL Financial
5
LPL Financial
California
$2.67M +$2.26M +168,181 +1,378%
Bank of America
6
Bank of America
North Carolina
$2.39M +$1.35M +100,381 +164%
Stifel Financial
7
Stifel Financial
Missouri
$2.1M +$1.91M +142,007 New
Citadel Advisors
8
Citadel Advisors
Florida
$1.89M +$1.71M +127,540 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.12M +$1.02M +76,022 New
Truist Financial
10
Truist Financial
North Carolina
$1.12M +$1.02M +75,977 New
PAG
11
Private Advisor Group
New Jersey
$789K +$718K +53,387 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$445K +$405K +30,138 New
BRWA
13
B. Riley Wealth Advisors
Florida
$368K +$334K +24,869 New
EH
14
Equitable Holdings
New York
$300K +$112K +8,330 +70%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$280K +$255K +18,966 New
IFG
16
Independent Financial Group
California
$249K +$226K +16,818 New
Osaic Holdings
17
Osaic Holdings
Arizona
$147K +$61.3K +4,561 +85%
TRCT
18
Tower Research Capital (TRC)
New York
$57K -$726K -53,988 -93%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$52K +$47.7K +3,550 New
Wells Fargo
20
Wells Fargo
California
$31K -$8.79K -654 -24%
IA
21
IFP Advisors
Florida
$25K +$22.9K +1,700 New
HWM
22
HighMark Wealth Management
Minnesota
$18K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$10K -$286K -21,272 -97%
AP
24
Atwood & Palmer
Missouri
$10K
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.61K

PXE Hedge Fund Activity: Q1 2021 in Review

29 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q1 2021, worth a combined $39.5M — up 1,006% from $3.57M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PXE positions and 1 closed out — a net gain of 12 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $12.8M. The largest seller was Tower Research Capital (TRC), cutting an estimated $726K.

  • 29 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q1 2021, up from 17 in Q4 2020.
  • Funds reported $39.5M of Invesco Energy Exploration & Production ETF stock for Q1 2021, up 1,006% quarter-over-quarter.
  • 13 funds opened new Invesco Energy Exploration & Production ETF positions in Q1 2021 and 1 closed out, a net change of +12 holders.
  • The largest Invesco Energy Exploration & Production ETF buyer in Q1 2021 was HighTower Advisors, an estimated $12.8M added.
  • The largest Invesco Energy Exploration & Production ETF seller in Q1 2021 was Tower Research Capital (TRC), an estimated $726K sold.

Based on aggregated 13F filings for Q1 2021.