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Invesco Energy Exploration & Production ETF

67 hedge funds and large institutions have $129M invested in Invesco Energy Exploration & Production ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

625% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 4

59% more capital invested

Capital invested by funds: $80.9M → $129M (+$47.8M)

56% more funds holding

Funds holding: 4367 (+24)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11.24% less ownership

Funds ownership: 59.9%48.66% (-11%)

Holders
67
Holders Change
+24
Holders Change %
+55.81%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
17
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$15.3M +$400K +16,668 +3%
MCM
2
Mainstay Capital Management
Michigan
$12.3M -$371K -15,443 -3%
Amundi
3
Amundi
France
$11.9M -$2.08M -86,451 -17%
Morgan Stanley
4
Morgan Stanley
New York
$8.13M -$1.47M -61,108 -17%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.98M +$5.22M +217,265 +309%
LPL Financial
6
LPL Financial
California
$7.27M -$1.95M -81,295 -24%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.95M +$185K +7,710 +46%
Bank of America
8
Bank of America
North Carolina
$5.48M -$997K -41,525 -17%
UBS Group
9
UBS Group
Switzerland
$5.41M +$472K +19,642 +11%
Stifel Financial
10
Stifel Financial
Missouri
$4.67M -$169K -7,017 -4%
RJA
11
Raymond James & Associates
Florida
$4.19M -$729K -30,352 -17%
FMP
12
Financial Management Professionals
Texas
$3.79M +$907K +37,766 +38%
Truist Financial
13
Truist Financial
North Carolina
$3.5M +$295K +12,294 +11%
HH
14
Hilltop Holdings
Texas
$3.47M +$3.01M +125,194 New
ACM
15
Anfield Capital Management
California
$2.64M +$2.28M +95,102 New
HCA
16
Heck Capital Advisors
Wisconsin
$2.47M +$785K +32,666 +58%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.23M -$804K -33,464 -29%
CAN
18
Cetera Advisor Networks
California
$1.95M +$571K +23,759 +51%
PAG
19
Private Advisor Group
New Jersey
$1.74M -$870K -36,210 -37%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.69M -$98.4K -4,097 -6%
GVAG
21
Great Valley Advisor Group
Delaware
$1.66M +$1.11M +46,065 +338%
KA
22
Kovack Advisors
Florida
$1.3M +$1.13M +47,003 New
SPC
23
Sigma Planning Corp
Michigan
$1.3M +$1.12M +46,739 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$867K -$741K -30,838 -50%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$814K -$1.28M -53,253 -64%

PXE Hedge Fund Activity: Q1 2022 in Review

67 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q1 2022, worth a combined $129M — up 59% from $80.9M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PXE positions and 4 closed out — a net gain of 25 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.22M. The largest seller was Amundi, cutting an estimated $2.08M.

  • 67 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q1 2022, up from 43 in Q4 2021.
  • Funds reported $129M of Invesco Energy Exploration & Production ETF stock for Q1 2022, up 59% quarter-over-quarter.
  • 29 funds opened new Invesco Energy Exploration & Production ETF positions in Q1 2022 and 4 closed out, a net change of +25 holders.
  • The largest Invesco Energy Exploration & Production ETF buyer in Q1 2022 was Commonwealth Equity Services, an estimated $5.22M added.
  • The largest Invesco Energy Exploration & Production ETF seller in Q1 2022 was Amundi, an estimated $2.08M sold.

Based on aggregated 13F filings for Q1 2022.