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Invesco Energy Exploration & Production ETF

77 hedge funds and large institutions have $138M invested in Invesco Energy Exploration & Production ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

15% more funds holding

Funds holding: 6777 (+10)

7% more capital invested

Capital invested by funds: $129M → $138M (+$9.33M)

0.1% more ownership

Funds ownership: 48.66%48.77% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
77
Holders Change
+10
Holders Change %
+14.93%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
30
Reduced
17
Closed
10
Calls
$904K
Puts
Net Calls
+$904K
Net Calls Change
+$904K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$14.3M +$189K +6,309 +1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.9M +$7.55M +252,819 +88%
MCM
3
Mainstay Capital Management
Michigan
$11M -$444K -14,848 -3%
Morgan Stanley
4
Morgan Stanley
New York
$8.98M +$1.7M +56,765 +19%
Bank of America
5
Bank of America
North Carolina
$7.49M +$2.81M +94,171 +48%
LPL Financial
6
LPL Financial
California
$7.21M +$560K +18,741 +7%
PI
7
Parkside Investments
Illinois
$5.85M +$6.81M +227,735 New
Stifel Financial
8
Stifel Financial
Missouri
$5.39M +$1.25M +41,771 +25%
UBS Group
9
UBS Group
Switzerland
$4.52M -$560K -18,733 -10%
Amundi
10
Amundi
France
$3.91M -$7.78M -260,472 -62%
RJA
11
Raymond James & Associates
Florida
$3.78M -$115K -3,834 -3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.17M +$2.75M +92,024 +295%
Jane Street
13
Jane Street
New York
$3.12M +$3.12M +104,378 +611%
Truist Financial
14
Truist Financial
North Carolina
$3.06M -$204K -6,816 -5%
FMP
15
Financial Management Professionals
Texas
$3.01M -$581K -19,445 -14%
HH
16
Hilltop Holdings
Texas
$2.83M -$450K -15,057 -12%
ACM
17
Anfield Capital Management
California
$2.59M +$168K +5,627 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.54M +$1.13M +37,930 +62%
GVAG
19
Great Valley Advisor Group
Delaware
$2.46M +$1.08M +36,109 +61%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.19M +$142K +4,758 +6%
CCMW
21
Cypress Capital Management (Wyoming)
Wyoming
$2M +$2.32M +77,793 New
CA
22
Cetera Advisors
Colorado
$1.85M +$2.15M +72,107 New
OMC
23
Old Mission Capital
Illinois
$1.7M +$1.98M +66,355 New
Osaic Holdings
24
Osaic Holdings
Arizona
$1.29M +$770K +25,763 +105%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.29M +$622K +20,812 +71%

PXE Hedge Fund Activity: Q2 2022 in Review

77 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q2 2022, worth a combined $138M — up 7.2% from $129M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PXE positions and 10 closed out — a net gain of 10 holders — while 30 added to existing stakes and 17 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $7.55M. The largest seller was Amundi, cutting an estimated $7.78M.

  • 77 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q2 2022, up from 67 in Q1 2022.
  • Funds reported $138M of Invesco Energy Exploration & Production ETF stock for Q2 2022, up 7.2% quarter-over-quarter.
  • 20 funds opened new Invesco Energy Exploration & Production ETF positions in Q2 2022 and 10 closed out, a net change of +10 holders.
  • The largest Invesco Energy Exploration & Production ETF buyer in Q2 2022 was Commonwealth Equity Services, an estimated $7.55M added.
  • The largest Invesco Energy Exploration & Production ETF seller in Q2 2022 was Amundi, an estimated $7.78M sold.

Based on aggregated 13F filings for Q2 2022.