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Invesco Energy Exploration & Production ETF
PXE

Overview Fund Activity

60 hedge funds and large institutions have $50.1M invested in Invesco Energy Exploration & Production ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
14
Reduced
23
Closed
11
Calls
$9K
Puts
$3K
Net Calls
+$6K
Net Calls Change
-$79K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.43M
2
Bank of America
2
Bank of America
North Carolina
$6.49M
3
MWM
3
MGB Wealth Management
Texas
$578K
4
TRCT
4
Tower Research Capital (TRC)
New York
$668K
5
KF
5
KKM Financial
Illinois
$402K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.63M
2
SAS
2
SMI Advisory Services
Indiana
$0
3
PI
3
Parkside Investments
Illinois
$6.07M
4
ACM
4
Anfield Capital Management
California
$1.83M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.49M 210,132 +21,222 +11%
PI
2
Parkside Investments
Illinois
$6.07M 196,515 -98,705 -33%
Morgan Stanley
3
Morgan Stanley
New York
$5.43M 175,718 +61,656 +54%
LPL Financial
4
LPL Financial
California
$4.64M 150,197 -33,299 -18%
OPOWM
5
One Plus One Wealth Management
Florida
$3.96M 128,002 -4,760 -4%
GVAG
6
Great Valley Advisor Group
Delaware
$1.87M 60,523 -9 -0%
ACM
7
Anfield Capital Management
California
$1.83M 59,233 -46,228 -44%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.82M 59,008 -998 -2%
UBS Group
9
UBS Group
Switzerland
$1.63M 52,788 -141,757 -73%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.43M 46,411 -13,458 -22%
RJA
11
Raymond James & Associates
Florida
$1.38M 44,584 -3,154 -7%
GRP
12
Global Retirement Partners
California
$1.29M 43,901 -2,680 -6%
Citadel Advisors
13
Citadel Advisors
Florida
$1.04M 33,562 -3,038 -8%
PAG
14
Private Advisor Group
New Jersey
$1.03M 33,470 +6,841 +26%
EFS
15
Essex Financial Services
Connecticut
$901K 29,172 +117 +0.4%
TRCT
16
Tower Research Capital (TRC)
New York
$668K 21,633 +18,499 +590%
PJSIMP
17
P.J. Schmidt Investment Management (PJS)
Wisconsin
$668K 21,836 +287 +1%
SSB
18
Sandy Spring Bank
Maryland
$629K 20,346 +167 +0.8%
CAN
19
Cetera Advisor Networks
California
$626K 20,274 -22,786 -53%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$613K 19,846 +2,079 +12%
MWM
21
MGB Wealth Management
Texas
$578K 18,709 +18,709 New
PWA
22
PCG Wealth Advisors
Kansas
$568K 18,369 -1,006 -5%
GA
23
GoalVest Advisory
New York
$431K 13,952 +3,591 +35%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$430K 13,912 -4,978 -26%
KF
25
KKM Financial
Illinois
$402K 12,999 +12,999 New
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