We are live on ! Find out more
PXE icon

Invesco Energy Exploration & Production ETF

60 hedge funds and large institutions have $56.9M invested in Invesco Energy Exploration & Production ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

13% more capital invested

Capital invested by funds: $50.1M → $56.9M (+$6.75M)

1.35% more ownership

Funds ownership: 36.84%38.19% (+1.4%)

0% more funds holding

Funds holding: 6060 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

Holders
60
Holders Change
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
16
Closed
10
Calls
$29K
Puts
Net Calls
+$29K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$7.62M +$82.6K +2,604 +1%
PI
2
Parkside Investments
Illinois
$6.67M -$323K -10,175 -5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.3M +$2.82M +88,990 +151%
OPOWM
4
One Plus One Wealth Management
Florida
$4.72M +$125K +3,956 +3%
LPL Financial
5
LPL Financial
California
$4.7M -$600K -18,908 -13%
Morgan Stanley
6
Morgan Stanley
New York
$2.87M -$3.03M -95,649 -54%
ACM
7
Anfield Capital Management
California
$2.28M +$139K +4,368 +7%
GVAG
8
Great Valley Advisor Group
Delaware
$1.97M -$171K -5,391 -9%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.47M +$1.3M +41,072 New
CAN
10
Cetera Advisor Networks
California
$1.4M +$599K +18,895 +93%
RJA
11
Raymond James & Associates
Florida
$1.37M -$203K -6,398 -14%
PAG
12
Private Advisor Group
New Jersey
$1.3M +$86.9K +2,740 +8%
GRP
13
Global Retirement Partners
California
$1.1M -$417K -13,155 -30%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.09M -$502K -15,830 -34%
EFS
15
Essex Financial Services
Connecticut
$1.07M +$27.2K +856 +3%
UBS Group
16
UBS Group
Switzerland
$902K -$876K -27,606 -52%
PJSIMP
17
P.J. Schmidt Investment Management (PJS)
Wisconsin
$817K +$31.5K +992 +5%
SSB
18
Sandy Spring Bank
Maryland
$732K +$3.01K +95 +0.5%
MWM
19
MGB Wealth Management
Texas
$670K +$32 +1 +0%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$656K +$581K +18,318 New
PWA
21
PCG Wealth Advisors
Kansas
$640K -$15.8K -498 -3%
Citadel Advisors
22
Citadel Advisors
Florida
$593K -$539K -17,002 -51%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$582K -$114K -3,589 -18%
MAA
24
Mraz Amerine & Associates
California
$542K +$480K +15,131 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$538K +$242K +7,621 +103%

PXE Hedge Fund Activity: Q1 2024 in Review

60 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q1 2024, worth a combined $56.9M — up 13% from $50.1M a quarter earlier.

Fund positioning in PXE was balanced in Q1 2024: 10 funds opened new positions, 10 closed out, 19 added to existing stakes and 16 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $2.82M. The largest seller was Morgan Stanley, cutting an estimated $3.03M.

  • 60 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $56.9M of Invesco Energy Exploration & Production ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 10 funds opened new Invesco Energy Exploration & Production ETF positions in Q1 2024 and 10 closed out, a net change of 0 holders.
  • The largest Invesco Energy Exploration & Production ETF buyer in Q1 2024 was Commonwealth Equity Services, an estimated $2.82M added.
  • The largest Invesco Energy Exploration & Production ETF seller in Q1 2024 was Morgan Stanley, an estimated $3.03M sold.

Based on aggregated 13F filings for Q1 2024.