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Invesco Energy Exploration & Production ETF

51 hedge funds and large institutions have $35.8M invested in Invesco Energy Exploration & Production ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more call options, than puts

Call options by funds: $216K | Put options by funds: $36K

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0.9% more ownership

Funds ownership: 34.59%35.49% (+0.9%)

4% less funds holding

Funds holding: 5351 (-2)

6% less capital invested

Capital invested by funds: $38.1M → $35.8M (-$2.25M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
16
Reduced
14
Closed
9
Calls
$216K
Puts
$36K
Net Calls
+$180K
Net Calls Change
+$183K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.6M +$2.29M +75,069 +94%
Bank of America
2
Bank of America
North Carolina
$4.19M -$1.23M -40,429 -22%
OPOWM
3
One Plus One Wealth Management
Florida
$4.11M -$89.3K -2,931 -2%
Goldman Sachs
4
Goldman Sachs
New York
$3.93M +$2.42M +79,336 +148%
LPL Financial
5
LPL Financial
California
$3.19M -$584K -19,171 -15%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.84M +$2.47M +81,056 +547%
Raymond James Financial
7
Raymond James Financial
Florida
$1.49M +$1.53M +50,351 New
CWM
8
Comprehensive Wealth Management
Washington
$1.32M +$747K +24,513 +123%
MAA
9
Mraz Amerine & Associates
California
$1.11M +$284K +9,314 +33%
EFS
10
Essex Financial Services
Connecticut
$895K +$4.14K +136 +0.5%
UBS Group
11
UBS Group
Switzerland
$808K +$21.9K +720 +3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$765K +$393K +12,915 +100%
NA
13
NewEdge Advisors
Louisiana
$758K +$68.1K +2,235 +10%
PJSIMP
14
P.J. Schmidt Investment Management (PJS)
Wisconsin
$619K +$10.3K +339 +2%
SSB
15
Sandy Spring Bank
Maryland
$617K +$4.45K +146 +0.7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$602K -$341K -11,198 -36%
PWA
17
PCG Wealth Advisors
Kansas
$588K -$377K -12,384 -38%
GRP
18
Global Retirement Partners
California
$537K +$96.8K +3,179 +21%
KF
19
KKM Financial
Illinois
$414K
Two Sigma Investments
20
Two Sigma Investments
New York
$391K +$402K +13,203 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$289K +$9.41K +309 +3%
Mariner
22
Mariner
Kansas
$268K
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$224K -$18.3K -600 -7%
TRCT
24
Tower Research Capital (TRC)
New York
$223K -$72.5K -2,379 -24%
MWM
25
MGB Wealth Management
Texas
$219K -$326K -10,711 -59%

PXE Hedge Fund Activity: Q4 2024 in Review

51 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q4 2024, worth a combined $35.8M — down 5.9% from $38.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PXE positions and 9 closed out — a net gain of 1 holder — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.47M. The largest seller was MRA Advisory Group, exiting entirely with an estimated $2.92M sold.

  • 51 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q4 2024, down from 53 in Q3 2024.
  • Funds reported $35.8M of Invesco Energy Exploration & Production ETF stock for Q4 2024, down 5.9% quarter-over-quarter.
  • 10 funds opened new Invesco Energy Exploration & Production ETF positions in Q4 2024 and 9 closed out, a net change of +1 holder.
  • The largest Invesco Energy Exploration & Production ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $2.47M added.
  • The largest Invesco Energy Exploration & Production ETF seller in Q4 2024 was MRA Advisory Group, an estimated $2.92M sold.

Based on aggregated 13F filings for Q4 2024.