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Invesco Energy Exploration & Production ETF

46 hedge funds and large institutions have $25.9M invested in Invesco Energy Exploration & Production ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.65% less ownership

Funds ownership: 35.49%29.84% (-5.6%)

10% less funds holding

Funds holding: 5146 (-5)

28% less capital invested

Capital invested by funds: $35.8M → $25.9M (-$9.88M)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
11
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPOWM
1
One Plus One Wealth Management
Florida
$4.16M +$96.1K +3,215 +2%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.8M +$1.01M +33,852 +35%
Bank of America
3
Bank of America
North Carolina
$3.64M -$514K -17,201 -12%
Morgan Stanley
4
Morgan Stanley
New York
$2.9M -$1.68M -56,286 -36%
LPL Financial
5
LPL Financial
California
$2.85M -$316K -10,583 -10%
MAA
6
Mraz Amerine & Associates
California
$1.12M +$30.1K +1,007 +3%
Raymond James Financial
7
Raymond James Financial
Florida
$905K -$581K -19,451 -39%
UBS Group
8
UBS Group
Switzerland
$898K +$101K +3,373 +12%
EFS
9
Essex Financial Services
Connecticut
$860K -$25.9K -865 -3%
SSB
10
Sandy Spring Bank
Maryland
$614K +$4.16K +139 +0.7%
NA
11
NewEdge Advisors
Louisiana
$588K -$165K -5,504 -21%
TRCT
12
Tower Research Capital (TRC)
New York
$575K +$361K +12,092 +161%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$433K -$166K -5,544 -27%
PWA
14
PCG Wealth Advisors
Kansas
$415K -$170K -5,685 -29%
Goldman Sachs
15
Goldman Sachs
New York
$306K -$3.66M -122,364 -92%
KF
16
KKM Financial
Illinois
$295K -$117K -3,910 -28%
Mariner
17
Mariner
Kansas
$277K +$12.4K +416 +5%
Osaic Holdings
18
Osaic Holdings
Arizona
$268K +$55.9K +1,871 +26%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$254K -$32.7K -1,095 -11%
MWM
20
MGB Wealth Management
Texas
$218K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$206K -$563K -18,817 -73%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$54K -$50.8K -1,700 -48%
MCM
23
MAI Capital Management
Ohio
$46K
SPIA
24
Steward Partners Investment Advisory
New York
$34.2K +$5.98K +200 +21%
LI
25
LRI Investments
Florida
$34K

PXE Hedge Fund Activity: Q1 2025 in Review

46 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q1 2025, worth a combined $25.9M — down 28% from $35.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PXE and 2 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 11 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.01M. The largest seller was Goldman Sachs, cutting an estimated $3.66M.

  • 46 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q1 2025, down from 51 in Q4 2024.
  • Funds reported $25.9M of Invesco Energy Exploration & Production ETF stock for Q1 2025, down 28% quarter-over-quarter.
  • 2 funds opened new Invesco Energy Exploration & Production ETF positions in Q1 2025 and 6 closed out, a net change of -4 holders.
  • The largest Invesco Energy Exploration & Production ETF buyer in Q1 2025 was Cetera Investment Advisers, an estimated $1.01M added.
  • The largest Invesco Energy Exploration & Production ETF seller in Q1 2025 was Goldman Sachs, an estimated $3.66M sold.

Based on aggregated 13F filings for Q1 2025.