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Invesco Energy Exploration & Production ETF

46 hedge funds and large institutions have $32.6M invested in Invesco Energy Exploration & Production ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

41% more capital invested

Capital invested by funds: $23.1M → $32.6M (+$9.53M)

11.14% more ownership

Funds ownership: 31.93%43.07% (+11%)

7% more funds holding

Funds holding: 4346 (+3)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.02M +$35.7K +1,238 +0.5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.66M +$5.59M +193,763 +2,202%
FIA
3
Foundations Investment Advisors
Arizona
$5.48M +$5.65M +195,906 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.84M +$34.1K +1,181 +0.9%
Bank of America
5
Bank of America
North Carolina
$1.83M -$517K -17,916 -22%
LPL Financial
6
LPL Financial
California
$1.79M -$28.7K -993 -2%
MAA
7
Mraz Amerine & Associates
California
$1.56M +$73.7K +2,556 +5%
Two Sigma Investments
8
Two Sigma Investments
New York
$833K +$860K +29,800 New
EFS
9
Essex Financial Services
Connecticut
$798K +$635 +22 +0.1%
Raymond James Financial
10
Raymond James Financial
Florida
$572K -$102K -3,542 -15%
UBS Group
11
UBS Group
Switzerland
$534K -$404K -13,985 -42%
IWM
12
IHT Wealth Management
Illinois
$368K +$380K +13,160 New
PWA
13
PCG Wealth Advisors
Kansas
$361K -$17.6K -610 -5%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$280K
Mariner
15
Mariner
Kansas
$253K
Osaic Holdings
16
Osaic Holdings
Arizona
$250K -$13K -452 -5%
GRP
17
Global Retirement Partners
California
$249K -$134K -4,640 -34%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$205K -$28.6K -991 -12%
MWM
19
MGB Wealth Management
Texas
$141K
AUB
20
Atlantic Union Bankshares
Virginia
$106K +$692 +24 +0.6%
TRCT
21
Tower Research Capital (TRC)
New York
$95.1K -$18.6K -644 -16%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$88.9K +$90.9K +3,150 New
VR
23
Vision Retirement
New Jersey
$57.3K +$59.1K +2,050 New
MCM
24
MAI Capital Management
Ohio
$43.9K
NA
25
NewEdge Advisors
Louisiana
$36.6K

PXE Hedge Fund Activity: Q4 2025 in Review

46 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Invesco Energy Exploration & Production ETF (PXE) for Q4 2025, worth a combined $32.6M — up 41% from $23.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PXE positions and 4 closed out — a net gain of 3 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $5.65M. The largest seller was Bank of America, cutting an estimated $517K.

  • 46 institutional investors held Invesco Energy Exploration & Production ETF (PXE) as of Q4 2025, up from 43 in Q3 2025.
  • Funds reported $32.6M of Invesco Energy Exploration & Production ETF stock for Q4 2025, up 41% quarter-over-quarter.
  • 7 funds opened new Invesco Energy Exploration & Production ETF positions in Q4 2025 and 4 closed out, a net change of +3 holders.
  • The largest Invesco Energy Exploration & Production ETF buyer in Q4 2025 was Foundations Investment Advisors, an estimated $5.65M added.
  • The largest Invesco Energy Exploration & Production ETF seller in Q4 2025 was Bank of America, an estimated $517K sold.

Based on aggregated 13F filings for Q4 2025.