Invesco Oil & Gas Services ETF
27 hedge funds and large institutions have $13.4M invested in Invesco Oil & Gas Services ETF in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.
62% more capital invested
Capital invested by funds: $8.33M → $13.4M (+$5.12M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
4% more funds holding
Funds holding: 26 → 27 (+1)
2.33% more ownership
Funds ownership: 5.09% → 7.42% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Patriot Wealth Management
Houston,
Texas
|
+$8.07M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$483K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$234K |
| 4 |
Jane Street
New York
|
+$121K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$103K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$2.06M |
| 2 |
SAM
Sequent Asset Management
Houston,
Texas
|
-$697K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$318K |
| 4 |
LPL Financial
San Diego,
California
|
-$264K |
| 5 |
Goldman Sachs
New York
|
-$236K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $1K | – | – | – |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | – | – | – |
|
|
SAM
28
Sequent Asset Management
Houston,
Texas
| – | -$697K | -14,070 | Closed |
|
|
29
Goldman Sachs
New York
| – | -$236K | -4,767 | Closed |
|
|
VF
30
Virtu Financial
New York
| – | -$187K | -3,771 | Closed |
|
31
JP Morgan Chase
New York
| – | -$32K | -649 | Closed |
|
PXJ Hedge Fund Activity: Q4 2017 in Review
27 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Oil & Gas Services ETF (PXJ) for Q4 2017, worth a combined $13.4M — up 62% from $8.33M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PXJ positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Patriot Wealth Management, adding an estimated $8.07M. The largest seller was Lazard Asset Management, cutting an estimated $2.06M.
- 27 institutional investors held Invesco Oil & Gas Services ETF (PXJ) as of Q4 2017, up from 26 in Q3 2017.
- Funds reported $13.4M of Invesco Oil & Gas Services ETF stock for Q4 2017, up 62% quarter-over-quarter.
- 5 funds opened new Invesco Oil & Gas Services ETF positions in Q4 2017 and 4 closed out, a net change of +1 holder.
- The largest Invesco Oil & Gas Services ETF buyer in Q4 2017 was Patriot Wealth Management, an estimated $8.07M added.
- The largest Invesco Oil & Gas Services ETF seller in Q4 2017 was Lazard Asset Management, an estimated $2.06M sold.
Based on aggregated 13F filings for Q4 2017.