Invesco Oil & Gas Services ETF
25 hedge funds and large institutions have $2.4M invested in Invesco Oil & Gas Services ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
4% more funds holding
Funds holding: 24 → 25 (+1)
0.63% less ownership
Funds ownership: 2.87% → 2.25% (-0.63%)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
38% less capital invested
Capital invested by funds: $3.84M → $2.4M (-$1.44M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $56K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$474K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$210K |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$208K |
| 4 |
Morgan Stanley
New York
|
+$33.2K |
| 5 |
ARIS
Advanced Research Investment Solutions
Los Angeles,
California
|
+$11.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$1.04M |
| 2 |
SI
Sprott Inc
Toronto,
Ontario, Canada
|
-$465K |
| 3 |
LPL Financial
San Diego,
California
|
-$454K |
| 4 |
Jane Street
New York
|
-$170K |
| 5 |
VFA
Valeo Financial Advisors
Carmel,
Indiana
|
-$84K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
26
Next Financial Group
Houston,
Texas
| – | -$21K | -1,207 | Closed |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| – | +$52 | +3 | New |
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| – | +$208 | +12 | New |
|
PXJ Hedge Fund Activity: Q4 2021 in Review
25 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Oil & Gas Services ETF (PXJ) for Q4 2021, worth a combined $2.4M — down 38% from $3.84M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PXJ positions and 5 closed out — a net gain of 1 holder — while 5 added to existing stakes and 7 trimmed.
The largest buyer was IHT Wealth Management, adding an estimated $474K. The largest seller was Choate Investment Advisors, cutting an estimated $1.04M.
- 25 institutional investors held Invesco Oil & Gas Services ETF (PXJ) as of Q4 2021, up from 24 in Q3 2021.
- Funds reported $2.4M of Invesco Oil & Gas Services ETF stock for Q4 2021, down 38% quarter-over-quarter.
- 6 funds opened new Invesco Oil & Gas Services ETF positions in Q4 2021 and 5 closed out, a net change of +1 holder.
- The largest Invesco Oil & Gas Services ETF buyer in Q4 2021 was IHT Wealth Management, an estimated $474K added.
- The largest Invesco Oil & Gas Services ETF seller in Q4 2021 was Choate Investment Advisors, an estimated $1.04M sold.
Based on aggregated 13F filings for Q4 2021.