Invesco Oil & Gas Services ETF
34 hedge funds and large institutions have $89.4M invested in Invesco Oil & Gas Services ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.
567% more capital invested
Capital invested by funds: $13.4M → $89.4M (+$76M)
400% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 4
79% more funds holding
Funds holding: 19 → 34 (+15)
67.39% more ownership
Funds ownership: 29.38% → 96.77% (+67%)
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$50.1M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$17.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.01M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$1.58M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.28M |
| 2 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$870K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$384K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$338K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$38.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $33K | -$146 | -5 | -0.4% |
|
|
CAM
27
Creekmur Asset Management
Morton,
Illinois
| $11.5K | +$11.7K | +401 | New |
|
|
GRP
28
Global Retirement Partners
San Rafael,
California
| $10.7K | – | – | – |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $10.3K | +$10.5K | +360 | New |
|
30
Barclays
London,
United Kingdom
| $5.74K | +$5.84K | +200 | New |
|
|
PTC
31
Private Trust Company
Cleveland,
Ohio
| $1.86K | +$1.9K | +65 | New |
|
|
TFA
32
Toth Financial Advisory
Leesburg,
Virginia
| $1.44K | +$1.46K | +50 | New |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| $115 | – | – | – |
|
34
Citigroup
New York
| $57 | +$58 | +2 | New |
|
35
Wells Fargo
San Francisco,
California
| $7 | -$29 | -1 | Closed |
|
|
HH
36
Hilltop Holdings
Dallas,
Texas
| – | -$870K | -28,234 | Closed |
|
|
FTUS
37
Flow Traders U.S.
New York
| – | -$384K | -12,452 | Closed |
|
38
Simplex Trading
Chicago,
Illinois
| – | -$20K | -674 | Closed |
|
PXJ Hedge Fund Activity: Q4 2023 in Review
34 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Oil & Gas Services ETF (PXJ) for Q4 2023, worth a combined $89.4M — up 567% from $13.4M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new PXJ positions and 4 closed out — a net gain of 16 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $50.1M. The largest seller was UBS Group, cutting an estimated $1.28M.
- 34 institutional investors held Invesco Oil & Gas Services ETF (PXJ) as of Q4 2023, up from 19 in Q3 2023.
- Funds reported $89.4M of Invesco Oil & Gas Services ETF stock for Q4 2023, up 567% quarter-over-quarter.
- 20 funds opened new Invesco Oil & Gas Services ETF positions in Q4 2023 and 4 closed out, a net change of +16 holders.
- The largest Invesco Oil & Gas Services ETF buyer in Q4 2023 was Morgan Stanley, an estimated $50.1M added.
- The largest Invesco Oil & Gas Services ETF seller in Q4 2023 was UBS Group, an estimated $1.28M sold.
Based on aggregated 13F filings for Q4 2023.