Invesco Oil & Gas Services ETF
36 hedge funds and large institutions have $60.3M invested in Invesco Oil & Gas Services ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
13% more funds holding
Funds holding: 32 → 36 (+4)
10% more capital invested
Capital invested by funds: $55.1M → $60.3M (+$5.28M)
1.56% more ownership
Funds ownership: 59.99% → 61.55% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.25M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.74M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.01M |
| 4 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$1.01M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$721K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.31M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$650K |
| 3 |
SI
Sprott Inc
Toronto,
Ontario, Canada
|
-$548K |
| 4 |
JP Morgan Chase
New York
|
-$310K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$292K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $76.7K | +$32.5K | +1,017 | +74% |
|
|
HWM
27
HighMark Wealth Management
St. Paul,
Minnesota
| $48.8K | +$224 | +7 | +0.5% |
|
|
GRP
28
Global Retirement Partners
San Rafael,
California
| $10.7K | -$991 | -31 | -8% |
|
29
Barclays
London,
United Kingdom
| $6.39K | – | – | – |
|
|
PTC
30
Private Trust Company
Cleveland,
Ohio
| $5.85K | – | – | – |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | – | – | – |
|
|
EWM
32
Evermay Wealth Management
Arlington,
Virginia
| $4.95K | +$4.96K | +155 | New |
|
|
TFA
33
Toth Financial Advisory
Leesburg,
Virginia
| $1.6K | – | – | – |
|
|
CAM
34
Creekmur Asset Management
Morton,
Illinois
| $1K | -$4.38K | -137 | -82% |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| $128 | – | – | – |
|
36
Wells Fargo
San Francisco,
California
| $21 | +$32 | +1 | New |
|
|
SI
37
Sprott Inc
Toronto,
Ontario, Canada
| – | -$548K | -17,250 | Closed |
|
|
38
JP Morgan Chase
New York
| – | -$310K | -9,755 | Closed |
|
PXJ Hedge Fund Activity: Q2 2024 in Review
36 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Oil & Gas Services ETF (PXJ) for Q2 2024, worth a combined $60.3M — up 9.6% from $55.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PXJ positions and 2 closed out — a net gain of 4 holders — while 16 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.25M. The largest seller was Bank of America, cutting an estimated $6.31M.
- 36 institutional investors held Invesco Oil & Gas Services ETF (PXJ) as of Q2 2024, up from 32 in Q1 2024.
- Funds reported $60.3M of Invesco Oil & Gas Services ETF stock for Q2 2024, up 9.6% quarter-over-quarter.
- 6 funds opened new Invesco Oil & Gas Services ETF positions in Q2 2024 and 2 closed out, a net change of +4 holders.
- The largest Invesco Oil & Gas Services ETF buyer in Q2 2024 was Morgan Stanley, an estimated $5.25M added.
- The largest Invesco Oil & Gas Services ETF seller in Q2 2024 was Bank of America, an estimated $6.31M sold.
Based on aggregated 13F filings for Q2 2024.