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Invesco Oil & Gas Services ETF

42 hedge funds and large institutions have $33.6M invested in Invesco Oil & Gas Services ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,807% more capital invested

Capital invested by funds: $861K → $33.6M (+$32.8M)

550% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 4

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

110% more funds holding

Funds holding: 2042 (+22)

8.02% more ownership

Funds ownership: 2.16%10.18% (+8%)

59% less call options, than puts

Call options by funds: $56K | Put options by funds: $138K

Holders
42
Holders Change
+22
Holders Change %
+110%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
8
Reduced
2
Closed
4
Calls
$56K
Puts
$138K
Net Calls
-$82K
Net Calls Change
-$82K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$16.6M +$17.1M +990,956 New
Morgan Stanley
2
Morgan Stanley
New York
$3.27M +$3.31M +191,680 +6,829%
LPL Financial
3
LPL Financial
California
$2.63M +$2.7M +156,509 New
RJA
4
Raymond James & Associates
Florida
$2.41M +$2.47M +143,354 New
UBS Group
5
UBS Group
Switzerland
$2M +$1.98M +114,788 +2,860%
Citadel Advisors
6
Citadel Advisors
Florida
$1.14M +$1.12M +64,719 +2,126%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.05M +$1.08M +62,635 New
CIA
8
Choate Investment Advisors
Massachusetts
$845K +$868K +50,317 New
PAG
9
Private Advisor Group
New Jersey
$458K +$470K +27,270 New
SI
10
Sprott Inc
Ontario, Canada
$445K +$457K +26,500 New
NFG
11
Next Financial Group
Texas
$404K +$415K +24,042 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$393K +$403K +23,380 New
BRWA
13
B. Riley Wealth Advisors
Florida
$248K +$254K +14,748 New
IFG
14
Independent Financial Group
California
$232K +$239K +13,830 New
Bank of America
15
Bank of America
North Carolina
$229K +$204K +11,846 +683%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$227K -$108K -6,267 -32%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$194K +$199K +11,533 New
NCM
18
Novare Capital Management
North Carolina
$167K +$172K +9,960 New
EH
19
Equitable Holdings
New York
$139K +$10.8K +626 +8%
SPIA
20
Steward Partners Investment Advisory
New York
$121K +$125K +7,217 New
RIA
21
Realta Investment Advisors
Delaware
$94K +$96.8K +5,613 New
Creative Planning
22
Creative Planning
Kansas
$56K +$57.5K +3,333 New
AFP
23
Ausdal Financial Partners
Iowa
$53K +$54.2K +3,143 New
Osaic Holdings
24
Osaic Holdings
Arizona
$48K +$38.2K +2,215 +314%
BWM
25
BerganKDV Wealth Management
Minnesota
$34K +$34.5K +2,000 New

PXJ Hedge Fund Activity: Q1 2021 in Review

42 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Oil & Gas Services ETF (PXJ) for Q1 2021, worth a combined $33.6M — up 3,807% from $861K a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PXJ positions and 4 closed out — a net gain of 22 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $17.1M. The largest seller was Royal Bank of Canada, cutting an estimated $270K.

  • 42 institutional investors held Invesco Oil & Gas Services ETF (PXJ) as of Q1 2021, up from 20 in Q4 2020.
  • Funds reported $33.6M of Invesco Oil & Gas Services ETF stock for Q1 2021, up 3,807% quarter-over-quarter.
  • 26 funds opened new Invesco Oil & Gas Services ETF positions in Q1 2021 and 4 closed out, a net change of +22 holders.
  • The largest Invesco Oil & Gas Services ETF buyer in Q1 2021 was HighTower Advisors, an estimated $17.1M added.
  • The largest Invesco Oil & Gas Services ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $270K sold.

Based on aggregated 13F filings for Q1 2021.