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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.

New
Increased
Maintained
Reduced
Closed

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: 1934 (+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

Holders
34
Holders Change
+15
Holders Change %
+78.95%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
7
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$52.5M +$50.1M +1,715,937 +1,518%
HighTower Advisors
2
HighTower Advisors
Illinois
$17.6M +$17.9M +614,060 New
Bank of America
3
Bank of America
North Carolina
$6.43M +$5.01M +171,525 +327%
UBS Group
4
UBS Group
Switzerland
$2.2M -$1.28M -44,002 -36%
LPL Financial
5
LPL Financial
California
$1.56M +$1.22M +41,796 +328%
Stifel Financial
6
Stifel Financial
Missouri
$1.55M +$1.58M +54,074 New
NP
7
Nilsine Partners
Colorado
$1.13M +$1.15M +39,375 New
IWM
8
IHT Wealth Management
Illinois
$804K -$1.46K -50 -0.2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$602K -$338K -11,560 -36%
Goldman Sachs
10
Goldman Sachs
New York
$574K +$584K +20,000 New
Two Sigma Investments
11
Two Sigma Investments
New York
$524K +$534K +18,280 New
SI
12
Sprott Inc
Ontario, Canada
$495K +$504K +17,250 New
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$362K +$368K +12,610 New
WFC
14
Western Financial Corp
California
$354K +$360K +12,337 New
CIBC World Market
15
CIBC World Market
Ontario, Canada
$343K +$21.6K +740 +7%
PFS
16
Prospera Financial Services
Texas
$330K +$336K +11,519 New
MWM
17
MinichMacGregor Wealth Management
New York
$328K +$333K +11,421 New
JP Morgan Chase
18
JP Morgan Chase
New York
$280K +$285K +9,755 New
IFG
19
Independent Financial Group
California
$259K +$264K +9,024 New
KF
20
KKM Financial
Illinois
$250K +$254K +8,697 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$244K +$244K +8,354 +5,722%
PAG
22
Private Advisor Group
New Jersey
$235K +$239K +8,196 New
AWS
23
Atria Wealth Solutions
New York
$216K -$38.2K -1,307 -15%
Comerica Bank
24
Comerica Bank
Texas
$112K +$92.7K +3,173 +432%
HWM
25
HighMark Wealth Management
Minnesota
$43.5K +$88 +3 +0.2%

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.