We are live on ! Find out more
PXJ icon

Invesco Oil & Gas Services ETF

32 hedge funds and large institutions have $55.1M invested in Invesco Oil & Gas Services ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

6% less funds holding

Funds holding: 3432 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

36.77% less ownership

Funds ownership: 96.77%59.99% (-37%)

38% less capital invested

Capital invested by funds: $89.4M → $55.1M (-$34.3M)

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$18.3M -$1.08M -36,969 -6%
Bank of America
2
Bank of America
North Carolina
$11M +$3.55M +121,958 +54%
Morgan Stanley
3
Morgan Stanley
New York
$6.75M -$47.1M -1,616,476 -88%
LPL Financial
4
LPL Financial
California
$3.61M +$1.72M +59,215 +109%
UBS Group
5
UBS Group
Switzerland
$2.87M +$396K +13,593 +18%
RJA
6
Raymond James & Associates
Florida
$2.31M +$2.12M +72,674 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.68M +$1.54M +52,879 New
Stifel Financial
8
Stifel Financial
Missouri
$1.63M -$82.9K -2,845 -5%
NP
9
Nilsine Partners
Colorado
$1.3M +$45.6K +1,564 +4%
IWM
10
IHT Wealth Management
Illinois
$908K +$16.2K +556 +2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$713K +$42.7K +1,466 +7%
SI
12
Sprott Inc
Ontario, Canada
$548K
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$421K +$18.9K +650 +5%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$406K +$24.6K +845 +7%
PFS
15
Prospera Financial Services
Texas
$367K +$845 +29 +0.3%
WFC
16
Western Financial Corp
California
$343K -$44.8K -1,537 -12%
JP Morgan Chase
17
JP Morgan Chase
New York
$310K
IFG
18
Independent Financial Group
California
$297K +$9.53K +327 +4%
PAG
19
Private Advisor Group
New Jersey
$286K +$23.3K +800 +10%
KF
20
KKM Financial
Illinois
$276K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$268K +$245K +8,428 New
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$225K +$207K +7,096 New
Comerica Bank
23
Comerica Bank
Texas
$108K -$14.8K -507 -13%
HWM
24
HighMark Wealth Management
Minnesota
$48.2K +$58 +2 +0.1%
Osaic Holdings
25
Osaic Holdings
Arizona
$44K +$6.76K +232 +20%

PXJ Hedge Fund Activity: Q1 2024 in Review

32 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Oil & Gas Services ETF (PXJ) for Q1 2024, worth a combined $55.1M — down 38% from $89.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PXJ and 4 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 14 added.

The largest buyer was Bank of America, adding an estimated $3.55M. The largest seller was Morgan Stanley, cutting an estimated $47.1M.

  • 32 institutional investors held Invesco Oil & Gas Services ETF (PXJ) as of Q1 2024, down from 34 in Q4 2023.
  • Funds reported $55.1M of Invesco Oil & Gas Services ETF stock for Q1 2024, down 38% quarter-over-quarter.
  • 4 funds opened new Invesco Oil & Gas Services ETF positions in Q1 2024 and 6 closed out, a net change of -2 holders.
  • The largest Invesco Oil & Gas Services ETF buyer in Q1 2024 was Bank of America, an estimated $3.55M added.
  • The largest Invesco Oil & Gas Services ETF seller in Q1 2024 was Morgan Stanley, an estimated $47.1M sold.

Based on aggregated 13F filings for Q1 2024.