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Invesco Oil & Gas Services ETF

29 hedge funds and large institutions have $12.8M invested in Invesco Oil & Gas Services ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.33% less ownership

Funds ownership: 43.56%33.23% (-10%)

12% less funds holding

Funds holding: 3329 (-4)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

43% less capital invested

Capital invested by funds: $22.4M → $12.8M (-$9.64M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
29
Holders Change
-4
Holders Change %
-12.12%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
10
Closed
9
Calls
$28K
Puts
Net Calls
+$28K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.65M -$757K -26,221 -22%
UBS Group
2
UBS Group
Switzerland
$2.5M -$155K -5,359 -6%
Goldman Sachs
3
Goldman Sachs
New York
$1.48M -$2.96M -102,623 -66%
OWA
4
Outlook Wealth Advisors
Texas
$902K -$36.1K -1,250 -4%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$744K +$341K +11,824 +79%
TRCT
6
Tower Research Capital (TRC)
New York
$728K +$137K +4,734 +22%
IFG
7
Independent Financial Group
California
$590K +$51.3K +1,779 +9%
RFWA
8
RPg Family Wealth Advisory
Massachusetts
$566K +$586K +20,302 New
PFS
9
Prospera Financial Services
Texas
$540K +$181K +6,278 +48%
Morgan Stanley
10
Morgan Stanley
New York
$480K -$2.95M -102,186 -86%
Citadel Advisors
11
Citadel Advisors
Florida
$313K -$299K -10,352 -48%
Bank of America
12
Bank of America
North Carolina
$293K -$282K -9,785 -48%
JFG
13
Jefferies Financial Group
New York
$272K +$282K +9,773 New
Jane Street
14
Jane Street
New York
$216K +$223K +7,742 New
PWM
15
Prosperity Wealth Management
California
$211K +$1.7K +59 +0.8%
HighTower Advisors
16
HighTower Advisors
Illinois
$208K +$215K +7,466 New
HWM
17
HighMark Wealth Management
Minnesota
$42.8K +$144 +5 +0.3%
GRP
18
Global Retirement Partners
California
$9.4K
Fidelity Investments
19
Fidelity Investments
Massachusetts
$8.25K -$144 -5 -2%
Barclays
20
Barclays
United Kingdom
$5.57K
PTC
21
Private Trust Company
Ohio
$5.1K
OC
22
Oarsman Capital
Wisconsin
$4.18K
MPWT
23
MassMutual Private Wealth & Trust
Connecticut
$4.18K +$4.33K +150 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4K -$26.5K -919 -86%
IA
25
IFP Advisors
Florida
$2.23K

PXJ Hedge Fund Activity: Q4 2024 in Review

29 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Oil & Gas Services ETF (PXJ) for Q4 2024, worth a combined $12.8M — down 43% from $22.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PXJ and 5 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 6 added.

The largest buyer was RPg Family Wealth Advisory, opening a new position worth an estimated $586K. The largest seller was Goldman Sachs, cutting an estimated $2.96M.

  • 29 institutional investors held Invesco Oil & Gas Services ETF (PXJ) as of Q4 2024, down from 33 in Q3 2024.
  • Funds reported $12.8M of Invesco Oil & Gas Services ETF stock for Q4 2024, down 43% quarter-over-quarter.
  • 5 funds opened new Invesco Oil & Gas Services ETF positions in Q4 2024 and 9 closed out, a net change of -4 holders.
  • The largest Invesco Oil & Gas Services ETF buyer in Q4 2024 was RPg Family Wealth Advisory, an estimated $586K added.
  • The largest Invesco Oil & Gas Services ETF seller in Q4 2024 was Goldman Sachs, an estimated $2.96M sold.

Based on aggregated 13F filings for Q4 2024.