Invesco Energy Exploration & Production ETF (PXE) Institutional Ownership

$34.17
-0.56 (-1.61%)
(As of 05/10/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco Energy Exploration & Production ETF (NYSEARCA:PXE)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$18.41M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$12.74M
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PXE Institutional Buying and Selling by Quarter

Invesco Energy Exploration & Production ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Janney Montgomery Scott LLC16,257$582K0.0%-18.1%0.391%
4/30/2024 Private Advisor Group LLC36,210$1.30M0.0%+8.2%0.870%
4/29/2024Commonwealth Equity Services LLC147,998$5.30M0.0%+150.8%3.558%
4/26/2024 Schmidt P J Investment Management Inc.22,828$817K0.2%+4.5%0.549%
4/24/2024 Essex Financial Services Inc.30,028$1.08M0.1%+2.9%0.722%
4/23/2024 Global Retirement Partners LLC30,746$1.10M0.0%-30.0%0.739%
4/19/2024 PCG Wealth Advisors LLC17,871$640K0.3%-2.7%0.430%
4/15/2024 Brookstone Capital Management13,592$487K0.0%+26.4%0.264%
4/13/2024 Parkside Investments LLC186,340$6.67M1.0%-5.2%3.618%
4/10/2024 One Plus One Wealth Management LLC131,958$4.72M2.7%+3.1%2.562%
3/1/2024Pineridge Advisors LLC1,257$39K0.0%N/A0.024%
2/12/2024Hilltop Holdings Inc.12,158$376K0.0%-64.6%0.236%
2/8/2024 Janney Montgomery Scott LLC19,846$613K0.0%+11.7%0.385%
2/6/2024 Private Advisor Group LLC33,470$1.03M0.0%+25.7%0.650%
2/2/2024 Anfield Capital Management LLC59,233$1.83M1.0%-43.8%1.150%
1/30/2024 PCG Wealth Advisors LLC18,369$568K0.3%-5.2%0.357%
1/25/2024 RFG Advisory LLC8,075$250K0.0%-7.5%0.157%
1/25/2024 International Assets Investment Management LLC30,900$1M0.0%N/A0.600%
1/24/2024 International Assets Investment Management LLC30,900$1M0.0%N/A0.600%
1/22/2024 One Plus One Wealth Management LLC128,002$3.96M2.4%-3.6%2.485%
1/18/2024 Global Retirement Partners LLC43,901$1.29M0.1%-5.8%0.852%
1/16/2024 Raymond James Financial Services Advisors Inc.7,453$230K0.0%-19.5%0.145%
1/16/2024 Raymond James & Associates44,584$1.38M0.0%-6.6%0.866%
1/11/2024 Brookstone Capital Management10,757$332K0.0%+32.5%0.209%
1/11/2024 Parkside Investments LLC196,515$6.07M1.0%-33.4%3.816%
1/2/2024 GoalVest Advisory LLC13,952$431K0.2%+34.7%0.271%
11/16/2023 Essex Financial Services Inc.29,055$945K0.1%+3.0%0.564%
11/14/2023 SMI Advisory Services LLC121,714$3.73M1.4%N/A2.363%
11/13/2023LPL Financial LLC183,496$5.97M0.0%+16.5%3.563%
11/9/2023UBS Group AG194,545$6.33M0.0%+243.5%3.778%
11/8/2023Atria Wealth Solutions Inc.7,130$232K0.0%N/A0.138%
11/8/2023 Western Wealth Management LLC8,879$289K0.0%-8.2%0.172%
11/7/2023 Great Valley Advisor Group Inc.60,532$1.97M0.1%-7.4%1.175%
11/6/2023 Anfield Capital Management LLC105,461$3.43M1.6%-1.0%2.048%
11/3/2023 Private Advisor Group LLC26,629$866K0.0%-8.7%0.517%
10/24/2023 Raymond James Financial Services Advisors Inc.9,261$301K0.0%-37.3%0.180%
10/24/2023 Raymond James & Associates47,738$1.55M0.0%-7.3%0.927%
10/24/2023 Cambridge Investment Research Advisors Inc.32,450$1.06M0.0%+303.1%0.630%
10/23/2023Commonwealth Equity Services LLC60,006$1.95M0.0%-20.4%1.165%
10/20/2023 Schmidt P J Investment Management Inc.21,549$725K0.2%-2.2%0.418%
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10/13/2023 OneAscent Wealth Management LLC9,055$294K0.1%-5.6%0.176%
10/13/2023 Global Retirement Partners LLC46,581$1.40M0.1%-4.3%0.904%
10/12/2023 One Plus One Wealth Management LLC132,762$4.32M2.8%-22.9%2.578%
10/10/2023 Parkside Investments LLC295,220$9.60M1.8%+0.5%5.732%
8/30/2023 Western Wealth Management LLC9,668$269K0.0%-29.4%0.188%
8/10/2023Commonwealth Equity Services LLC75,411$2.10M0.0%-1.7%1.464%
8/10/2023 Private Advisor Group LLC29,169$896K0.0%-9.5%0.566%
8/10/2023Cetera Advisor Networks LLC96,468$2.69M0.0%+149.4%1.873%
8/3/2023 RFG Advisory LLC8,856$246K0.0%-18.6%0.145%
7/31/2023LPL Financial LLC157,500$4.38M0.0%-32.8%2.586%
7/26/2023 Janney Montgomery Scott LLC17,847$497K0.0%-10.0%0.293%
7/25/2023 Raymond James Financial Services Advisors Inc.14,777$411K0.0%-7.8%0.243%
7/25/2023 Raymond James & Associates51,518$1.43M0.0%-17.0%0.846%
7/20/2023 Global Retirement Partners LLC48,687$1.36M0.1%+9.2%0.799%
7/20/2023 PCG Wealth Advisors LLC19,361$539K0.3%-7.7%0.318%
7/17/2023 One Plus One Wealth Management LLC172,235$4.79M3.1%+6.0%2.828%
7/11/2023 Brookstone Capital Management10,960$304K0.0%+8.2%0.180%
7/10/2023 Financial Management Professionals Inc.2,832$79K0.0%-13.0%0.047%
7/10/2023 OneAscent Wealth Management LLC9,593$267K0.1%-3.7%0.158%
7/7/2023 Parkside Investments LLC293,780$8.18M1.5%-2.1%4.824%
5/12/2023 Masso Torrence Wealth Management Inc.15,822$427K0.3%-58.7%0.260%
5/10/2023 Private Advisor Group LLC32,231$870K0.0%N/A0.529%
5/10/2023LPL Financial LLC234,509$6.33M0.0%-64.7%3.851%
5/9/2023Aptus Capital Advisors LLC1,004$27K0.0%+151.0%0.016%
5/9/2023Tower Research Capital LLC TRC36,444$984K0.0%+102.6%0.598%
5/8/2023 Global Retirement Partners LLC44,605$1.10M0.1%+1.7%0.732%
5/4/2023 Anfield Capital Management LLC85,350$1.57M0.7%-5.3%1.401%
5/3/2023Integrated Wealth Concepts LLC16,479$445K0.0%-18.7%0.271%
5/3/2023 Great Valley Advisor Group Inc.93,154$2.51M0.1%-1.1%1.530%
5/2/2023 Easterly Investment Partners LLC9,681$261K0.0%N/A0.096%
4/28/2023 Schmidt P J Investment Management Inc.21,726$564K0.1%+196.5%0.216%
4/27/2023 Simplex Trading LLC1,884$50K0.0%+284.5%0.019%
4/19/2023 Brookstone Capital Management10,134$281K0.0%+6.7%0.101%
4/18/2023 Parkside Investments LLC300,185$8.10M1.5%+8.0%2.987%
4/14/2023 Raymond James Financial Services Advisors Inc.16,030$433K0.0%-78.4%0.160%
4/14/2023 Raymond James & Associates62,105$1.68M0.0%-58.4%0.618%
4/13/2023 Financial Management Professionals Inc.3,255$88K0.0%-95.2%0.032%
4/13/2023 One Plus One Wealth Management LLC162,502$4.39M3.1%+39.5%1.617%
4/11/2023 SMI Advisory Services LLC124,406$3.68M1.2%+1.6%1.238%
4/6/2023 Fulcrum Equity Management10,100$273K0.3%-29.9%0.100%
2/22/2023 Kovack Advisors Inc.14,524$430K0.1%-68.9%0.145%
2/14/2023 Masso Torrence Wealth Management Inc.38,355$1.14M0.9%N/A0.382%
2/14/2023 PCG Wealth Advisors LLC20,794$615K0.4%N/A0.207%
2/13/2023 Wealthcare Advisory Partners LLC16,289$482K0.0%N/A0.162%
2/13/2023Integrated Wealth Concepts LLC20,274$600K0.0%N/A0.202%
2/9/2023 HighTower Advisors LLC423,638$12.53M0.0%+7.2%4.215%
2/8/2023 Raymond James Financial Services Advisors Inc.74,299$2.20M0.0%+11.0%0.739%
2/8/2023 Raymond James & Associates149,310$4.42M0.0%+6.2%1.486%
2/8/2023UBS Group AG178,340$5.28M0.0%+6.7%1.775%
2/8/2023 Cambridge Investment Research Advisors Inc.89,191$2.64M0.0%-12.7%0.887%
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2/7/2023Commonwealth Equity Services LLC248,185$7.34M0.0%-1.7%2.470%
2/7/2023LPL Financial LLC664,762$19.66M0.0%+101.4%6.615%
2/7/2023Envestnet Asset Management Inc.33,690$997K0.0%+32.6%0.335%
2/1/2023 Schmidt P J Investment Management Inc.7,327$217K0.0%N/A0.073%
2/1/2023Gladstone Institutional Advisory LLC9,559$283K0.0%-43.5%0.095%
2/1/2023 Anfield Capital Management LLC90,173$2.67M1.3%-10.2%0.897%
2/1/2023 Janney Montgomery Scott LLC19,625$581K0.0%+16.5%0.195%
2/1/2023Vahanian & Associates Financial Planning Inc.6,994$207K0.7%-23.7%0.070%
2/1/2023 Great Valley Advisor Group Inc.94,204$2.79M0.1%+1.4%0.937%
1/31/2023AE Wealth Management LLC12,186$360K0.0%N/A0.121%
(Data available from 1/1/2016 forward)

PXE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PXE shares?

During the previous two years, 64 institutional investors and hedge funds held shares of Invesco Energy Exploration & Production ETF. The most heavily invested institutionals were HighTower Advisors LLC ($12.53M), Parkside Investments LLC ($6.67M), UBS Group AG ($6.33M), LPL Financial LLC ($5.97M), Commonwealth Equity Services LLC ($5.30M), Mainstay Capital Management LLC ADV ($5.29M), and One Plus One Wealth Management LLC ($4.72M).Learn more on PXE's institutional investors.

Which institutional investors have been buying Invesco Energy Exploration & Production ETF stock?

Of the 50 institutional investors that purchased Invesco Energy Exploration & Production ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($379.46K), Commonwealth Equity Services LLC ($341.81K), Parkside Investments LLC ($301.63K), SMI Advisory Services LLC ($246.12K), One Plus One Wealth Management LLC ($176.19K), UBS Group AG ($149.09K), and Stephens Inc. AR ($130.04K).

How much institutional buying is happening at Invesco Energy Exploration & Production ETF?

Institutional investors have bought a total of 2,852,831 shares in the last 24 months. This purchase volume represents approximately $80.97M in transactions.

Which Invesco Energy Exploration & Production ETF major shareholders have been selling company stock?

Of the 39 institutional investors that sold Invesco Energy Exploration & Production ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($507.26K), Commonwealth Equity Services LLC ($308.97K), Amundi ($260.47K), Mainstay Capital Management LLC ADV ($250.74K), Financial Management Professionals Inc. ($133.86K), Raymond James Financial Services Advisors Inc. ($118.59K), and Parkside Investments LLC ($115.29K).

How much institutional selling is happening at Invesco Energy Exploration & Production ETF?

Institutional investors have sold a total of 2,299,370 shares in the last 24 months. This volume of shares sold represents approximately $63.76M in transactions.


This page (NYSEARCA:PXE) was last updated on 5/11/2024 by MarketBeat.com Staff

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