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Invesco Energy Exploration & Production ETF (PXE) Institutional Ownership

$37.95 -0.21 (-0.55%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$16.78M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.76M
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Skip Chart & View Institutional Buying and Selling Data

PXE Institutional Buying and Selling by Quarter

Invesco Energy Exploration & Production ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Western Wealth Management LLC1,266$50K0.0%N/A0.038%
5/19/2026Bank of America Corp DE51,229$2.01M0.0%-21.6%1.538%
5/18/2026Sunbelt Securities Inc.4,631$182K0.0%N/A0.139%
5/18/2026Amundi34,204$1.34M0.0%N/A1.027%
5/13/2026Cetera Investment Advisers119,825$4.70M0.0%-12.8%3.598%
5/12/2026Clal Insurance Enterprises Holdings Ltd30,000$1.18M0.0%N/A0.901%
4/27/2026Private Advisor Group LLC5,949$233K0.0%N/A0.242%
2/18/2026IHT Wealth Management LLC13,160$368K0.0%N/A0.524%
2/17/2026Cetera Investment Advisers137,466$3.84M0.0%+0.9%5.477%
2/17/2026Osaic Holdings Inc.8,958$250K0.0%-4.8%0.357%
2/17/2026Royal Bank of Canada1,259$35K0.0%-80.4%0.050%
2/12/2026Commonwealth Equity Services LLC202,564$5.66M0.0%+2,201.6%8.070%
2/12/2026Bank of Montreal Can3,150$89K0.0%N/A0.125%
2/11/2026LPL Financial LLC63,934$1.79M0.0%-1.5%2.547%
2/10/2026Foundations Investment Advisors LLC195,906$5.48M0.1%N/A7.805%
2/6/2026 Mraz Amerine & Associates Inc.55,902$1.56M0.2%+4.8%2.227%
2/6/2026Global Retirement Partners LLC8,900$249K0.0%-34.3%0.355%
2/5/2026PCG Wealth Advisors LLC12,930$361K0.1%-4.5%0.515%
11/17/2025Susquehanna International Group LLP10,330$304K0.0%N/A0.423%
11/17/2025Bank of America Corp DE83,237$2.45M0.0%-14.2%3.411%
11/14/2025Raymond James Financial Inc.23,995$705K0.0%-32.3%0.983%
11/13/2025PCG Wealth Advisors LLC13,540$398K0.1%N/A0.555%
11/13/2025UBS Group AG33,100$973K0.0%-1.2%1.357%
11/13/2025BNP Paribas Financial Markets10,000$294K0.0%N/A0.410%
11/12/2025MGB Wealth Management LLC5,000$149K0.0%-33.3%0.205%
11/7/2025Essex Financial Services Inc.28,545$839K0.1%-2.6%1.170%
11/6/2025 Mraz Amerine & Associates Inc.53,346$1.57M0.2%+19.7%2.186%
10/21/2025Global Retirement Partners LLC13,540$398K0.0%-10.1%0.553%
9/4/2025Osaic Holdings Inc.10,039$281K0.0%+9.7%0.411%
8/15/2025Bank of America Corp DE96,971$2.71M0.0%-22.1%3.974%
8/14/2025Raymond James Financial Inc.35,441$992K0.0%+14.7%1.453%
8/14/2025NewEdge Advisors LLC1,314$37K0.0%-93.5%0.054%
8/12/2025Global Retirement Partners LLC15,064$422K0.0%N/A0.617%
8/8/2025Cetera Investment Advisers143,548$4.02M0.0%+10.7%5.859%
8/6/2025Atlantic Union Bankshares Corp3,730$104K0.0%N/A0.152%
8/4/2025Creative Financial Designs Inc. ADV1,130$32K0.0%+986.5%0.046%
7/23/2025 Mraz Amerine & Associates Inc.44,566$1.25M0.2%+15.6%1.804%
6/27/2025Goldman Sachs Group Inc.10,446$306K0.0%-92.1%0.415%
5/16/2025Goldman Sachs Group Inc.10,446$306K0.0%-92.1%0.406%
5/16/2025NewEdge Advisors LLC20,099$588K0.0%-21.5%0.782%
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5/7/2025LPL Financial LLC97,293$2.85M0.0%-9.8%3.343%
5/6/2025Cetera Investment Advisers129,717$3.80M0.0%+35.3%4.458%
5/5/2025PCG Wealth Advisors LLC14,169$415K0.1%-28.6%0.487%
4/30/2025Mraz Amerine & Associates Inc.38,549$1.12M0.2%+2.7%1.325%
4/25/2025Essex Financial Services Inc.29,388$860K0.1%-2.9%1.010%
4/14/2025One Plus One Wealth Management LLC142,080$4.16M2.3%+2.3%4.784%
2/17/2025Two Sigma Investments LP13,203$391K0.0%N/A0.310%
2/17/2025Cetera Investment Advisers95,865$2.84M0.0%+547.3%2.250%
2/17/2025Bank of America Corp DE141,687$4.19M0.0%-22.2%3.326%
2/14/2025Tower Research Capital LLC TRC7,531$223K0.0%-24.0%0.177%
2/13/2025NewEdge Advisors LLC25,603$758K0.0%+9.6%0.601%
2/13/2025Raymond James Financial Inc.50,351$1.49M0.0%N/A1.182%
2/11/2025LPL Financial LLC107,876$3.19M0.0%-15.1%2.532%
2/11/2025Comprehensive Wealth Management LLC44,471$1.32M1.0%+122.8%1.044%
2/10/2025Commonwealth Equity Services LLC20,332$602K0.0%-35.5%0.477%
2/6/2025Raymond James Financial Inc.50,351$1.49M0.0%N/A1.182%
2/6/2025Steward Partners Investment Advisory LLC969$29K0.0%+149.7%0.023%
1/31/2025Global Retirement Partners LLC18,126$537K0.0%+21.3%0.425%
1/31/2025Mraz Amerine & Associates Inc.37,542$1.11M0.2%+33.0%0.881%
1/29/2025MGB Wealth Management LLC7,500$219K0.1%-58.8%0.176%
1/29/2025One Plus One Wealth Management LLC138,865$4.11M2.4%-2.1%3.260%
1/27/2025Schmidt P J Investment Management Inc.20,921$619K0.1%+1.6%0.491%
1/21/2025PCG Wealth Advisors LLC19,854$588K0.2%-38.4%0.466%
1/17/2025Janney Montgomery Scott LLC7,559$224K0.0%-7.4%0.177%
12/26/2024JPMorgan Chase & Co.2,390$71K0.0%N/A0.056%
11/12/2024MGB Wealth Management LLC18,211$540K0.2%-2.7%0.427%
11/12/2024KKM Financial LLC13,999$415K0.2%-45.6%0.329%
11/6/2024Comprehensive Wealth Management LLC19,958$592K0.4%N/A0.468%
10/30/2024One Plus One Wealth Management LLC141,796$4.20M2.5%+8.3%3.329%
10/23/2024Mraz Amerine & Associates Inc.28,228$837K0.2%+33.5%0.663%
10/23/2024Schmidt P J Investment Management Inc.20,582$610K0.1%-2.3%0.483%
10/22/2024Private Advisor Group LLC44,266$1.31M0.0%+4.1%1.039%
10/16/2024Global Retirement Partners LLC14,947$443K0.0%-50.8%0.351%
10/8/2024Brookstone Capital Management24,650$731K0.0%+17.6%0.579%
10/4/2024MRA Advisory Group98,356$2.92M1.6%N/A2.309%
8/22/2024Cetera Investment Advisers43,814$1.45M0.0%+6.7%1.028%
8/6/2024Gentry Private Wealth LLC13,952$462K0.4%N/A0.328%
8/5/2024Private Advisor Group LLC42,513$1.41M0.0%+17.4%0.998%
8/1/2024Mraz Amerine & Associates Inc.21,138$699K0.1%+39.7%0.496%
7/31/2024Commonwealth Equity Services LLC33,353$1.10M0.0%-77.5%0.783%
7/30/2024International Assets Investment Management LLC1,000$33K0.0%N/A0.023%
7/29/2024Schmidt P J Investment Management Inc.21,066$697K0.1%-7.7%0.495%
7/19/2024Financial Partners Group Inc8,877$294K0.0%N/A0.208%
7/18/2024Brookstone Capital Management20,968$708K0.0%+54.3%0.492%
7/16/2024Great Valley Advisor Group Inc.56,948$1.88M0.1%+3.3%1.337%
7/16/2024PCG Wealth Advisors LLC34,628$1.15M0.5%+93.8%0.813%
7/11/2024Parkside Investments LLC190,140$6.29M1.0%+2.0%4.463%
7/10/2024CWM LLC1,519$50K0.0%+1,980.8%0.036%
7/9/2024Mather Group LLC.1,000$36K0.0%N/A0.023%
5/21/2024LRI Investments LLC1,162$42K0.0%N/A0.027%
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5/17/2024National Wealth Management Group LLC5,803$208K0.2%N/A0.136%
5/17/2024Pineridge Advisors LLC752$27K0.0%-40.2%0.018%
5/15/2024LRI Investments LLC1,162$40K0.0%N/A0.027%
5/1/2024Janney Montgomery Scott LLC16,257$582K0.0%-18.1%0.391%
4/30/2024Private 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%
4/26/2024Schmidt P J Investment Management Inc.22,828$817K0.2%+4.5%0.549%
4/24/2024Essex Financial Services Inc.30,028$1.08M0.1%+2.9%0.722%
4/23/2024Global Retirement Partners LLC30,746$1.10M0.0%-30.0%0.739%
4/19/2024PCG Wealth Advisors LLC17,871$640K0.3%-2.7%0.430%


PXE Institutional Ownership - Frequently Asked Questions

During the previous two years, 40 institutional investors and hedge funds held shares of Invesco Energy Exploration & Production ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($5.66M), Foundations Investment Advisors LLC ($5.48M), Cetera Investment Advisers ($4.70M), One Plus One Wealth Management LLC ($4.16M), MRA Advisory Group ($2.92M), Bank of America Corp DE ($2.01M), and LPL Financial LLC ($1.79M).Learn more on Invesco Energy Exploration & Production ETF's institutional investors.

Of the 30 institutional investors that purchased Invesco Energy Exploration & Production ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Foundations Investment Advisors LLC ($195.91K), Commonwealth Equity Services LLC ($193.76K), Cetera Investment Advisers ($132.66K), Raymond James Financial Inc. ($105.24K), MRA Advisory Group ($98.36K), Comprehensive Wealth Management LLC ($44.47K), and Mraz Amerine & Associates Inc. ($40.77K).

Institutional investors have bought a total of 567,499 shares in the last 24 months. This purchase volume represents approximately $16.78M in transactions.

Of the 12 institutional investors that sold Invesco Energy Exploration & Production ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($55.34K), NewEdge Advisors LLC ($18.79K), Cetera Investment Advisers ($17.64K), Raymond James Financial Inc. ($11.45K), Global Retirement Partners LLC ($6.16K), Royal Bank of Canada ($5.17K), and MGB Wealth Management LLC ($2.50K).

Institutional investors have sold a total of 120,244 shares in the last 24 months. This volume of shares sold represents approximately $3.76M in transactions.


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This page (NYSEARCA:PXE) was last updated on 7/25/2026 by MarketBeat.com Staff.
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