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Invesco Energy Exploration & Production ETF (PXE) Institutional Ownership

$29.68 +0.11 (+0.37%)
Closing price 07/11/2025 04:10 PM Eastern
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$29.67 -0.01 (-0.03%)
As of 07/11/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
$14.49M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$15.47M
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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
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%
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%
10/4/2024 MRA 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%
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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%
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%
4/15/2024Brookstone Capital Management13,592$487K0.0%+26.4%0.264%
4/13/2024Parkside Investments LLC186,340$6.67M1.0%-5.2%3.618%
4/10/2024One 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%
2/8/2024Janney Montgomery Scott LLC19,846$613K0.0%+11.7%0.385%
2/6/2024Private Advisor Group LLC33,470$1.03M0.0%+25.7%0.650%
2/2/2024Anfield Capital Management LLC59,233$1.83M1.0%-43.8%1.150%
1/30/2024PCG Wealth Advisors LLC18,369$568K0.3%-5.2%0.357%
1/25/2024RFG Advisory LLC8,075$250K0.0%-7.5%0.157%
1/25/2024International Assets Investment Management LLC30,900$1M0.0%N/A0.600%
1/24/2024International Assets Investment Management LLC30,900$1M0.0%N/A0.600%
1/22/2024One Plus One Wealth Management LLC128,002$3.96M2.4%-3.6%2.485%
1/18/2024Global Retirement Partners LLC43,901$1.29M0.1%-5.8%0.852%
1/16/2024Raymond James Financial Services Advisors Inc.7,453$230K0.0%-19.5%0.145%
1/16/2024Raymond James & Associates44,584$1.38M0.0%-6.6%0.866%
1/11/2024Brookstone Capital Management10,757$332K0.0%+32.5%0.209%
1/11/2024Parkside Investments LLC196,515$6.07M1.0%-33.4%3.816%
1/2/2024GoalVest Advisory LLC13,952$431K0.2%+34.7%0.271%
11/16/2023Essex Financial Services Inc.29,055$945K0.1%+3.0%0.564%
11/14/2023SMI 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%
11/8/2023Western Wealth Management LLC8,879$289K0.0%-8.2%0.172%
11/7/2023Great Valley Advisor Group Inc.60,532$1.97M0.1%-7.4%1.175%
11/6/2023Anfield Capital Management LLC105,461$3.43M1.6%-1.0%2.048%
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11/3/2023Private Advisor Group LLC26,629$866K0.0%-8.7%0.517%
10/24/2023Raymond James Financial Services Advisors Inc.9,261$301K0.0%-37.3%0.180%
10/24/2023Raymond James & Associates47,738$1.55M0.0%-7.3%0.927%
10/24/2023Cambridge 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%
10/20/2023Schmidt P J Investment Management Inc.21,549$725K0.2%-2.2%0.418%
10/13/2023OneAscent Wealth Management LLC9,055$294K0.1%-5.6%0.176%
10/13/2023Global Retirement Partners LLC46,581$1.40M0.1%-4.3%0.904%
10/12/2023One Plus One Wealth Management LLC132,762$4.32M2.8%-22.9%2.578%
10/10/2023Parkside Investments LLC295,220$9.60M1.8%+0.5%5.732%
(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, 47 institutional investors and hedge funds held shares of Invesco Energy Exploration & Production ETF. The most heavily invested institutionals were UBS Group AG ($6.33M), Parkside Investments LLC ($6.29M), Bank of America Corp DE ($4.19M), One Plus One Wealth Management LLC ($4.16M), Cetera Investment Advisers ($3.80M), SMI Advisory Services LLC ($3.73M), and MRA Advisory Group ($2.92M).Learn more on Invesco Energy Exploration & Production ETF's institutional investors.

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

Of the 35 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: UBS Group AG ($137.90K), SMI Advisory Services LLC ($121.71K), Cetera Investment Advisers ($117.65K), Raymond James Financial Inc. ($100.70K), MRA Advisory Group ($98.36K), Commonwealth Equity Services LLC ($88.99K), and International Assets Investment Management LLC ($62.80K).

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

Institutional investors have bought a total of 482,164 shares in the last 24 months. This purchase volume represents approximately $14.49M in transactions.

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

Of the 14 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: Goldman Sachs Group Inc. ($244.73K), Commonwealth Equity Services LLC ($125.84K), Bank of America Corp DE ($40.43K), LPL Financial LLC ($29.75K), PCG Wealth Advisors LLC ($18.07K), Global Retirement Partners LLC ($15.43K), and KKM Financial LLC ($11.72K).

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

Institutional investors have sold a total of 511,710 shares in the last 24 months. This volume of shares sold represents approximately $15.47M in transactions.


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This page (NYSEARCA:PXE) was last updated on 7/12/2025 by MarketBeat.com Staff
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