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Invesco Energy Exploration & Production ETF (PXE) Institutional Ownership

$32.43 -0.09 (-0.28%)
As of 01/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$12.73M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$8.10M
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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
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%
10/8/2024 Brookstone 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%
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%
7/30/2024 International 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%
7/18/2024 Brookstone 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%
4/15/2024 Brookstone 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%
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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%
1/25/2024 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%
1/22/2024One 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%
1/11/2024 Brookstone 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%
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%
8/30/2023Western Wealth Management LLC9,668$269K0.0%-29.4%0.188%
8/10/2023Commonwealth Equity Services LLC75,411$2.10M0.0%-1.7%1.464%
8/10/2023Private Advisor Group LLC29,169$896K0.0%-9.5%0.566%
8/10/2023Cetera Advisor Networks LLC96,468$2.69M0.0%+149.4%1.873%
8/3/2023RFG Advisory LLC8,856$246K0.0%-18.6%0.145%
7/31/2023LPL Financial LLC157,500$4.38M0.0%-32.8%2.586%
7/26/2023Janney Montgomery Scott LLC17,847$497K0.0%-10.0%0.293%
7/25/2023Raymond James Financial Services Advisors Inc.14,777$411K0.0%-7.8%0.243%
7/25/2023Raymond James & Associates51,518$1.43M0.0%-17.0%0.846%
7/20/2023Global Retirement Partners LLC48,687$1.36M0.1%+9.2%0.799%
7/20/2023PCG Wealth Advisors LLC19,361$539K0.3%-7.7%0.318%
7/17/2023One 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%
7/10/2023OneAscent Wealth Management LLC9,593$267K0.1%-3.7%0.158%
7/7/2023Parkside Investments LLC293,780$8.18M1.5%-2.1%4.824%
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5/12/2023Masso Torrence Wealth Management Inc.15,822$427K0.3%-58.7%0.260%
5/10/2023Private 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%
5/8/2023Global Retirement Partners LLC44,605$1.10M0.1%+1.7%0.732%
5/4/2023Anfield Capital Management LLC85,350$1.57M0.7%-5.3%1.401%
5/3/2023Integrated Wealth Concepts LLC16,479$445K0.0%-18.7%0.271%
5/3/2023Great Valley Advisor Group Inc.93,154$2.51M0.1%-1.1%1.530%
5/2/2023Easterly Investment Partners LLC9,681$261K0.0%N/A0.096%
(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, 58 institutional investors and hedge funds held shares of Invesco Energy Exploration & Production ETF. The most heavily invested institutionals were HighTower Advisors LLC ($12.53M), UBS Group AG ($6.33M), Parkside Investments LLC ($6.29M), LPL Financial LLC ($5.97M), One Plus One Wealth Management LLC ($4.20M), SMI Advisory Services LLC ($3.73M), and Stephens Inc. AR ($3.23M).Learn more on PXE's institutional investors.

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

Of the 44 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 ($360.72K), One Plus One Wealth Management LLC ($187.10K), UBS Group AG ($149.09K), SMI Advisory Services LLC ($123.67K), MRA Advisory Group ($98.36K), Commonwealth Equity Services LLC ($88.99K), and Private Advisor Group LLC ($72.53K).

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

Institutional investors have bought a total of 1,616,188 shares in the last 24 months. This purchase volume represents approximately $49.27M in transactions.

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

Of the 30 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 ($135.66K), Parkside Investments LLC ($115.29K), Raymond James & Associates ($104.73K), Raymond James Financial Services Advisors Inc. ($66.85K), Financial Management Professionals Inc. ($64.49K), and Anfield Capital Management LLC ($62.34K).

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

Institutional investors have sold a total of 1,307,766 shares in the last 24 months. This volume of shares sold represents approximately $37.79M in transactions.



This page (NYSEARCA:PXE) was last updated on 1/18/2025 by MarketBeat.com Staff
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