Invesco Energy ExplorationPXEETF

13F holders, Q2 2026 (June 30)
46holders −7
8new positions
15sold out
1famous investor
$33.88avg. 13F price*

At the end of Q2 2026, 46 institutions reported holding Invesco Energy Exploration (PXE) in their 13F filings, down 7 from Q1 2026. 8 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($4.7M), Cetera Investment Advisers ($3.8M) and Mraz, Amerine & Associates, Inc. ($2.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Invesco Energy Exploration
CUSIP
46137V761
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 59Q1 2024Q2 2024: 57Q2 2024Q3 2024: 53Q3 2024Q4 2024: 51Q4 2024Q1 2025: 46Q1 2025Q2 2025: 42Q2 2025Q3 2025: 43Q3 2025Q4 2025: 46Q4 2025Q1 2026: 53Q1 2026Q2 2026: 46Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions8$3.8M
Exits15$8.3M

All 13F filers, Q1 2026 → Q2 2026: 163,738 shares bought and 353,528 shares sold, net −189,790 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 46 holders

Morgan Stanley 0.00% Reduce -6.3% 139,933 $4.7M
Cetera Investment Advisers 0.00% Reduce -5.5% 113,235 $3.8M
Mraz, Amerine & Associates, Inc. 0.29% Add +6.0% 60,488 $2.0M
Raymond James Financial Inc. 0.00% Add +224.4% 53,930 $1.8M
LPL Financial LLC 0.00% Reduce -13.8% 51,355 $1.7M
Bank of America Corp. 0.00% Reduce -7.1% 47,589 $1.6M
Two Sigma Investments, LP 0.00% New 46,500 $1.6M
Foundations Investment Advisors, LLC 0.01% Reduce -60.6% 39,687 $1.3M
Essex Financial Services, Inc. 0.05% Reduce -0.3% 28,367 $961K
Susquehanna International Group, LLP 0.00% Add +12.4% 24,758 $839K
IHT Wealth Management, LLC 0.01% Reduce -7.7% 18,026 $611K
UBS Group AG 0.00% Add +3.4% 16,917 $573K
Tower Research Capital LLC (TRC) 0.01% New 16,524 $560K
HRT Financial LP 0.00% New 16,336 $553K
Cambridge Investment Research Advisors, Inc. 0.00% Add +31.6% 12,871 $436K
PCG Wealth Advisors, LLC 0.08% Reduce -12.9% 10,390 $352K
BNP Paribas Financial Markets 0.00% Reduce -80.0% 10,000 $339K
Goldman Sachs Group Inc. 0.00% New 8,526 $289K
Osaic Holdings, Inc. 0.00% Reduce -23.7% 8,438 $286K
Envestnet Asset Management Inc. 0.00% Add +15.0% 8,233 $279K
Two Sigma Securities, LLC 0.02% New 8,058 $273K
Global Retirement Partners, LLC 0.00% — 7,337 $249K
KKM Financial LLC 0.03% New 7,027 $238K
Citadel Advisors 0.00% New 6,993 $237K
Mariner, LLC 0.00% Reduce -13.9% 6,423 $218K
Commonwealth Equity Services, LLC 0.00% Reduce -9.1% 6,325 $214K
Atlantic Union Bankshares Corp 0.00% Add +0.5% 3,809 $129K
Jones Financial Companies LLLP 0.00% Add +32330.0% 3,243 $110K
Arax Advisory Partners 0.00% New 2,200 $75K
Vision Retirement, LLC 0.02% No change 2,050 $69K
Copia Wealth Management 0.02% No change 1,131 $38K
Royal Bank of Canada 0.00% No change 1,129 $38K
FMR LLC 0.00% Add +21.7% 556 $19K
Harbour Investments, Inc. 0.00% No change 500 $17K
Signaturefd, LLC 0.00% No change 500 $17K
Farther Finance Advisors, LLC 0.00% Add +0.5% 408 $14K
HighMark Wealth Management LLC 0.00% No change 400 $14K
Strategic Wealth Partners, Ltd. 0.00% No change 363 $12K
Federation des caisses Desjardins du Quebec 0.00% No change 357 $12K
Rockefeller Capital Management L.P. 0.00% Add +0.6% 341 $12K
Capital Investment Advisory Services, LLC 0.00% Reduce -44.3% 302 $10K
Hazlett, Burt & Watson, Inc. 0.00% No change 250 $8K
Steward Partners Investment Advisory, LLC 0.00% Reduce -28.8% 200 $7K
Aptus Capital Advisors, LLC 0.00% No change 177 $6K
TOP Private Wealth LLC. 0.00% — 110 $4K
Wells Fargo & Company 0.00% Reduce -4.3% 22 $759

"% of holder's portfolio" is PXE's weight in each manager's 13F, not the share of Invesco Energy Exploration the manager owns.