Invesco Energy ExplorationPXEETF
13F holders, Q1 2024 (March 31)59holders
2famous investors
$35.80avg. 13F price*
At the end of Q1 2024, 59 institutions reported holding Invesco Energy Exploration (PXE) in their 13F filings. The largest holders were Bank of America Corp. ($7.6M), Parkside Investments, LLC ($6.7M) and Commonwealth Equity Services, LLC ($5.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Invesco Energy Exploration
- CUSIP
- 46137V761
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.9M |
| Exits | 10 | $1.6M |
Ownership 59 holders
| Bank of America Corp. | 0.00% | Add +1.2% | 212,736 | $7.6M |
| Parkside Investments, LLC | 1.06% | Reduce -5.2% | 186,340 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +150.8% | 147,998 | $5.3M |
| One Plus One Wealth Management, LLC | 2.71% | Add +3.1% | 131,958 | $4.7M |
| LPL Financial LLC | 0.00% | Reduce -12.6% | 131,289 | $4.7M |
| Morgan Stanley | 0.00% | Reduce -8.9% | 80,069 | $2.9M |
| Anfield Capital Management, LLC | 1.10% | Add +7.4% | 63,601 | $2.3M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -8.9% | 55,132 | $2.0M |
| Cetera Investment Advisers | 0.00% | New | 41,072 | $1.5M |
| Raymond James & Associates | 0.00% | Reduce -14.3% | 38,186 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +8.2% | 36,210 | $1.3M |
| Global Retirement Partners, LLC | 0.04% | Reduce -30.0% | 30,746 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.1% | 30,581 | $1.1M |
| Essex Financial Services, Inc. | 0.10% | Add +2.9% | 30,028 | $1.1M |
| UBS Group AG | 0.00% | Reduce -52.3% | 25,182 | $902K |
| Schmidt P J Investment Management Inc. | 0.15% | Add +4.5% | 22,828 | $817K |
| Sandy Spring Bank | 0.03% | Add +0.5% | 20,441 | $732K |
| MGB Wealth Management, LLC | 0.27% | Add +0.0% | 18,710 | $670K |
| Cibc World Market Inc. | 0.00% | New | 18,318 | $656K |
| PCG Wealth Advisors, LLC | 0.30% | Reduce -2.7% | 17,871 | $640K |
| Citadel Advisors | 0.00% | Reduce -50.7% | 16,560 | $593K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -18.1% | 16,257 | $582K |
| Mraz, Amerine & Associates, Inc. | 0.10% | New | 15,131 | $542K |
| Royal Bank of Canada | 0.00% | Add +102.8% | 15,031 | $538K |
| KKM Financial LLC | 0.24% | Add +7.7% | 13,999 | $501K |
| GoalVest Advisory LLC | 0.17% | No change | 13,952 | $499K |
| Brookstone Capital Management | 0.01% | Add +26.4% | 13,592 | $487K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.8% | 11,438 | $409K |
| NewEdge Advisors, LLC | 0.00% | Add +849.2% | 9,587 | $343K |
| IHT Wealth Management, LLC | 0.01% | Add +3.2% | 9,205 | $330K |
| OneAscent Wealth Management LLC | 0.12% | No change | 9,055 | $324K |
| Mariner, LLC | 0.00% | No change | 9,043 | $324K |
| D. E. Shaw & Co. | 0.00% | New | 8,074 | $289K |
| Susquehanna International Group, LLP | 0.00% | New | 7,309 | $262K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 6,725 | $241K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -12.6% | 6,516 | $233K |
| Equitable Holdings, Inc. | 0.00% | New | 6,000 | $215K |
| National Wealth Management Group, LLC | 0.16% | New | 5,803 | $208K |
| Wells Fargo & Company | 0.00% | Add +0.5% | 3,015 | $108K |
| Avior Wealth Management, LLC | 0.00% | No change | 1,631 | $58K |
| Beacon Capital Management, LLC | 0.01% | No change | 1,250 | $45K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.6% | 1,171 | $42K |
| LRI Investments, LLC | 0.01% | — | 1,162 | $42K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,065 | $39K |
| Harbour Investments, Inc. | 0.00% | Add +0.5% | 1,004 | $36K |
| PSI Advisors, LLC | 0.01% | No change | 1,000 | $36K |
| Van Den Berg Management I, Inc. | 0.01% | New | 1,000 | $36K |
| Pineridge Advisors LLC | 0.01% | Reduce -40.2% | 752 | $27K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 650 | $23K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 642 | $23K |
| Private Trust Co. NA | 0.00% | Add +7.0% | 550 | $20K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 500 | $18K |
| HighMark Wealth Management LLC | 0.01% | No change | 400 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 388 | $14K |
| Creative Financial Designs Inc. | 0.00% | Add +0.4% | 254 | $9K |
| FMR LLC | 0.00% | Reduce -81.6% | 183 | $7K |
| Amundi | 0.00% | No change | 151 | $5K |
| Spire Wealth Management | 0.00% | No change | 100 | $4K |
| Cwm, LLC | 0.00% | No change | 73 | $3K |
"% of holder's portfolio" is PXE's weight in each manager's 13F, not the share of Invesco Energy Exploration the manager owns.