Invesco Energy ExplorationPXEETF
13F holders, Q3 2024 (September 30)53holders −4
6new positions
10sold out
1famous investor
$29.67avg. 13F price*
At the end of Q3 2024, 53 institutions reported holding Invesco Energy Exploration (PXE) in their 13F filings, down 4 from Q2 2024. 6 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($5.4M), One Plus One Wealth Management, LLC ($4.2M) and LPL Financial LLC ($3.8M). 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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $6.0M |
| Exits | 10 | $9.2M |
All 13F filers, Q2 2024 → Q3 2024: 244,683 shares bought and 424,250 shares sold, net −179,567 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Bank of America Corp. | 0.00% | Reduce -24.1% | 182,116 | $5.4M |
| One Plus One Wealth Management, LLC | 2.49% | Add +8.3% | 141,796 | $4.2M |
| LPL Financial LLC | 0.00% | Reduce -11.6% | 127,047 | $3.8M |
| MRA Advisory Group | 1.59% | New | 98,356 | $2.9M |
| Morgan Stanley | 0.00% | Add +0.8% | 80,275 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 53,474 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +4.1% | 44,266 | $1.3M |
| Raymond James & Associates | 0.00% | Reduce -2.0% | 37,698 | $1.1M |
| PCG Wealth Advisors, LLC | 0.37% | Reduce -6.9% | 32,238 | $956K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.5% | 31,530 | $935K |
| Essex Financial Services, Inc. | 0.07% | Reduce -0.1% | 30,117 | $910K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -22.0% | 28,885 | $856K |
| Mraz, Amerine & Associates, Inc. | 0.15% | Add +33.5% | 28,228 | $837K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.6% | 27,023 | $801K |
| UBS Group AG | 0.00% | Reduce -12.7% | 26,580 | $788K |
| Brookstone Capital Management | 0.01% | Add +17.6% | 24,650 | $731K |
| NewEdge Advisors, LLC | 0.00% | Add +123.1% | 23,368 | $693K |
| Sandy Spring Bank | 0.03% | Add +0.7% | 20,694 | $614K |
| Schmidt P J Investment Management Inc. | 0.11% | Reduce -2.3% | 20,582 | $610K |
| Comprehensive Wealth Management, LLC | 0.38% | New | 19,958 | $592K |
| MGB Wealth Management, LLC | 0.20% | Reduce -2.7% | 18,211 | $540K |
| Citadel Advisors | 0.00% | New | 15,682 | $465K |
| Global Retirement Partners, LLC | 0.01% | Reduce -50.8% | 14,947 | $443K |
| Cetera Investment Advisers | 0.00% | Reduce -66.2% | 14,809 | $439K |
| KKM Financial LLC | 0.21% | No change | 13,999 | $415K |
| Gentry Private Wealth, LLC | 0.34% | No change | 13,952 | $414K |
| GoalVest Advisory LLC | 0.12% | No change | 13,952 | $414K |
| Susquehanna International Group, LLP | 0.00% | New | 12,925 | $383K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.7% | 12,461 | $369K |
| Financial Partners Group, Inc | 0.05% | Add +22.0% | 10,833 | $321K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -11.1% | 9,910 | $294K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.6% | 9,466 | $281K |
| Mariner, LLC | 0.00% | No change | 9,043 | $268K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.6% | 8,159 | $242K |
| Raymond James Trust N.A. | 0.00% | No change | 7,500 | $222K |
| Royal Bank of Canada | 0.00% | Reduce -58.9% | 4,337 | $129K |
| Wells Fargo & Company | 0.00% | Add +0.1% | 2,802 | $83K |
| JPMorgan Chase & Co. | 0.00% | New | 2,390 | $71K |
| Cwm, LLC | 0.00% | Add +0.7% | 1,529 | $45K |
| LRI Investments, LLC | 0.00% | No change | 1,162 | $37K |
| PSI Advisors, LLC | 0.01% | No change | 1,000 | $30K |
| Van Den Berg Management I, Inc. | 0.01% | Reduce -40.0% | 900 | $27K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 650 | $19K |
| FMR LLC | 0.00% | Reduce -8.2% | 629 | $19K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -15.6% | 542 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 500 | $16K |
| Private Trust Co. NA | 0.00% | No change | 525 | $16K |
| HighMark Wealth Management LLC | 0.01% | No change | 400 | $12K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 388 | $12K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 267 | $8K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 257 | $8K |
| Amundi | 0.00% | No change | 151 | $5K |
| Spire Wealth Management | 0.00% | No change | 100 | $3K |
"% of holder's portfolio" is PXE's weight in each manager's 13F, not the share of Invesco Energy Exploration the manager owns.