Invesco Energy ExplorationPXEETF
13F holders, Q4 2024 (December 31)51holders −2
4new positions
9sold out
$29.60avg. 13F price*
At the end of Q4 2024, 51 institutions reported holding Invesco Energy Exploration (PXE) in their 13F filings, down 2 from Q3 2024. 4 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($4.6M), Bank of America Corp. ($4.2M) and One Plus One Wealth Management, LLC ($4.1M).
- Company
- Invesco Energy Exploration
- CUSIP
- 46137V761
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $459K |
| Exits | 9 | $7.4M |
All 13F filers, Q3 2024 → Q4 2024: 305,360 shares bought and 356,777 shares sold, net −51,417 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Morgan Stanley | 0.00% | Add +93.5% | 155,344 | $4.6M |
| Bank of America Corp. | 0.00% | Reduce -22.2% | 141,687 | $4.2M |
| One Plus One Wealth Management, LLC | 2.41% | Reduce -2.1% | 138,865 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +148.4% | 132,810 | $3.9M |
| LPL Financial LLC | 0.00% | Reduce -15.1% | 107,876 | $3.2M |
| Cetera Investment Advisers | 0.01% | Add +547.3% | 95,865 | $2.8M |
| Raymond James Financial Inc. | 0.00% | — | 50,351 | $1.5M |
| Comprehensive Wealth Management, LLC | 0.98% | Add +122.8% | 44,471 | $1.3M |
| Mraz, Amerine & Associates, Inc. | 0.20% | Add +33.0% | 37,542 | $1.1M |
| Essex Financial Services, Inc. | 0.06% | Add +0.5% | 30,253 | $895K |
| UBS Group AG | 0.00% | Add +2.7% | 27,300 | $808K |
| Susquehanna International Group, LLP | 0.00% | Add +99.9% | 25,840 | $765K |
| NewEdge Advisors, LLC | 0.00% | Add +9.6% | 25,603 | $758K |
| Schmidt P J Investment Management Inc. | 0.11% | Add +1.6% | 20,921 | $619K |
| Sandy Spring Bank | 0.03% | Add +0.7% | 20,840 | $617K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -35.5% | 20,332 | $602K |
| PCG Wealth Advisors, LLC | 0.22% | Reduce -38.4% | 19,854 | $588K |
| Global Retirement Partners, LLC | 0.02% | Add +21.3% | 18,126 | $537K |
| KKM Financial LLC | 0.17% | No change | 13,999 | $414K |
| Two Sigma Investments, LP | 0.00% | New | 13,203 | $391K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.3% | 9,775 | $289K |
| Mariner, LLC | 0.00% | No change | 9,043 | $268K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.3% | 7,559 | $224K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -24.0% | 7,531 | $223K |
| MGB Wealth Management, LLC | 0.07% | Reduce -58.8% | 7,500 | $219K |
| Osaic Holdings, Inc. | 0.00% | Reduce -41.6% | 7,277 | $215K |
| Royal Bank of Canada | 0.00% | Reduce -18.6% | 3,530 | $105K |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 2,800 | $83K |
| JPMorgan Chase & Co. | 0.00% | No change | 2,390 | $71K |
| MAI Capital Management | 0.00% | New | 1,570 | $46K |
| LRI Investments, LLC | 0.00% | No change | 1,162 | $34K |
| PSI Advisors, LLC | 0.01% | No change | 1,000 | $30K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +149.7% | 969 | $29K |
| Van Den Berg Management I, Inc. | 0.01% | No change | 900 | $27K |
| Runnymede Capital Advisors, Inc. | 0.02% | — | 728 | $22K |
| Copia Wealth Management | 0.02% | — | 660 | $20K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 650 | $19K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 542 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +7.4% | 537 | $16K |
| Signaturefd, LLC | 0.00% | New | 500 | $15K |
| FMR LLC | 0.00% | Reduce -23.2% | 483 | $14K |
| HighMark Wealth Management LLC | 0.01% | No change | 400 | $12K |
| Rialto Wealth Management, LLC | 0.00% | — | 350 | $10K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 269 | $8K |
| Bank of Montreal | 0.00% | New | 200 | $7K |
| Golden State Wealth Management, LLC | 0.00% | — | 210 | $6K |
| Amundi | 0.00% | No change | 151 | $5K |
| Creative Financial Designs Inc. | 0.00% | Reduce -59.9% | 103 | $3K |
| Cwm, LLC | 0.00% | Reduce -94.3% | 87 | $3K |
| Spire Wealth Management | 0.00% | No change | 100 | $3K |
| Transce3nd, LLC | 0.00% | — | 35 | $1K |
"% of holder's portfolio" is PXE's weight in each manager's 13F, not the share of Invesco Energy Exploration the manager owns.