Invesco Energy ExplorationPXEETF
13F holders, Q1 2025 (March 31)46holders −5
2new positions
6sold out
$29.27avg. 13F price*
At the end of Q1 2025, 46 institutions reported holding Invesco Energy Exploration (PXE) in their 13F filings, down 5 from Q4 2024. 2 opened new positions and 6 sold out. The largest holders were One Plus One Wealth Management, LLC ($4.2M), Cetera Investment Advisers ($3.8M) and Bank of America Corp. ($3.6M).
- Company
- Invesco Energy Exploration
- CUSIP
- 46137V761
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $4K |
| Exits | 6 | $2.6M |
All 13F filers, Q4 2024 → Q1 2025: 56,326 shares bought and 362,118 shares sold, net −305,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| One Plus One Wealth Management, LLC | 2.27% | Add +2.3% | 142,080 | $4.2M |
| Cetera Investment Advisers | 0.01% | Add +35.3% | 129,717 | $3.8M |
| Bank of America Corp. | 0.00% | Reduce -12.1% | 124,486 | $3.6M |
| Morgan Stanley | 0.00% | Reduce -36.2% | 99,058 | $2.9M |
| LPL Financial LLC | 0.00% | Reduce -9.8% | 97,293 | $2.8M |
| Mraz, Amerine & Associates, Inc. | 0.19% | Add +2.7% | 38,549 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -38.6% | 30,900 | $905K |
| UBS Group AG | 0.00% | Add +12.4% | 30,673 | $898K |
| Essex Financial Services, Inc. | 0.06% | Reduce -2.9% | 29,388 | $860K |
| Sandy Spring Bank | 0.03% | Add +0.7% | 20,979 | $614K |
| NewEdge Advisors, LLC | 0.00% | Reduce -21.5% | 20,099 | $588K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +160.6% | 19,623 | $575K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -27.3% | 14,788 | $433K |
| PCG Wealth Advisors, LLC | 0.14% | Reduce -28.6% | 14,169 | $415K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -92.1% | 10,446 | $306K |
| KKM Financial LLC | 0.12% | Reduce -27.9% | 10,089 | $295K |
| Mariner, LLC | 0.00% | Add +4.6% | 9,459 | $277K |
| Osaic Holdings, Inc. | 0.00% | Add +25.7% | 9,148 | $268K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.2% | 8,680 | $254K |
| MGB Wealth Management, LLC | 0.08% | No change | 7,500 | $218K |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.8% | 7,023 | $206K |
| Royal Bank of Canada | 0.00% | Reduce -48.2% | 1,830 | $54K |
| MAI Capital Management | 0.00% | No change | 1,570 | $46K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +20.6% | 1,169 | $34K |
| LRI Investments, LLC | 0.00% | No change | 1,162 | $34K |
| PSI Advisors, LLC | 0.01% | No change | 1,000 | $29K |
| Copia Wealth Management | 0.02% | No change | 660 | $19K |
| 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% | No change | 537 | $16K |
| Signaturefd, LLC | 0.00% | No change | 500 | $15K |
| HighMark Wealth Management LLC | 0.01% | No change | 400 | $12K |
| Rialto Wealth Management, LLC | 0.00% | No change | 350 | $10K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 270 | $8K |
| FMR LLC | 0.00% | Reduce -56.1% | 212 | $6K |
| Golden State Wealth Management, LLC | 0.00% | No change | 210 | $6K |
| Bank of Montreal | 0.00% | No change | 200 | $6K |
| JPMorgan Chase & Co. | 0.00% | Reduce -92.3% | 185 | $5K |
| Amundi | 0.00% | No change | 151 | $4K |
| Creative Financial Designs Inc. | 0.00% | Add +1.0% | 104 | $3K |
| Bessemer Group Inc. | 0.00% | New | 109 | $3K |
| Spire Wealth Management | 0.00% | No change | 100 | $3K |
| Running Point Capital Advisors, LLC | 0.00% | New | 50 | $1K |
| Transce3nd, LLC | 0.00% | No change | 35 | $1K |
| Cwm, LLC | 0.00% | Reduce -64.4% | 31 | $1K |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $43 |
"% of holder's portfolio" is PXE's weight in each manager's 13F, not the share of Invesco Energy Exploration the manager owns.