Invesco Energy ExplorationPXEETF
13F holders, Q2 2025 (June 30)42holders −4
5new positions
10sold out
$27.99avg. 13F price*
At the end of Q2 2025, 42 institutions reported holding Invesco Energy Exploration (PXE) in their 13F filings, down 4 from Q1 2025. 5 opened new positions and 10 sold out. The largest holders were Cetera Investment Advisers ($4.0M), Morgan Stanley ($3.1M) and Bank of America Corp. ($2.7M).
- Company
- Invesco Energy Exploration
- CUSIP
- 46137V761
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $115K |
| Exits | 10 | $5.1M |
All 13F filers, Q1 2025 → Q2 2025: 49,925 shares bought and 257,961 shares sold, net −208,036 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Cetera Investment Advisers | 0.01% | Add +10.7% | 143,548 | $4.0M |
| Morgan Stanley | 0.00% | Add +12.5% | 111,478 | $3.1M |
| Bank of America Corp. | 0.00% | Reduce -22.1% | 96,971 | $2.7M |
| LPL Financial LLC | 0.00% | Reduce -13.3% | 84,392 | $2.4M |
| Mraz, Amerine & Associates, Inc. | 0.20% | Add +15.6% | 44,566 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Add +14.7% | 35,441 | $992K |
| UBS Group AG | 0.00% | Add +9.2% | 33,493 | $937K |
| Essex Financial Services, Inc. | 0.05% | Reduce -0.3% | 29,294 | $820K |
| Global Retirement Partners, LLC | 0.01% | — | 15,064 | $422K |
| Goldman Sachs Group Inc. | 0.00% | Add +34.2% | 14,019 | $392K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.6% | 11,586 | $324K |
| Osaic Holdings, Inc. | 0.00% | Add +9.7% | 10,039 | $281K |
| Mariner, LLC | 0.00% | Reduce -4.4% | 9,043 | $253K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.9% | 8,518 | $238K |
| MGB Wealth Management, LLC | 0.07% | No change | 7,500 | $213K |
| Atlantic Union Bankshares Corp | 0.00% | New | 3,730 | $104K |
| Royal Bank of Canada | 0.00% | Add +31.1% | 2,400 | $67K |
| MAI Capital Management | 0.00% | No change | 1,570 | $44K |
| NewEdge Advisors, LLC | 0.00% | Reduce -93.5% | 1,314 | $37K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,169 | $33K |
| LRI Investments, LLC | 0.00% | No change | 1,162 | $33K |
| Creative Financial Designs Inc. | 0.00% | Add +986.5% | 1,130 | $32K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +4.9% | 682 | $19K |
| Copia Wealth Management | 0.02% | No change | 660 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 542 | $15K |
| Signaturefd, LLC | 0.00% | No change | 500 | $14K |
| HighMark Wealth Management LLC | 0.01% | No change | 400 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 372 | $10K |
| Harbour Investments, Inc. | 0.00% | Add +1.1% | 273 | $8K |
| JPMorgan Chase & Co. | 0.00% | Add +23.2% | 228 | $6K |
| FMR LLC | 0.00% | Reduce -0.9% | 210 | $6K |
| Golden State Wealth Management, LLC | 0.00% | No change | 210 | $6K |
| Bank of Montreal | 0.00% | No change | 200 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.0% | 187 | $5K |
| Simplex Trading, LLC | 0.00% | New | 196 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -73.7% | 141 | $4K |
| Team Financial Group, LLC | 0.00% | New | 136 | $4K |
| Spire Wealth Management | 0.00% | No change | 100 | $3K |
| Principal Securities, Inc. | 0.00% | New | 67 | $2K |
| Transce3nd, LLC | 0.00% | No change | 35 | $980 |
| Wells Fargo & Company | 0.00% | Add +2200.0% | 23 | $651 |
| Allworth Financial LP | 0.00% | New | 7 | $196 |
"% of holder's portfolio" is PXE's weight in each manager's 13F, not the share of Invesco Energy Exploration the manager owns.