Invesco Energy ExplorationPXEETF
13F holders, Q3 2025 (September 30)43holders +1
8new positions
7sold out
$29.40avg. 13F price*
At the end of Q3 2025, 43 institutions reported holding Invesco Energy Exploration (PXE) in their 13F filings, up 1 from Q2 2025. 8 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($7.3M), Cetera Investment Advisers ($4.0M) and Bank of America Corp. ($2.4M).
- Company
- Invesco Energy Exploration
- CUSIP
- 46137V761
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.0M |
| Exits | 7 | $413K |
All 13F filers, Q2 2025 → Q3 2025: 190,083 shares bought and 77,162 shares sold, net +112,921 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Morgan Stanley | 0.00% | Add +124.3% | 250,067 | $7.3M |
| Cetera Investment Advisers | 0.00% | Reduce -5.1% | 136,285 | $4.0M |
| Bank of America Corp. | 0.00% | Reduce -14.2% | 83,237 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -23.1% | 64,927 | $1.9M |
| Mraz, Amerine & Associates, Inc. | 0.24% | Add +19.7% | 53,346 | $1.6M |
| UBS Group AG | 0.00% | Reduce -1.2% | 33,100 | $973K |
| Essex Financial Services, Inc. | 0.05% | Reduce -2.6% | 28,545 | $839K |
| Raymond James Financial Inc. | 0.00% | Reduce -32.3% | 23,995 | $705K |
| PCG Wealth Advisors, LLC | 0.12% | New | 13,540 | $398K |
| Global Retirement Partners, LLC | 0.01% | Reduce -10.1% | 13,540 | $398K |
| Susquehanna International Group, LLP | 0.00% | New | 10,330 | $304K |
| BNP Paribas Financial Markets | 0.00% | New | 10,000 | $294K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.3% | 9,410 | $280K |
| Mariner, LLC | 0.00% | No change | 9,043 | $266K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -24.0% | 8,801 | $259K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.3% | 8,324 | $245K |
| Royal Bank of Canada | 0.00% | Add +167.9% | 6,429 | $189K |
| MGB Wealth Management, LLC | 0.04% | Reduce -33.3% | 5,000 | $149K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2063.6% | 4,046 | $119K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.7% | 3,756 | $110K |
| MAI Capital Management | 0.00% | No change | 1,570 | $46K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.3% | 1,310 | $39K |
| LRI Investments, LLC | 0.00% | No change | 1,162 | $34K |
| Copia Wealth Management | 0.02% | Add +21.5% | 802 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -33.2% | 781 | $23K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 682 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 542 | $16K |
| Signaturefd, LLC | 0.00% | No change | 500 | $15K |
| HighMark Wealth Management LLC | 0.01% | No change | 400 | $12K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -2.4% | 363 | $11K |
| Rockefeller Capital Management L.P. | 0.00% | New | 336 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 250 | $7K |
| FMR LLC | 0.00% | Add +8.1% | 227 | $7K |
| Golden State Wealth Management, LLC | 0.00% | No change | 210 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 141 | $4K |
| Team Financial Group, LLC | 0.00% | Add +0.7% | 137 | $4K |
| Root Financial Partners, LLC | 0.00% | New | 102 | $3K |
| Harbour Investments, Inc. | 0.00% | Reduce -63.4% | 100 | $3K |
| Cwm, LLC | 0.00% | New | 72 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 67 | $2K |
| Wells Fargo & Company | 0.00% | No change | 23 | $668 |
| Jones Financial Companies LLLP | 0.00% | New | 10 | $305 |
| Creative Financial Designs Inc. | 0.00% | Reduce -99.2% | 9 | $258 |
"% of holder's portfolio" is PXE's weight in each manager's 13F, not the share of Invesco Energy Exploration the manager owns.