Invesco Energy ExplorationPXEETF
13F holders, Q4 2025 (December 31)46holders +3
6new positions
4sold out
$27.95avg. 13F price*
At the end of Q4 2025, 46 institutions reported holding Invesco Energy Exploration (PXE) in their 13F filings, up 3 from Q3 2025. 6 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($7.0M), Commonwealth Equity Services, LLC ($5.7M) and Foundations Investment Advisors, LLC ($5.5M).
- Company
- Invesco Energy Exploration
- CUSIP
- 46137V761
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $6.8M |
| Exits | 4 | $346K |
All 13F filers, Q3 2025 → Q4 2025: 441,112 shares bought and 61,537 shares sold, net +379,575 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Morgan Stanley | 0.00% | Add +0.5% | 251,305 | $7.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2201.6% | 202,564 | $5.7M |
| Foundations Investment Advisors, LLC | 0.07% | New | 195,906 | $5.5M |
| Cetera Investment Advisers | 0.00% | Add +0.9% | 137,466 | $3.8M |
| Bank of America Corp. | 0.00% | Reduce -21.5% | 65,321 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -1.5% | 63,934 | $1.8M |
| Mraz, Amerine & Associates, Inc. | 0.23% | Add +4.8% | 55,902 | $1.6M |
| Two Sigma Investments, LP | 0.00% | New | 29,800 | $833K |
| Essex Financial Services, Inc. | 0.05% | Add +0.1% | 28,567 | $798K |
| Raymond James Financial Inc. | 0.00% | Reduce -14.8% | 20,453 | $572K |
| UBS Group AG | 0.00% | Reduce -42.3% | 19,115 | $534K |
| IHT Wealth Management, LLC | 0.01% | New | 13,160 | $368K |
| PCG Wealth Advisors, LLC | 0.10% | Reduce -4.5% | 12,930 | $361K |
| BNP Paribas Financial Markets | 0.00% | No change | 10,000 | $280K |
| Mariner, LLC | 0.00% | No change | 9,043 | $253K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.8% | 8,958 | $250K |
| Global Retirement Partners, LLC | 0.00% | Reduce -34.3% | 8,900 | $249K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.9% | 7,333 | $205K |
| MGB Wealth Management, LLC | 0.04% | No change | 5,000 | $141K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.6% | 3,780 | $106K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -15.9% | 3,402 | $95K |
| Bank of Montreal | 0.00% | New | 3,150 | $89K |
| Vision Retirement, LLC | 0.02% | — | 2,050 | $57K |
| MAI Capital Management | 0.00% | No change | 1,570 | $44K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,310 | $37K |
| Royal Bank of Canada | 0.00% | Reduce -80.4% | 1,259 | $35K |
| Copia Wealth Management | 0.02% | No change | 802 | $22K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 542 | $15K |
| Signaturefd, LLC | 0.00% | No change | 500 | $14K |
| HighMark Wealth Management LLC | 0.00% | No change | 400 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 363 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -47.6% | 357 | $10K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.6% | 338 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -64.0% | 281 | $8K |
| FMR LLC | 0.00% | Add +23.4% | 280 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 250 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | New | 177 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 141 | $4K |
| Team Financial Group, LLC | 0.00% | No change | 137 | $4K |
| Root Financial Partners, LLC | 0.00% | No change | 102 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 100 | $3K |
| Sound Income Strategies, LLC | 0.00% | New | 80 | $2K |
| Cwm, LLC | 0.00% | No change | 72 | $2K |
| Wells Fargo & Company | 0.00% | No change | 23 | $640 |
| Jones Financial Companies LLLP | 0.00% | No change | 10 | $280 |
| Creative Financial Designs Inc. | 0.00% | No change | 9 | $247 |
"% of holder's portfolio" is PXE's weight in each manager's 13F, not the share of Invesco Energy Exploration the manager owns.