Invesco Energy ExplorationPXEETF
13F holders, Q1 2026 (March 31)53holders +7
13new positions
4sold out
$38.95avg. 13F price*
At the end of Q1 2026, 53 institutions reported holding Invesco Energy Exploration (PXE) in their 13F filings, up 7 from Q4 2025. 13 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($5.9M), Cetera Investment Advisers ($4.7M) and Foundations Investment Advisors, LLC ($4.0M).
- Company
- Invesco Energy Exploration
- CUSIP
- 46137V761
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $9.5M |
| Exits | 4 | $967K |
All 13F filers, Q4 2025 → Q1 2026: 299,083 shares bought and 472,980 shares sold, net −173,897 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Morgan Stanley | 0.00% | Reduce -40.6% | 149,368 | $5.9M |
| Cetera Investment Advisers | 0.01% | Reduce -12.8% | 119,825 | $4.7M |
| Foundations Investment Advisors, LLC | 0.05% | Reduce -48.5% | 100,806 | $4.0M |
| HighTower Advisors, LLC | 0.00% | New | 80,298 | $3.1M |
| LPL Financial LLC | 0.00% | Reduce -6.9% | 59,551 | $2.3M |
| Mraz, Amerine & Associates, Inc. | 0.33% | Add +2.0% | 57,035 | $2.2M |
| Bank of America Corp. | 0.00% | Reduce -21.6% | 51,229 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Add +400.0% | 50,000 | $2.0M |
| Nilsine Partners, LLC | 0.12% | New | 40,498 | $1.5M |
| Amundi | 0.00% | New | 34,204 | $1.3M |
| Clal Insurance Enterprises Holdings Ltd | 0.01% | New | 30,000 | $1.2M |
| Essex Financial Services, Inc. | 0.06% | Reduce -0.4% | 28,447 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 22,021 | $863K |
| IHT Wealth Management, LLC | 0.02% | Add +48.4% | 19,529 | $766K |
| Raymond James Financial Inc. | 0.00% | Reduce -18.7% | 16,623 | $652K |
| UBS Group AG | 0.00% | Reduce -14.4% | 16,359 | $641K |
| PCG Wealth Advisors, LLC | 0.12% | Reduce -7.7% | 11,930 | $468K |
| Osaic Holdings, Inc. | 0.00% | Add +23.5% | 11,063 | $434K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 9,781 | $383K |
| Equitable Holdings, Inc. | 0.00% | New | 12,946 | $362K |
| Mariner, LLC | 0.00% | Reduce -17.5% | 7,458 | $292K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.4% | 7,159 | $281K |
| StoneX Group Inc. | 0.02% | New | 7,135 | $280K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -96.6% | 6,961 | $273K |
| Private Advisor Group, LLC | 0.00% | New | 5,949 | $233K |
| Sunbelt Securities, Inc. | 0.01% | New | 4,631 | $182K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.3% | 3,790 | $149K |
| Bank of Montreal | 0.00% | No change | 3,150 | $123K |
| Vision Retirement, LLC | 0.02% | No change | 2,050 | $80K |
| MAI Capital Management | 0.00% | Add +7.6% | 1,689 | $66K |
| Copia Wealth Management | 0.03% | Add +41.0% | 1,131 | $44K |
| Royal Bank of Canada | 0.00% | Reduce -10.3% | 1,129 | $44K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 542 | $21K |
| Harbour Investments, Inc. | 0.00% | Add +400.0% | 500 | $20K |
| Signaturefd, LLC | 0.00% | No change | 500 | $20K |
| FMR LLC | 0.00% | Add +63.2% | 457 | $18K |
| HighMark Wealth Management LLC | 0.01% | No change | 400 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 393 | $15K |
| Farther Finance Advisors, LLC | 0.00% | New | 406 | $15K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 363 | $14K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 357 | $14K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 339 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 281 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 250 | $10K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 177 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 177 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 141 | $6K |
| Team Financial Group, LLC | 0.00% | Add +0.7% | 138 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 80 | $3K |
| Cwm, LLC | 0.00% | Reduce -20.8% | 57 | $2K |
| Wells Fargo & Company | 0.00% | No change | 23 | $897 |
| Jones Financial Companies LLLP | 0.00% | No change | 10 | $403 |
| Creative Financial Designs Inc. | 0.00% | No change | 9 | $348 |
"% of holder's portfolio" is PXE's weight in each manager's 13F, not the share of Invesco Energy Exploration the manager owns.