Invesco Oil & Gas Services EPXJETF
13F holders, Q1 2024 (March 31)31holders
1famous investor
$31.76avg. 13F price*
At the end of Q1 2024, 31 institutions reported holding Invesco Oil & Gas Services E (PXJ) in their 13F filings. The largest holders were HighTower Advisors, LLC ($18.3M), Bank of America Corp. ($11.0M) and Morgan Stanley ($6.7M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Invesco Oil & Gas Services E
- CUSIP
- 46137Y872
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $4.5M |
| Exits | 6 | $1.7M |
Ownership 31 holders
| HighTower Advisors, LLC | 0.03% | Reduce -6.0% | 577,091 | $18.3M |
| Bank of America Corp. | 0.00% | Add +54.5% | 345,936 | $11.0M |
| Morgan Stanley | 0.00% | Reduce -76.8% | 212,508 | $6.7M |
| LPL Financial LLC | 0.00% | Add +108.6% | 113,763 | $3.6M |
| UBS Group AG | 0.00% | Add +17.7% | 90,381 | $2.9M |
| Raymond James & Associates | 0.00% | New | 72,674 | $2.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 52,879 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -5.3% | 51,229 | $1.6M |
| Nilsine Partners, LLC | 0.18% | Add +4.0% | 40,939 | $1.3M |
| IHT Wealth Management, LLC | 0.04% | Add +2.0% | 28,580 | $908K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.0% | 22,459 | $713K |
| Sprott Inc. | 0.04% | No change | 17,250 | $548K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Add +5.2% | 13,260 | $421K |
| Cibc World Market Inc. | 0.00% | Add +7.1% | 12,788 | $406K |
| Prospera Financial Services Inc | 0.01% | Add +0.3% | 11,548 | $367K |
| Western Financial Corp | 0.21% | Reduce -12.5% | 10,800 | $343K |
| JPMorgan Chase & Co. | 0.00% | No change | 9,755 | $310K |
| Independent Financial Group, LLC | 0.01% | Add +3.6% | 9,351 | $297K |
| Private Advisor Group, LLC | 0.00% | Add +9.8% | 8,996 | $286K |
| Envestnet Asset Management Inc. | 0.00% | New | 8,428 | $268K |
| D. E. Shaw & Co. | 0.00% | New | 7,096 | $225K |
| Comerica Bank | 0.00% | Reduce -13.0% | 3,400 | $108K |
| HighMark Wealth Management LLC | 0.03% | Add +0.1% | 1,519 | $48K |
| Osaic Holdings, Inc. | 0.00% | Add +20.2% | 1,383 | $44K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.1% | 367 | $12K |
| Barclays PLC | 0.00% | No change | 200 | $6K |
| Private Trust Co. NA | 0.00% | Add +181.5% | 183 | $6K |
| Creekmur Asset Management LLC | 0.00% | Reduce -58.1% | 168 | $5K |
| Royal Bank of Canada | 0.00% | Reduce -98.3% | 146 | $5K |
| Toth Financial Advisory Corp. | 0.00% | No change | 50 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 4 | $127 |
"% of holder's portfolio" is PXJ's weight in each manager's 13F, not the share of Invesco Oil & Gas Services E the manager owns.