Invesco Oil & Gas Services EPXJETF
13F holders, Q2 2024 (June 30)35holders +4
5new positions
2sold out
1famous investor
$32.57avg. 13F price*
At the end of Q2 2024, 35 institutions reported holding Invesco Oil & Gas Services E (PXJ) in their 13F filings, up 4 from Q1 2024. 5 opened new positions and 2 sold out. The largest holders were HighTower Advisors, LLC ($19.1M), Morgan Stanley ($12.0M) and Bank of America Corp. ($4.7M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.0M |
| Exits | 2 | $858K |
All 13F filers, Q1 2024 → Q2 2024: 371,043 shares bought and 255,261 shares sold, net +115,782 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| HighTower Advisors, LLC | 0.03% | Add +3.8% | 599,167 | $19.1M |
| Morgan Stanley | 0.00% | Add +77.2% | 376,568 | $12.0M |
| Bank of America Corp. | 0.00% | Reduce -57.1% | 148,534 | $4.7M |
| LPL Financial LLC | 0.00% | Add +27.9% | 145,482 | $4.6M |
| UBS Group AG | 0.00% | Add +25.0% | 112,940 | $3.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +102.6% | 107,156 | $3.4M |
| Raymond James & Associates | 0.00% | Add +15.3% | 83,809 | $2.7M |
| Outlook Wealth Advisors, LLC | 0.67% | New | 31,687 | $2.2M |
| Nilsine Partners, LLC | 0.18% | Add +2.5% | 41,962 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -39.7% | 30,898 | $987K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.2% | 21,733 | $695K |
| IHT Wealth Management, LLC | 0.02% | Reduce -32.0% | 19,436 | $621K |
| Cibc World Market Inc. | 0.00% | Add +3.6% | 13,255 | $424K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -0.9% | 13,140 | $420K |
| Prospera Financial Services Inc | 0.01% | Add +8.1% | 12,480 | $399K |
| Western Financial Corp | 0.21% | Add +2.6% | 11,076 | $354K |
| Envestnet Asset Management Inc. | 0.00% | Add +22.8% | 10,353 | $331K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,344 | $331K |
| Independent Financial Group, LLC | 0.01% | Add +3.4% | 9,669 | $309K |
| Susquehanna International Group, LLP | 0.00% | New | 9,482 | $303K |
| Private Advisor Group, LLC | 0.00% | Add +1.6% | 9,144 | $292K |
| Prosperity Wealth Management, Inc. | 0.12% | New | 7,435 | $238K |
| D. E. Shaw & Co. | 0.00% | Reduce -5.1% | 6,731 | $215K |
| Comerica Bank | 0.00% | No change | 3,400 | $109K |
| Osaic Holdings, Inc. | 0.00% | Add +73.5% | 2,400 | $77K |
| HighMark Wealth Management LLC | 0.03% | Add +0.5% | 1,526 | $49K |
| Global Retirement Partners, LLC | 0.00% | Reduce -8.4% | 336 | $11K |
| Barclays PLC | 0.00% | No change | 200 | $6K |
| Private Trust Co. NA | 0.00% | No change | 183 | $6K |
| Royal Bank of Canada | 0.00% | No change | 146 | $5K |
| Evermay Wealth Management LLC | 0.00% | New | 155 | $5K |
| Toth Financial Advisory Corp. | 0.00% | No change | 50 | $2K |
| Creekmur Asset Management LLC | 0.00% | Reduce -81.5% | 31 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 4 | $128 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $21 |
"% 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.