Invesco Oil & Gas Services EPXJETF
13F holders, Q3 2024 (September 30)32holders −3
7new positions
10sold out
1famous investor
$28.90avg. 13F price*
At the end of Q3 2024, 32 institutions reported holding Invesco Oil & Gas Services E (PXJ) in their 13F filings, down 3 from Q2 2024. 7 opened new positions and 10 sold out. The largest holders were Goldman Sachs Group Inc. ($4.5M), LPL Financial LLC ($3.5M) and Morgan Stanley ($3.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Oil & Gas Services E
- CUSIP
- 46137Y872
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.3M |
| Exits | 10 | $27.9M |
All 13F filers, Q2 2024 → Q3 2024: 233,145 shares bought and 1,310,703 shares sold, net −1,077,558 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Goldman Sachs Group Inc. | 0.00% | Add +1405.8% | 155,756 | $4.5M |
| LPL Financial LLC | 0.00% | Reduce -16.6% | 121,270 | $3.5M |
| Morgan Stanley | 0.00% | Reduce -68.3% | 119,402 | $3.5M |
| UBS Group AG | 0.00% | Reduce -15.9% | 95,007 | $2.7M |
| Nilsine Partners, LLC | 0.17% | Add +7.0% | 44,900 | $1.3M |
| Outlook Wealth Advisors, LLC | 0.28% | Add +6.1% | 33,611 | $972K |
| Stifel Financial Corp. | 0.00% | Add +1.3% | 31,301 | $905K |
| Citadel Advisors | 0.00% | New | 21,591 | $624K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +535050.0% | 21,406 | $619K |
| Bank of America Corp. | 0.00% | Reduce -86.3% | 20,309 | $587K |
| Independent Financial Group, LLC | 0.02% | Add +100.5% | 19,383 | $560K |
| Susquehanna International Group, LLP | 0.00% | Add +57.0% | 14,889 | $430K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -37.1% | 13,660 | $395K |
| Prospera Financial Services Inc | 0.01% | Add +4.9% | 13,094 | $378K |
| Two Sigma Investments, LP | 0.00% | New | 12,780 | $369K |
| JPMorgan Chase & Co. | 0.00% | New | 9,305 | $269K |
| Prosperity Wealth Management, Inc. | 0.09% | Add +0.9% | 7,503 | $217K |
| Comerica Bank | 0.00% | No change | 3,400 | $98K |
| HighMark Wealth Management LLC | 0.02% | Add +0.4% | 1,532 | $44K |
| Royal Bank of Canada | 0.00% | Add +629.5% | 1,065 | $30K |
| Osaic Holdings, Inc. | 0.00% | Reduce -74.9% | 603 | $17K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 337 | $10K |
| FMR LLC | 0.00% | New | 301 | $9K |
| Barclays PLC | 0.00% | No change | 200 | $6K |
| Private Trust Co. NA | 0.00% | No change | 183 | $5K |
| Evermay Wealth Management LLC | 0.00% | No change | 155 | $4K |
| Oarsman Capital, Inc. | 0.00% | New | 150 | $4K |
| Fourpath Capital Management, LLC | 0.00% | New | 130 | $4K |
| IFP Advisors, Inc | 0.00% | New | 80 | $2K |
| Toth Financial Advisory Corp. | 0.00% | No change | 50 | $1K |
| Creekmur Asset Management LLC | 0.00% | Reduce -96.8% | 1 | $41 |
| Wells Fargo & Company | 0.00% | No change | 1 | $22 |
"% 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.