Invesco Oil & Gas Services EPXJETF
13F holders, Q4 2024 (December 31)29holders −3
5new positions
8sold out
1famous investor
$27.86avg. 13F price*
At the end of Q4 2024, 29 institutions reported holding Invesco Oil & Gas Services E (PXJ) in their 13F filings, down 3 from Q3 2024. 5 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($2.6M), UBS Group AG ($2.5M) and Goldman Sachs Group Inc. ($1.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.3M |
| Exits | 8 | $3.3M |
All 13F filers, Q3 2024 → Q4 2024: 70,112 shares bought and 374,857 shares sold, net −304,745 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| LPL Financial LLC | 0.00% | Reduce -21.6% | 95,049 | $2.6M |
| UBS Group AG | 0.00% | Reduce -5.6% | 89,648 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -65.9% | 53,133 | $1.5M |
| Outlook Wealth Advisors, LLC | 0.26% | Reduce -3.7% | 32,361 | $902K |
| Susquehanna International Group, LLP | 0.00% | Add +79.4% | 26,713 | $744K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +22.1% | 26,140 | $728K |
| Independent Financial Group, LLC | 0.02% | Add +9.2% | 21,162 | $590K |
| RPg Family Wealth Advisory, LLC | 0.20% | New | 20,302 | $566K |
| Prospera Financial Services Inc | 0.01% | Add +48.0% | 19,372 | $540K |
| Morgan Stanley | 0.00% | Reduce -85.6% | 17,216 | $480K |
| Citadel Advisors | 0.00% | Reduce -48.0% | 11,239 | $313K |
| Bank of America Corp. | 0.00% | Reduce -48.2% | 10,524 | $293K |
| Jefferies Financial Group Inc. | 0.00% | New | 9,773 | $272K |
| Jane Street Group, LLC | 0.00% | New | 7,742 | $216K |
| Prosperity Wealth Management, Inc. | 0.09% | Add +0.8% | 7,562 | $211K |
| HighTower Advisors, LLC | 0.00% | New | 7,466 | $208K |
| HighMark Wealth Management LLC | 0.02% | Add +0.3% | 1,537 | $43K |
| Global Retirement Partners, LLC | 0.00% | No change | 337 | $9K |
| FMR LLC | 0.00% | Reduce -1.7% | 296 | $8K |
| Barclays PLC | 0.00% | No change | 200 | $6K |
| Private Trust Co. NA | 0.00% | No change | 183 | $5K |
| Oarsman Capital, Inc. | 0.00% | No change | 150 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 150 | $4K |
| Royal Bank of Canada | 0.00% | Reduce -86.3% | 146 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 80 | $2K |
| Osaic Holdings, Inc. | 0.00% | Reduce -87.2% | 77 | $2K |
| Toth Financial Advisory Corp. | 0.00% | No change | 50 | $1K |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $40 |
| Wells Fargo & Company | 0.00% | No change | 1 | $20 |
"% 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.