Invesco Oil & Gas Services EPXJETF
13F holders, Q1 2025 (March 31)26holders −3
6new positions
8sold out
$25.64avg. 13F price*
At the end of Q1 2025, 26 institutions reported holding Invesco Oil & Gas Services E (PXJ) in their 13F filings, down 3 from Q4 2024. 6 opened new positions and 8 sold out. The largest holders were UBS Group AG ($1.8M), Goldman Sachs Group Inc. ($1.3M) and LPL Financial LLC ($1.2M).
- Company
- Invesco Oil & Gas Services E
- CUSIP
- 46137Y872
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.0M |
| Exits | 8 | $2.9M |
All 13F filers, Q4 2024 → Q1 2025: 96,133 shares bought and 185,402 shares sold, net −89,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| UBS Group AG | 0.00% | Reduce -21.6% | 70,251 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.3% | 51,925 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -51.0% | 46,528 | $1.2M |
| Outlook Wealth Advisors, LLC | 0.30% | Add +32.1% | 42,751 | $1.1M |
| Marshall Investment Management, LLC | 0.65% | New | 40,715 | $1.0M |
| Prospera Financial Services Inc | 0.01% | Add +15.7% | 22,409 | $575K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.19% | New | 20,544 | $527K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -30.5% | 18,169 | $466K |
| Morgan Stanley | 0.00% | Reduce -20.9% | 13,619 | $349K |
| Jefferies Financial Group Inc. | 0.01% | Add +28.8% | 12,585 | $323K |
| IHT Wealth Management, LLC | 0.01% | New | 9,286 | $238K |
| Advisor Resource Council | 0.02% | New | 8,255 | $212K |
| Bank of America Corp. | 0.00% | Reduce -22.5% | 8,152 | $209K |
| HighMark Wealth Management LLC | 0.02% | Add +0.2% | 1,540 | $39K |
| Cwm, LLC | 0.00% | New | 828 | $21K |
| FMR LLC | 0.00% | No change | 296 | $8K |
| Osaic Holdings, Inc. | 0.00% | Add +250.7% | 270 | $7K |
| Barclays PLC | 0.00% | No change | 200 | $5K |
| Private Trust Co. NA | 0.00% | No change | 183 | $5K |
| Royal Bank of Canada | 0.00% | No change | 146 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 150 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 80 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 70 | $2K |
| Toth Financial Advisory Corp. | 0.00% | No change | 50 | $1K |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $37 |
| Wells Fargo & Company | 0.00% | No change | 1 | $27 |
"% 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.