PXE Institutional Ownership
Invesco Energy Exploration & Production ETF
1W: +2.5%
1M: -3.2%
3M: +20.4%
YTD: +43.6%
1Y: +36.7%
3Y: +31.4%
5Y: +155.1%
$40.79
+0.07 (+0.17%)
Weekly Expected Move ±3.9%
$38
$39
$41
$42
$44
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — PXE
62
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
27M
Total Invested
10
New Positions
11
Increased
31
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (66 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 139,933 | $6M | -9,435 | -6.3% | 33Q | SEC ↗ |
| 2 | Cetera Investment Advisers | 113,235 | $5M | -6,590 | -5.5% | 10Q | SEC ↗ |
| 3 | Mraz, Amerine & Associates, Inc. | 60,488 | $2M | +3,453 | +6.1% | 10Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 53,930 | $2M | +37,307 | +224.4% | 7Q | SEC ↗ |
| 5 | LPL Financial LLC | 51,355 | $2M | -8,196 | -13.8% | 33Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 47,589 | $2M | -3,640 | -7.1% | 15Q | SEC ↗ |
| 7 | TWO SIGMA INVESTMENTS, LP NEW | 46,500 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Foundations Investment Advisors, LLC | 39,687 | $2M | -61,119 | -60.6% | 3Q | SEC ↗ |
| 9 | Essex Financial Services, Inc. | 28,367 | $1M | -80 | -0.3% | 18Q | SEC ↗ |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,758 | $1M | +2,737 | +12.4% | 2Q | SEC ↗ |
| 11 | IHT Wealth Management, LLC | 18,026 | $735K | -1,503 | -7.7% | 3Q | SEC ↗ |
| 12 | UBS Group AG | 16,917 | $690K | +558 | +3.4% | 33Q | SEC ↗ |
| 13 | Tower Research Capital LLC (TRC) NEW | 16,524 | $674K | — | +0.0% | 1Q | SEC ↗ |
| 14 | HRT FINANCIAL LP NEW | 16,336 | $666K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors | 12,871 | $525K | +3,090 | +31.6% | 2Q | SEC ↗ |
| 16 | PCG Wealth Advisors, LLC | 10,390 | $424K | -1,540 | -12.9% | 4Q | SEC ↗ |
| 17 | BNP PARIBAS FINANCIAL MARKETS | 10,000 | $408K | -40,000 | -80.0% | 4Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC NEW | 8,526 | $348K | — | +0.0% | 1Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 8,438 | $344K | -2,625 | -23.7% | 26Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 8,233 | $336K | +1,074 | +15.0% | 19Q | SEC ↗ |
| 21 | TWO SIGMA SECURITIES, LLC NEW | 8,058 | $329K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Global Retirement Partners, LLC NEW | 7,337 | $299K | — | +0.0% | 1Q | SEC ↗ |
| 23 | KKM Financial LLC NEW | 7,027 | $287K | — | +0.0% | 1Q | SEC ↗ |
| 24 | CITADEL ADVISORS LLC NEW | 6,993 | $285K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Mariner, LLC | 6,423 | $262K | -1,035 | -13.9% | 14Q | SEC ↗ |
| 26 | COMMONWEALTH EQUITY SERVICES, LLC | 6,325 | $258K | -636 | -9.1% | 19Q | SEC ↗ |
| 27 | Sunbelt Securities, Inc. NEW | 4,631 | $189K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Atlantic Union Bankshares Corp | 3,809 | $155K | +19 | +0.5% | 5Q | SEC ↗ |
| 29 | JONES FINANCIAL COMPANIES LLLP | 3,243 | $132K | +3,233 | +32330.0% | 4Q | SEC ↗ |
| 30 | Arax Advisory Partners NEW | 2,200 | $90K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Vision Retirement, LLC | 2,050 | $84K | — | +0.0% | 3Q | SEC ↗ |
| 32 | Copia Wealth Management | 1,131 | $46K | — | +0.0% | 7Q | SEC ↗ |
| 33 | ROYAL BANK OF CANADA | 1,129 | $46K | — | +0.0% | 33Q | SEC ↗ |
| 34 | FMR LLC | 556 | $23K | +99 | +21.7% | 19Q | SEC ↗ |
| 35 | HARBOUR INVESTMENTS, INC. | 500 | $20K | — | +0.0% | 17Q | SEC ↗ |
| 36 | SIGNATUREFD, LLC | 500 | $20K | — | +0.0% | 7Q | SEC ↗ |
| 37 | Farther Finance Advisors, LLC | 408 | $17K | +2 | +0.5% | 2Q | SEC ↗ |
| 38 | HighMark Wealth Management LLC | 400 | $16K | — | +0.0% | 15Q | SEC ↗ |
| 39 | Strategic Wealth Partners, Ltd. | 363 | $15K | — | +0.0% | 5Q | SEC ↗ |
| 40 | Federation des caisses Desjardins du Q | 357 | $15K | — | +0.0% | 25Q | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 341 | $14K | +2 | +0.6% | 4Q | SEC ↗ |
| 42 | Capital Investment Advisory Services, | 302 | $12K | -240 | -44.3% | 31Q | SEC ↗ |
| 43 | HAZLETT, BURT & WATSON, INC. | 250 | $10K | — | +0.0% | 4Q | SEC ↗ |
| 44 | Steward Partners Investment Advisory, | 200 | $8K | -81 | -28.8% | 11Q | SEC ↗ |
| 45 | Aptus Capital Advisors, LLC | 177 | $7K | — | +0.0% | 3Q | SEC ↗ |
| 46 | TOP Private Wealth LLC. NEW | 110 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 47 | CWM, LLC | 57 | $2K | -15 | -20.8% | 3Q | SEC ↗ |
| 48 | WELLS FARGO & COMPANY/MN | 22 | $1K | -1 | -4.3% | 33Q | SEC ↗ |
| 49 | Sound Income Strategies, LLC | 0 | $0K | -80 | -100.0% | 2Q | SEC ↗ |
| 50 | NewEdge Advisors, LLC | 0 | $0K | -1,310 | -100.0% | 13Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 46,500 | $2M |
| Tower Research Capital LLC (TRC) | 16,524 | $674K |
| HRT FINANCIAL LP | 16,336 | $666K |
| GOLDMAN SACHS GROUP INC | 8,526 | $348K |
| TWO SIGMA SECURITIES, LLC | 8,058 | $329K |
| Global Retirement Partners, LLC | 7,337 | $299K |
| KKM Financial LLC | 7,027 | $287K |
| CITADEL ADVISORS LLC | 6,993 | $285K |
| Sunbelt Securities, Inc. | 4,631 | $189K |
| Arax Advisory Partners | 2,200 | $90K |
| TOP Private Wealth LLC. | 110 | $4K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HighTower Advisors, LLC | 80,298 | $3M |
| Nilsine Partners, LLC | 40,498 | $2M |
| Amundi | 34,204 | $1M |
| Clal Insurance Enterprises Holdings | 30,000 | $1M |
| Equitable Holdings, Inc. | 12,946 | $528K |
| StoneX Group Inc. | 7,135 | $291K |
| Private Advisor Group, LLC | 5,949 | $243K |
| BANK OF MONTREAL /CAN | 3,150 | $128K |
| MAI Capital Management | 1,689 | $69K |
| NewEdge Advisors, LLC | 1,310 | $53K |
| Western Wealth Management, LLC | 1,266 | $52K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 393 | $16K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 177 | $7K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 141 | $6K |
| Team Financial Group, LLC | 138 | $6K |
| Root Financial Partners, LLC | 102 | $4K |
| Sound Income Strategies, LLC | 80 | $3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | $0K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +37,307 | +224.4% | 53,930 |
| Mraz, Amerine & Associates, Inc. | +3,453 | +6.1% | 60,488 |
| JONES FINANCIAL COMPANIES LLLP | +3,233 | +32330.0% | 3,243 |
| Cambridge Investment Research Advis | +3,090 | +31.6% | 12,871 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +2,737 | +12.4% | 24,758 |
| ENVESTNET ASSET MANAGEMENT INC | +1,074 | +15.0% | 8,233 |
| UBS Group AG | +558 | +3.4% | 16,917 |
| FMR LLC | +99 | +21.7% | 556 |
| Atlantic Union Bankshares Corp | +19 | +0.5% | 3,809 |
| Rockefeller Capital Management L.P. | +2 | +0.6% | 341 |
| Farther Finance Advisors, LLC | +2 | +0.5% | 408 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Foundations Investment Advisors, LL | -61,119 | -60.6% | 39,687 |
| BNP PARIBAS FINANCIAL MARKETS | -40,000 | -80.0% | 10,000 |
| MORGAN STANLEY | -9,435 | -6.3% | 139,933 |
| LPL Financial LLC | -8,196 | -13.8% | 51,355 |
| Cetera Investment Advisers | -6,590 | -5.5% | 113,235 |
| BANK OF AMERICA CORP /DE | -3,640 | -7.1% | 47,589 |
| OSAIC HOLDINGS, INC. | -2,625 | -23.7% | 8,438 |
| PCG Wealth Advisors, LLC | -1,540 | -12.9% | 10,390 |
| IHT Wealth Management, LLC | -1,503 | -7.7% | 18,026 |
| Mariner, LLC | -1,035 | -13.9% | 6,423 |
| COMMONWEALTH EQUITY SERVICES, LLC | -636 | -9.1% | 6,325 |
| Capital Investment Advisory Service | -240 | -44.3% | 302 |
| Steward Partners Investment Advisor | -81 | -28.8% | 200 |
| Essex Financial Services, Inc. | -80 | -0.3% | 28,367 |
| CWM, LLC | -15 | -20.8% | 57 |
| WELLS FARGO & COMPANY/MN | -1 | -4.3% | 22 |