Who Owns Invesco Energy Exploration & Production ETF (PXE)?Hedge Fund & Institutional Holders

$36.22+0.32 (+0.89%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.000500050003001e+73T

% of Float Held

QoQ Change in Holders

+15 / -3

Price History

$22.69$25.99$29.30$32.60$35.90Sep 24Jun 25Mar 26

PXE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
FOUNDATIONS INVESTMENT ADVISORS, LLCNew Position+196K+$5.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+203K+$5.0M
Atlantic Union Bankshares CorpNew Position+4K+$105K
Copia Wealth ManagementNew Position+802+$22K
Capital Investment Advisory Services, LLCNew Position+542+$15K
SIGNATUREFD, LLCNew Position+500+$13K
HighMark Wealth Management LLCNew Position+400+$11K
HAZLETT, BURT & WATSON, INC.New Position+250+$7K
CWM, LLCNew Position+72+$2K
Sound Income Strategies, LLCNew Position+80+$2K
Root Financial Partners, LLCNew Position+102+$2K
TWO SIGMA INVESTMENTS, LPNew Position+30K+$0
ENVESTNET ASSET MANAGEMENT INCNew Position+7K+$0
Aptus Capital Advisors, LLCNew Position+177+$0
IHT Wealth Management, LLCNew Position+13K+$0

PXE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF AMERICA CORP /DE/Decreased-18K-$2.4B
LPL Financial LLCDecreased-993-$1.9B
UBS Group AGDecreased-14K-$972.3M
RAYMOND JAMES FINANCIAL INCDecreased-4K-$705.2M
PCG Wealth Advisors, LLCDecreased-610-$397.6M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-10K-$303.6M
OSAIC HOLDINGS, INC.Decreased-452-$279.5M
ROYAL BANK OF CANADADecreased-5K-$189.0M
Tower Research Capital LLC (TRC)Decreased-644-$118.9M
Steward Partners Investment Advisory, LLCDecreased-500-$23.0M
Federation des caisses Desjardins du QuebecDecreased-325-$20.0M
Strategic Wealth Partners, Ltd.Closed Position-363-$10.7M
PRINCIPAL SECURITIES, INC.Closed Position-67-$2.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY251,283$7.0M0.00%Share
2COMMONWEALTH EQUITY SERVICES, LLC202,564$5.0M0.01%Share
3FOUNDATIONS INVESTMENT ADVISORS, LLC195,906$5.0M0.07%Share
4Cetera Investment Advisers137,466$3.0M0.00%Share
5Mraz, Amerine & Associates, Inc.55,902$1.6M0.23%Share
6BANK OF AMERICA CORP /DE/60,941$1.0M0.00%Share
7LPL Financial LLC63,934$1.0M0.00%Share
8UBS Group AG19,115$534K0.00%Share
9PCG Wealth Advisors, LLC12,930$361K0.10%Share
10MGB Wealth Management, LLC5,000$141K0.04%Share
11Atlantic Union Bankshares Corp3,780$105K0.00%Share
12Copia Wealth Management802$22K0.02%Share
13Capital Investment Advisory Services, LLC542$15K0.00%Share
14SIGNATUREFD, LLC500$13K0.00%Share
15HighMark Wealth Management LLC400$11K0.00%Share
16HAZLETT, BURT & WATSON, INC.250$7K0.00%Share
17Team Financial Group, LLC137$3K0.00%Share
18HARBOUR INVESTMENTS, INC.100$2K0.00%Share
19CWM, LLC72$2K0.00%Share
20Sound Income Strategies, LLC80$2K0.00%Share
21Root Financial Partners, LLC102$2K0.00%Share
22MAI Capital Management1,570$00.00%Share
23BANK OF MONTREAL /CAN/3,150$00.00%Share
24O'SHAUGHNESSY ASSET MANAGEMENT, LLC141$00.00%Share
25BNP PARIBAS FINANCIAL MARKETS10,000$00.00%Share
26Essex Financial Services, Inc.28,567$00.00%Share
27ENVESTNET ASSET MANAGEMENT INC7,333$00.00%Share
28Global Retirement Partners, LLC8,900$00.00%Share
29MORGAN STANLEY22$00.00%Share
30CREATIVE FINANCIAL DESIGNS INC /ADV9$00.00%Share
31Aptus Capital Advisors, LLC177$00.00%Share
32NewEdge Advisors, LLC1,310$00.00%Share
33WELLS FARGO & COMPANY/MN22$00.00%Share
34WELLS FARGO & COMPANY/MN1$00.00%Share
35RAYMOND JAMES FINANCIAL INC12,191$00.00%Share
36RAYMOND JAMES FINANCIAL INC8,262$00.00%Share
37OSAIC HOLDINGS, INC.1,785$00.00%Share
38OSAIC HOLDINGS, INC.7,173$00.00%Share
39IHT Wealth Management, LLC13,160$00.00%Share
40Rockefeller Capital Management L.P.338$00.00%Share
41Steward Partners Investment Advisory, LLC281$00.00%Share
42Federation des caisses Desjardins du Quebec357$00.00%Share
43Mariner, LLC9,043$00.00%Share
44ROYAL BANK OF CANADA1,127$00.00%Share
45ROYAL BANK OF CANADA132$00.00%Share
46TWO SIGMA INVESTMENTS, LP29,800$00.00%Share
47Tower Research Capital LLC (TRC)3,402$00.00%Share
48FMR LLC280$00.00%Share
49BANK OF AMERICA CORP /DE/200$00.00%Share
50BANK OF AMERICA CORP /DE/4,180$00.00%Share

PXE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202544$24.8M+15
Q3 202529$22.0B-10
Q2 202539$14.7B-8
Q1 202547$29.1B+1
Q4 202446$2.6T+10
Q3 202436$18.0T-6
Q2 202442$23.3T+1
Q1 202441$23.8T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold PXE (Invesco Energy Exploration & Production ETF). The largest holder is MORGAN STANLEY with $7.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own PXE?

As of Q4 2025, 50 institutional investors report holding PXE (Invesco Energy Exploration & Production ETF) in their 13F filings.

Who is the largest institutional holder of PXE?

The largest institutional holder of PXE is MORGAN STANLEY with $7.0M in shares.

Is institutional ownership of PXE increasing or decreasing?

This quarter, 15 institutions opened new positions in PXE and 3 closed their positions.