Who Owns INVESCO ENERGY (PXE)? -- Institutional Holders (2026-06-30)

61 institutions reported holding $26.8M of INVESCO ENERGY (PXE) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($4.7M), Cetera Investment Advisers ($3.8M), Mraz, Amerine & Associates, Inc. ($2.0M), RAYMOND JAMES FINANCIAL INC ($1.8M), LPL Financial LLC ($1.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$4.7M139,933Trimmed
2Cetera Investment Advisers$3.8M113,235Trimmed
3Mraz, Amerine & Associates, Inc.$2.0M60,488Added
4RAYMOND JAMES FINANCIAL INC$1.8M53,930Added
5LPL Financial LLC$1.7M51,355Trimmed
6BANK OF AMERICA CORP /DE/$1.6M47,589Trimmed
7TWO SIGMA INVESTMENTS, LP$1.6M46,500New
8Foundations Investment Advisors, LLC$1.3M39,687Trimmed
9Essex Financial Services, Inc.$961,06028,367Trimmed
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$838,80124,758Added
11IHT Wealth Management, LLC$610,72218,026Trimmed
12UBS Group AG$573,14816,917Added
13Tower Research Capital LLC (TRC)$559,83316,524New
14HRT FINANCIAL LP$553,00016,336New
15Cambridge Investment Research Advisors, Inc.$436,00012,871Added
16PCG Wealth Advisors, LLC$352,01310,390Trimmed
17BNP PARIBAS FINANCIAL MARKETS$338,80010,000Trimmed
18GOLDMAN SACHS GROUP INC$288,8618,526New
19OSAIC HOLDINGS, INC.$285,8778,438Trimmed
20ENVESTNET ASSET MANAGEMENT INC$278,9378,233Added
21TWO SIGMA SECURITIES, LLC$273,0058,058New
22Global Retirement Partners, LLC$248,5867,337Trimmed
23KKM Financial LLC$238,0757,027New
24CITADEL ADVISORS LLC$236,9236,993New
25Mariner, LLC$217,6116,423Trimmed

Source: SEC Form 13F filings · as of 2026-06-30