Invesco Aerospace & Defense ETF
225 hedge funds and large institutions have $753M invested in Invesco Aerospace & Defense ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 76 increasing their positions, 30 reducing their positions, and 12 closing their positions.
417% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 12
153% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 30
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
61% more capital invested
Capital invested by funds: $469M → $753M (+$284M)
25% more funds holding
Funds holding: 180 → 225 (+45)
8.76% more ownership
Funds ownership: 36.43% → 45.19% (+8.8%)
57% less call options, than puts
Call options by funds: $23M | Put options by funds: $53.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
STA
Summit Trail Advisors
New York
|
+$21.7M |
| 2 |
Morgan Stanley
New York
|
+$15.1M |
| 3 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$15M |
| 4 |
LPL Financial
San Diego,
California
|
+$9.45M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Curi Wealth Management
Raleigh,
North Carolina
|
-$10.2M |
| 2 |
Goldman Sachs
New York
|
-$964K |
| 3 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$868K |
| 4 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$696K |
| 5 |
WI
Wintrust Investments
Chicago,
Illinois
|
-$641K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KCM
226
Karp Capital Management
Sausalito,
California
| – | -$10.7M | -165,434 | Closed |
|
|
CWM
227
Curi Wealth Management
Raleigh,
North Carolina
| – | -$10.2M | -158,520 | Closed |
|
|
228
Goldman Sachs
New York
| – | -$964K | -14,935 | Closed |
|
|
AWA
229
Arete Wealth Advisors
Chicago,
Illinois
| – | -$404K | -6,261 | Closed |
|
|
WI
230
Wintrust Investments
Chicago,
Illinois
| – | -$641K | -5,500 | Closed |
|
231
Citadel Advisors
Miami,
Florida
| – | -$300K | -4,657 | Closed |
|
|
OIA
232
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$207K | -3,204 | Closed |
|
|
EW
233
Evoke Wealth
Los Angeles,
California
| – | -$48K | -750 | Closed |
|
|
GWSG
234
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$44K | -677 | Closed |
|
|
ACM
235
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$9.36K | -145 | Closed |
|
|
HGERS
236
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$5K | -87 | Closed |
|
PPA Hedge Fund Activity: Q4 2022 in Review
225 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q4 2022, worth a combined $753M — up 61% from $469M a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new PPA positions and 12 closed out — a net gain of 50 holders — while 76 added to existing stakes and 30 trimmed.
The largest buyer was Summit Trail Advisors, adding an estimated $21.7M. The largest seller was Curi Wealth Management, exiting entirely with an estimated $10.2M sold.
- 225 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q4 2022, up from 180 in Q3 2022.
- Funds reported $753M of Invesco Aerospace & Defense ETF stock for Q4 2022, up 61% quarter-over-quarter.
- 62 funds opened new Invesco Aerospace & Defense ETF positions in Q4 2022 and 12 closed out, a net change of +50 holders.
- The largest Invesco Aerospace & Defense ETF buyer in Q4 2022 was Summit Trail Advisors, an estimated $21.7M added.
- The largest Invesco Aerospace & Defense ETF seller in Q4 2022 was Curi Wealth Management, an estimated $10.2M sold.
Based on aggregated 13F filings for Q4 2022.