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Invesco Aerospace & Defense ETF

365 hedge funds and large institutions have $2.31B invested in Invesco Aerospace & Defense ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 152 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 24

77% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 86

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

39% more capital invested

Capital invested by funds: $1.66B → $2.31B (+$648M)

5% more funds holding

Funds holding: 349365 (+16)

1.67% more ownership

Funds ownership: 50.37%52.04% (+1.7%)

20% less call options, than puts

Call options by funds: $49.6M | Put options by funds: $62.3M

Holders
365
Holders Change
+16
Holders Change %
+4.58%
% of All Funds
5.24%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
43
Increased
152
Reduced
86
Closed
24
Calls
$49.6M
Puts
$62.3M
Net Calls
-$12.7M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
226
Davies Financial Advisors
California
$311K +$109 +1 +0%
LI
227
LVZ Inc
Michigan
$307K -$11.5K -106 -4%
KA
228
Kovack Advisors
Florida
$303K +$16.3K +150 +6%
ZIM
229
Zacks Investment Management
Illinois
$302K +$13.8K +127 +5%
LCGC
230
Legacy Capital Group California
California
$299K -$13.5K -124 -5%
APW
231
Aurora Private Wealth
New Jersey
$297K
TNA
232
True North Advisors
Texas
$293K
VWA
233
Visionary Wealth Advisors
Illinois
$292K +$19.3K +178 +8%
PA
234
PFG Advisors
Arizona
$286K +$5.98K +55 +2%
Vontobel Holding
235
Vontobel Holding
Switzerland
$274K +$8.91K +82 +4%
GWM
236
Geneos Wealth Management
Colorado
$274K
BNP Paribas Financial Markets
237
BNP Paribas Financial Markets
France
$265K +$1.2K +11 +0.5%
CIA
238
Compass Ion Advisors
Pennsylvania
$265K -$2.83K -26 -1%
LSA
239
Lion Street Advisors
Texas
$264K
FCA
240
Fortis Capital Advisors
Kansas
$255K +$18.6K +171 +8%
VFG
241
V2 Financial group
Illinois
$253K
KHC
242
Koesten Hirschmann & Crabtree
Kansas
$247K
HGA
243
Hobbs Group Advisors
South Carolina
$243K +$109 +1 +0%
BRWA
244
B. Riley Wealth Advisors
Florida
$241K -$10.2K -94 -4%
CIA
245
Concurrent Investment Advisors
Florida
$241K +$228K +2,096 New
PI
246
Pachira Investments
California
$241K +$228K +2,094 New
CAS
247
Coppell Advisory Solutions
Texas
$241K +$16.2K +149 +8%
LIA
248
Lynx Investment Advisory
District of Columbia
$236K -$11.3K -104 -5%
DAS
249
Diversify Advisory Services
Utah
$236K -$24.1K -222 -10%
LGA
250
Lebenthal Global Advisors
New York
$235K

PPA Hedge Fund Activity: Q3 2024 in Review

365 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q3 2024, worth a combined $2.31B — up 39% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PPA positions and 24 closed out — a net gain of 19 holders — while 152 added to existing stakes and 86 trimmed.

The largest buyer was Bank of America, adding an estimated $366M. The largest seller was Corient Private Wealth, cutting an estimated $10.4M.

  • 365 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q3 2024, up from 349 in Q2 2024.
  • Funds reported $2.31B of Invesco Aerospace & Defense ETF stock for Q3 2024, up 39% quarter-over-quarter.
  • 43 funds opened new Invesco Aerospace & Defense ETF positions in Q3 2024 and 24 closed out, a net change of +19 holders.
  • The largest Invesco Aerospace & Defense ETF buyer in Q3 2024 was Bank of America, an estimated $366M added.
  • The largest Invesco Aerospace & Defense ETF seller in Q3 2024 was Corient Private Wealth, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2024.