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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

361 hedge funds and large institutions have $2.31B invested in Invesco Aerospace & Defense ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 150 increasing their positions, 85 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+15
Holders Change %
+4.34%
% of All Funds
5.22%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
42
Increased
150
Reduced
85
Closed
24
Calls
$49.6M
Puts
$62.3M
Net Calls
-$12.7M
Net Calls Change
+$167M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$721M
2
UBS Group
2
UBS Group
Switzerland
$74.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$214M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.7M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$9.78M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$221K
2
A
2
Allianz
Germany
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.9M
4
MCM
4
MAI Capital Management
Ohio
$49.7M
5
STA
5
Summit Trail Advisors
New York
$61.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
226
Kovack Advisors
Florida
$303K +$17.2K +150 +6%
ZIM
227
Zacks Investment Management
Illinois
$302K +$14.6K +127 +5%
LCGC
228
Legacy Capital Group California
California
$299K -$14.3K -124 -5%
APW
229
Aurora Private Wealth
New Jersey
$297K – – –
TNA
230
True North Advisors
Texas
$293K – – –
VWA
231
Visionary Wealth Advisors
Illinois
$292K +$20.5K +178 +8%
PA
232
PFG Advisors
Arizona
$286K +$6.32K +55 +2%
Vontobel Holding
233
Vontobel Holding
Switzerland
$274K +$9.43K +82 +4%
GWM
234
Geneos Wealth Management
Colorado
$274K – – –
BNP Paribas Financial Markets
235
BNP Paribas Financial Markets
France
$265K +$1.27K +11 +0.5%
CIA
236
Compass Ion Advisors
Pennsylvania
$265K -$2.99K -26 -1%
LSA
237
Lion Street Advisors
Texas
$264K – – –
FCA
238
Fortis Capital Advisors
Kansas
$255K +$19.7K +171 +8%
VFG
239
V2 Financial group
Illinois
$253K – – –
KHC
240
Koesten Hirschmann & Crabtree
Kansas
$247K – – –
HGA
241
Hobbs Group Advisors
South Carolina
$243K +$115 +1 +0%
BRWA
242
B. Riley Wealth Advisors
Florida
$241K -$10.8K -94 -4%
CIA
243
Concurrent Investment Advisors
Florida
$241K +$241K +2,096 New
PI
244
Pachira Investments
California
$241K +$241K +2,094 New
CAS
245
Coppell Advisory Solutions
Texas
$241K +$17K +149 +8%
LIA
246
Lynx Investment Advisory
District of Columbia
$236K -$12K -104 -5%
DAS
247
Diversify Advisory Services
Utah
$236K -$26K -222 -10%
LGA
248
Lebenthal Global Advisors
New York
$235K – – –
MWM
249
Mission Wealth Management
California
$232K – – –
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
$231K -$620K -5,391 -73%
8 9
10
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