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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

386 hedge funds and large institutions have $2.36B invested in Invesco Aerospace & Defense ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 169 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+25
Holders Change %
+6.93%
% of All Funds
5.14%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
63
Increased
169
Reduced
90
Closed
26
Calls
$128M
Puts
$67.8M
Net Calls
+$60.4M
Net Calls Change
+$73.1M

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$13.7M
2
UBS Group
UBS Group
Switzerland
$86.4M
3
Morgan Stanley
Morgan Stanley
New York
$222M
4
AWA
Adapt Wealth Advisors
Georgia
$7.19M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$11.6M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$480K
2
Bank of America
Bank of America
North Carolina
$696M
3
DCM
DME Capital Management
New York
$0
4
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
5
MCM
MAI Capital Management
Ohio
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
226
Spire Wealth Management
Virginia
$366K +$263K +2,293 +256%
SMC
227
Smith, Moore & Co
Missouri
$348K +$803 +7 +0.2%
CVA
228
Central Valley Advisors
California
$347K – – –
VBCG
229
Valley Brook Capital Group
Pennsylvania
$341K +$22.4K +195 +7%
PI
230
Pachira Investments
California
$336K +$95.6K +832 +40%
AI
231
Atria Investments
North Carolina
$333K -$3.21K -28 -1%
LWM
232
LongView Wealth Management
Georgia
$329K +$329K +2,870 New
KA
233
Kovack Advisors
Florida
$328K +$25.6K +223 +8%
RZH
234
Relyea Zuckerberg Hanson
Connecticut
$325K -$170K -1,480 -34%
NRI
235
NFP Retirement Inc
California
$325K +$803 +7 +0.2%
LI
236
LVZ Inc
Michigan
$306K – – –
LSA
237
Lion Street Advisors
Texas
$305K +$41.3K +360 +16%
PA
238
PFG Advisors
Arizona
$302K +$16.5K +144 +6%
GWM
239
Geneos Wealth Management
Colorado
$299K +$26.2K +228 +10%
SW
240
SteelPeak Wealth
California
$299K +$299K +2,605 New
CF
241
Centaurus Financial
California
$296K -$21.8K -190 -7%
EE
242
EWG Elevate
California
$296K +$296K +2,577 New
TNA
243
True North Advisors
Texas
$292K – – –
VWA
244
Visionary Wealth Advisors
Illinois
$292K – – –
IA
245
IAM Advisory
Pennsylvania
$288K -$48.2K -420 -14%
CAS
246
Coppell Advisory Solutions
Texas
$288K +$45.9K +399 +19%
HFS
247
Howard Financial Services
Texas
$286K +$286K +2,490 New
EWA
248
Exencial Wealth Advisors
Oklahoma
$284K +$284K +2,472 New
AAS
249
Avantax Advisory Services
Texas
$281K -$170K -1,481 -38%
BW
250
BIP Wealth
Georgia
$274K +$274K +2,391 New
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10
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