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Invesco Aerospace & Defense ETF

285 hedge funds and large institutions have $1.53B invested in Invesco Aerospace & Defense ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 124 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 15

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

110% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 59

58% more capital invested

Capital invested by funds: $965M → $1.53B (+$563M)

19% more funds holding

Funds holding: 240285 (+45)

6.81% more ownership

Funds ownership: 50.09%56.9% (+6.8%)

2% more call options, than puts

Call options by funds: $286M | Put options by funds: $280M

Holders
285
Holders Change
+45
Holders Change %
+18.75%
% of All Funds
4.16%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.15%
New
62
Increased
124
Reduced
59
Closed
15
Calls
$286M
Puts
$280M
Net Calls
+$5.43M
Net Calls Change
+$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
251
Adirondack Trust Company
New York
$23K +$20.1K +235 New
QCG
252
Quadrant Capital Group
Ohio
$19.7K
AAMA
253
Advanced Asset Management Advisors
Ohio
$18.6K
BCM
254
Bourgeon Capital Management
Connecticut
$18.4K
FCAS
255
First Command Advisory Services
Texas
$17.3K
FCA
256
FinTrust Capital Advisors
South Carolina
$17.1K
MFA
257
McClarren Financial Advisors
Pennsylvania
$16K +$171 +2 +1%
WT
258
Whittier Trust
California
$12.9K
GWS
259
Glassman Wealth Services
Virginia
$12.3K
RFG
260
REAP Financial Group
Texas
$11.7K +$10.9K +127 New
S
261
Syntrinsic
Colorado
$11.5K
MSWM
262
McGlone Suttner Wealth Management
Wisconsin
$11.5K +$10.7K +125 New
TVAMP
263
Tennessee Valley Asset Management Partners
Tennessee
$11.3K +$10.5K +123 New
HGERS
264
Householder Group Estate & Retirement Specialist
Arizona
$10K +$2.14K +25 +29%
LFG
265
Larson Financial Group
Missouri
$9.86K
SC
266
SouthState Corp
Florida
$9.68K
JFG
267
JDM Financial Group
Texas
$9.33K
NECFA
268
New England Capital Financial Advisors
Connecticut
$9.32K
HI
269
Hoey Investments
Pennsylvania
$9.29K
PA
270
PSI Advisors
Florida
$9.28K +$86 +1 +1%
FWM
271
FSA Wealth Management
Massachusetts
$9K +$8.55K +100 New
GPFA
272
Game Plan Financial Advisors
Ohio
$8.57K +$7.95K +93 New
IHWM
273
Iron Horse Wealth Management
Iowa
$6.54K
NFA
274
Northwest Financial Advisors
Virginia
$6.08K +$5.64K +66 New
FDCDDQ
275
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.53K

PPA Hedge Fund Activity: Q4 2023 in Review

285 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q4 2023, worth a combined $1.53B — up 58% from $965M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new PPA positions and 15 closed out — a net gain of 47 holders — while 124 added to existing stakes and 59 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $130M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.18M.

  • 285 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q4 2023, up from 240 in Q3 2023.
  • Funds reported $1.53B of Invesco Aerospace & Defense ETF stock for Q4 2023, up 58% quarter-over-quarter.
  • 62 funds opened new Invesco Aerospace & Defense ETF positions in Q4 2023 and 15 closed out, a net change of +47 holders.
  • The largest Invesco Aerospace & Defense ETF buyer in Q4 2023 was Morgan Stanley, an estimated $130M added.
  • The largest Invesco Aerospace & Defense ETF seller in Q4 2023 was Commonwealth Equity Services, an estimated $6.18M sold.

Based on aggregated 13F filings for Q4 2023.