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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 %
CFP
251
Curran Financial Partners
South Carolina
$270K +$270K +2,351 New
APW
252
Aurora Private Wealth
New Jersey
$269K -$27.3K -238 -9%
UAS
253
United Asset Strategies
New York
$261K -$200K -1,746 -43%
BCA
254
Bay Colony Advisors
Massachusetts
$257K +$257K +2,241 New
HIC
255
Holderness Investments Company
North Carolina
$257K +$257K +2,238 New
VFG
256
V2 Financial group
Illinois
$252K – – –
FCA
257
Fortis Capital Advisors
Kansas
$249K -$3.52K -31 -1%
KHC
258
Koesten Hirschmann & Crabtree
Kansas
$246K – – –
KPWS
259
Kestra Private Wealth Services
Texas
$246K +$17.7K +154 +8%
HGA
260
Hobbs Group Advisors
South Carolina
$243K +$115 +1 +0%
CIA
261
Compass Ion Advisors
Pennsylvania
$241K -$23.9K -208 -9%
DWM
262
Diversify Wealth Management
Utah
$239K +$239K +2,085 New
HAS
263
HBW Advisory Services
California
$237K +$237K +2,067 New
LIA
264
Lynx Investment Advisory
District of Columbia
$236K +$574 +5 +0.2%
LCGC
265
Legacy Capital Group California
California
$234K -$64.2K -560 -22%
LGA
266
Lebenthal Global Advisors
New York
$234K – – –
SFS
267
Sharp Financial Services
Pennsylvania
$233K +$24.9K +217 +12%
PPP
268
Private Portfolio Partners
New Jersey
$232K +$232K +2,020 New
MWM
269
Mission Wealth Management
California
$231K – – –
DAS
270
Diversify Advisory Services
Utah
$230K – – –
HCC
271
Hirtle Callaghan & Co
Pennsylvania
$230K +$230K +2,001 New
PCWA
272
Pacific Capital Wealth Advisors
California
$229K – – –
LA
273
Legacy Advisors
Pennsylvania
$229K +$229K +2,000 New
Vontobel Holding
274
Vontobel Holding
Switzerland
$228K -$46K -401 -17%
HIA
275
Harbor Investment Advisory
Maryland
$227K – – –
9 10
11
12 13