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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 %
WSFS
276
Wilmington Savings Fund Society
Delaware
$132K +$132K +1,150 New
PTC
277
Private Trust Company
Ohio
$125K -$4.48K -39 -3%
RIL
278
Rothschild Investment LLC
Illinois
$124K – – –
CA
279
CoreCap Advisors
Michigan
$118K -$23.8K -207 -17%
CLOS
280
Compagnie Lombard Odier SCmA
Switzerland
$115K – – –
US Bancorp
281
US Bancorp
Minnesota
$114K -$47.9K -417 -30%
Simplex Trading
282
Simplex Trading
Illinois
$109K +$28.9K +252 +36%
OSAM
283
O'Shaughnessy Asset Management
Connecticut
$107K +$103K +867 +2,115%
SWM
284
Spire Wealth Management
Virginia
$103K +$3.57K +31 +4%
WP
285
WealthShield Partners
North Carolina
$98.9K – – –
SIS
286
Strategic Investment Solutions
Illinois
$98.8K +$81.5K +709 +473%
EWP
287
Elevation Wealth Partners
California
$97.6K +$115 +1 +0.1%
PMFA
288
Plante Moran Financial Advisors
Michigan
$97.3K – – –
Russell Investments Group
289
Russell Investments Group
United Kingdom
$96.7K +$96.7K +841 New
ACA
290
Aptus Capital Advisors
Alabama
$91.5K +$115 +1 +0.1%
SS
291
Sunbelt Securities
Texas
$91.1K -$17.4K -151 -16%
WT
292
Whittier Trust
California
$78.2K – – –
S
293
SignatureFD
Georgia
$76.3K – – –
AF
294
Allworth Financial
California
$75.7K -$119K -1,035 -61%
JIP
295
Jaffetilchin Investment Partners
Florida
$74.4K +$74.4K +647 New
AA
296
Ancora Advisors
Ohio
$71.7K – – –
AEPWM
297
Atlantic Edge Private Wealth Management
Florida
$69K – – –
CIA
298
Cape Investment Advisory
Georgia
$65.4K +$16.9K +147 +35%
NSIM
299
North Star Investment Management
Illinois
$65K – – –
CIBC Private Wealth Group
300
CIBC Private Wealth Group
Georgia
$63.5K – – –
10 11
12
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