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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 %
TSWM
276
Tyler-Stone Wealth Management
Ohio
$226K -$688 -6 -0.3%
NCM
277
Noesis Capital Mangement
Florida
$225K – – –
OP
278
ORG Partners
Indiana
$217K +$154K +1,342 +244%
DFA
279
Davies Financial Advisors
California
$217K -$94.1K -820 -30%
MCG
280
McCollum Christoferson Group
New York
$212K +$212K +1,850 New
MWAM
281
Manhattan West Asset Management
California
$212K -$6.77K -59 -3%
HGERS
282
Householder Group Estate & Retirement Specialist
Arizona
$211K -$211K -1,843 -50%
SAI
283
Savvy Advisors Inc
New York
$211K +$211K +1,836 New
SF
284
Summit Financial
New Jersey
$211K +$211K +1,836 New
OIA
285
OneDigital Investment Advisors
Kansas
$209K +$1.84K +16 +0.9%
GT
286
Glenmede Trust
Pennsylvania
$209K +$34.4K +300 +20%
CD
287
Chapin Davis
Maryland
$208K – – –
RRA
288
Round Rock Advisors
Connecticut
$206K – – –
ODG
289
O'Dell Group
Ohio
$200K +$459 +4 +0.2%
HNB
290
Huntington National Bank
Ohio
$199K -$188K – –
BAM
291
Bellevue Asset Management
Washington
$187K +$229 +2 +0.1%
CAL
292
Capital Analysts LLC
Pennsylvania
$173K +$132K +1,147 +321%
FFA
293
Farther Finance Advisors
California
$159K +$9.41K +82 +6%
OA
294
Operose Advisors
Wisconsin
$148K – – –
EWA
295
EP Wealth Advisors
California
$138K +$138K +1,203 New
WSFS
296
Wilmington Savings Fund Society
Delaware
$131K -$574 -5 -0.4%
WAM
297
WFA Asset Management
Wisconsin
$130K +$101K +882 +351%
SFC
298
SYM Financial Corp
Indiana
$128K -$3.44K -30 -3%
PTC
299
Private Trust Company
Ohio
$124K – – –
RIL
300
Rothschild Investment LLC
Illinois
$123K – – –
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12
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