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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

321 hedge funds and large institutions have $1.58B invested in Invesco Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 120 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+37
Holders Change %
+13.03%
% of All Funds
4.65%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
67
Increased
120
Reduced
71
Closed
25
Calls
$115M
Puts
$356M
Net Calls
-$241M
Net Calls Change
-$246M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$281M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$22.9M
3
LPL Financial
LPL Financial
California
$121M
4
UBS Group
UBS Group
Switzerland
$32.8M
5
CA
Cetera Advisors
Colorado
$9.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$164M
2
PS
Portfolio Strategies
New York
$0
3
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$17.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
$13.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
301
JDM Financial Group
Texas
$10.3K – – –
NECFA
302
New England Capital Financial Advisors
Connecticut
$10.3K – – –
EW
303
Element Wealth
Mississippi
$10.3K +$10.3K +101 New
PA
304
PSI Advisors
Florida
$10.2K – – –
HI
305
Hoey Investments
Pennsylvania
$10.2K – – –
FWM
306
FSA Wealth Management
Massachusetts
$10.2K – – –
GIA
307
GHP Investment Advisors
Colorado
$10.2K +$10.2K +100 New
GPFA
308
Game Plan Financial Advisors
Ohio
$9.45K – – –
CHC
309
City Holding Co
West Virginia
$8.43K +$8.43K +83 New
GWS
310
Glassman Wealth Services
Virginia
$6.7K -$6.81K -67 -50%
WWM
311
Wolff Wiese Magana
California
$6.1K – – –
IGWM
312
ICA Group Wealth Management
Colorado
$5.59K – – –
YDMI
313
Y.D. More Investments
Israel
$5.08K – – –
UIA
314
Ulland Investment Advisors
Minnesota
$5K +$5K +49 New
MHR
315
Matthew Hamilton Rosenberg
$4.93K +$4.93K +49 New
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$4.14K – – –
HWA
317
HHM Wealth Advisors
Tennessee
$3.05K +$3.05K +30 New
CFB
318
Cullen/Frost Bankers
Texas
$1.32K – – –
CCM
319
Chilton Capital Management
Texas
$407 +$407 +4 New
CP
320
Castleview Partners
Texas
$305 – – –
MFA
321
Morling Financial Advisors
California
$102 +$102 +1 New
BlackRock
322
BlackRock
New York
$71 +$71 +1 New
GI
323
Gradient Investments
Minnesota
$29 -$26 – –
PS
324
Portfolio Strategies
New York
– -$30.3M -329,550 Closed
4WM
325
4J Wealth Management
Virginia
– -$1.71M -18,561 Closed
10 11 12
13
14