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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

346 hedge funds and large institutions have $1.66B invested in Invesco Aerospace & Defense ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 149 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+25
Holders Change %
+7.79%
% of All Funds
5.03%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
46
Increased
149
Reduced
66
Closed
14
Calls
$200M
Puts
$380M
Net Calls
-$180M
Net Calls Change
+$60.9M

Top Buyers

1
LPL Financial
LPL Financial
California
$141M
2
Bank of America
Bank of America
North Carolina
$298M
3
Morgan Stanley
Morgan Stanley
New York
$178M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$10.4M
5
A
Allianz
Germany
$9.18M

Top Sellers

1
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$175K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
3
Corient Private Wealth
Corient Private Wealth
Florida
$9.99M
4
KC
Kadensa Capital
Hong Kong
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
326
City Holding Co
West Virginia
$8.52K – – –
EWM
327
Evermay Wealth Management
Virginia
$7.29K +$7.29K +71 New
AFWM
328
Abich Financial Wealth Management
Virginia
$6.88K +$6.88K +67 New
GWS
329
Glassman Wealth Services
Virginia
$6.78K – – –
HT
330
Headlands Technologies
Illinois
$6.27K +$6.27K +61 New
WWM
331
Wolff Wiese Magana
California
$6.16K – – –
IGWM
332
ICA Group Wealth Management
Colorado
$5.65K – – –
MWA
333
MFA Wealth Advisors
Pennsylvania
$5.55K +$5.55K +54 New
YDMI
334
Y.D. More Investments
Israel
$5.14K – – –
MHR
335
Matthew Hamilton Rosenberg
$5K – – –
UIA
336
Ulland Investment Advisors
Minnesota
$5K – – –
KA
337
Kozak & Associates
Colorado
$4.65K +$4.65K +45 New
OSAM
338
O'Shaughnessy Asset Management
Connecticut
$4.21K – – –
BWP
339
Baldwin Wealth Partners
Massachusetts
$4.11K +$4.11K +40 New
HWA
340
HHM Wealth Advisors
Tennessee
$3.08K – – –
OP
341
ORG Partners
Indiana
$2.04K +$2.04K +20 New
CFB
342
Cullen/Frost Bankers
Texas
$1.34K – – –
FHC
343
First Heartland Consultants
Missouri
$720 +$47 +453 +7%
CCM
344
Chilton Capital Management
Texas
$411 – – –
CP
345
Castleview Partners
Texas
$103 -$206 -2 -67%
MFA
346
Morling Financial Advisors
California
$103 – – –
BlackRock
347
BlackRock
New York
$72 – – –
Janney Montgomery Scott
348
Janney Montgomery Scott
Pennsylvania
– -$7.67M -75,466 Closed
KC
349
Kadensa Capital
Hong Kong
– -$2.81M -27,647 Closed
LNC
350
Lincoln National Corp
Pennsylvania
– -$1.22M -11,974 Closed
11 12 13
14
15