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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 %
MFA
351
McClarren Financial Advisors
Pennsylvania
$20K – – –
EAM
352
Eukles Asset Management
Ohio
$15.6K – – –
Q1WB
353
Quest 10 Wealth Builders
Virginia
$15.5K +$15.5K +135 New
RFG
354
REAP Financial Group
Texas
$14.6K – – –
PA
355
PSI Advisors
Florida
$14.3K +$1.83K +16 +15%
CHC
356
City Holding Co
West Virginia
$12.4K – – –
LFG
357
Larson Financial Group
Missouri
$12.4K +$114 +1 +0.9%
FS
358
Financially Speaking
Colorado
$12.2K +$12.2K +106 New
NECFA
359
New England Capital Financial Advisors
Connecticut
$11.7K +$114 +1 +1%
EW
360
Element Wealth
Mississippi
$11.6K – – –
JFG
361
JDM Financial Group
Texas
$11.6K – – –
HI
362
Hoey Investments
Pennsylvania
$11.6K – – –
BCMLT
363
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.5K -$36.4K -316 -76%
FWM
364
FSA Wealth Management
Massachusetts
$11.5K – – –
GIA
365
GHP Investment Advisors
Colorado
$11.5K – – –
TCOV
366
Trust Company of Vermont
Vermont
$11.5K – – –
BTI
367
Blue Trust Inc
Georgia
$11.5K +$11.5K +100 New
RDFA
368
Ritter Daniher Financial Advisory
Ohio
$9.88K – – –
WWM
369
Wolff Wiese Magana
California
$8.61K +$1.72K +15 +25%
HR
370
Howe & Rusling
New York
$8.49K -$18.7K -163 -69%
EWM
371
Evermay Wealth Management
Virginia
$8.15K – – –
NP
372
NorthRock Partners
Minnesota
$6.66K +$6.43K +56 +2,800%
PSFG
373
Park Square Financial Group
Georgia
$6.2K +$6.2K +54 New
GWS
374
Glassman Wealth Services
Virginia
$5.83K +$5.83K +51 New
YDMI
375
Y.D. More Investments
Israel
$5.74K – – –
13 14
15
16 17