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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
+$12.7M
2
UBS Group
UBS Group
Switzerland
+$11.7M
3
Morgan Stanley
Morgan Stanley
New York
+$8.87M
4
AWA
Adapt Wealth Advisors
Georgia
+$7.19M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.87M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$31.4M
2
Bank of America
Bank of America
North Carolina
-$23.7M
3
DCM
DME Capital Management
New York
-$21M
4
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$12.4M
5
MCM
MAI Capital Management
Ohio
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
376
LRI Investments
Florida
$5.74K +$5.74K +50 New
MHR
377
Matthew Hamilton Rosenberg
$5.62K – – –
Fifth Third Bancorp
378
Fifth Third Bancorp
Ohio
$5.05K +$5.05K +44 New
HWA
379
HHM Wealth Advisors
Tennessee
$3.67K +$230 +2 +7%
CTC
380
Central Trust Company
Missouri
$2.53K +$2.53K +22 New
CA
381
Crewe Advisors
Utah
$2.3K -$3.44K -30 -60%
T
382
Transce3nd
Texas
$1.95K +$1.95K +17 New
BC
383
Barrett & Company
Rhode Island
$1.49K +$1.49K +13 New
DSC
384
Duncker Streett & Co
Missouri
$1.03K +$1.03K +9 New
Franklin Resources
385
Franklin Resources
California
$918 +$344 +3 +60%
NS
386
NBC Securities
Alabama
$762 -$679K -5,344 -100%
AF
387
Advisornet Financial
Minnesota
$574 – – –
KA
388
Kozak & Associates
Colorado
$6 -$6 – –
DCM
389
DME Capital Management
New York
– -$21M -182,511 Closed
BHWA
390
Beacon Harbor Wealth Advisors
Virginia
– -$12.4M -108,068 Closed
Mirae Asset Global Investments
391
Mirae Asset Global Investments
South Korea
– -$9.26M -80,973 Closed
TCG
392
Transcendent Capital Group
Oklahoma
– -$3.43M -29,866 Closed
RIA
393
Regal Investment Advisors
Michigan
– -$2.34M -20,340 Closed
PCM
394
Prelude Capital Management
New York
– -$1.31M -11,430 Closed
UBS AM
395
UBS AM
Illinois
– -$1.26M -11,000 Closed
NCFG
396
New Century Financial Group
New Jersey
– -$1.15M -10,010 Closed
PI
397
PFG Investments
New York
– -$659K -5,730 Closed
CSPIA
398
Cary Street Partners Investment Advisory
Virginia
– -$543K -4,725 Closed
WC
399
Weil Company
California
– -$442K -3,847 Closed
ZIM
400
Zacks Investment Management
Illinois
– -$302K -2,627 Closed
13 14 15
16
17