Invesco Aerospace & Defense ETF
43 hedge funds and large institutions have $133M invested in Invesco Aerospace & Defense ETF in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 5 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
21% more capital invested
Capital invested by funds: $110M → $133M (+$23.3M)
8% more funds holding
Funds holding: 40 → 43 (+3)
4.89% less ownership
Funds ownership: 45.74% → 40.84% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$8.92M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.99M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.66M |
| 4 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$1.05M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$870K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$4.82M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.12M |
| 4 |
UAS
United Asset Strategies
Garden City,
New York
|
-$575K |
| 5 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$251K |
PPA Hedge Fund Activity: Q1 2015 in Review
43 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q1 2015, worth a combined $133M — up 21% from $110M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PPA positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 10 trimmed.
The largest buyer was RiverFront Investment Group, adding an estimated $8.92M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $4.82M sold.
- 43 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q1 2015, up from 40 in Q4 2014.
- Funds reported $133M of Invesco Aerospace & Defense ETF stock for Q1 2015, up 21% quarter-over-quarter.
- 9 funds opened new Invesco Aerospace & Defense ETF positions in Q1 2015 and 5 closed out, a net change of +4 holders.
- The largest Invesco Aerospace & Defense ETF buyer in Q1 2015 was RiverFront Investment Group, an estimated $8.92M added.
- The largest Invesco Aerospace & Defense ETF seller in Q1 2015 was Fiera Capital (Canada), an estimated $4.82M sold.
Based on aggregated 13F filings for Q1 2015.