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Invesco Aerospace & Defense ETF

120 hedge funds and large institutions have $290M invested in Invesco Aerospace & Defense ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 28 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $849K | Put options by funds: $285K

82% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 28

2.35% more ownership

Funds ownership: 28.02%30.37% (+2.3%)

2% more capital invested

Capital invested by funds: $283M → $290M (+$6.71M)

7% less funds holding

Funds holding: 129120 (-9)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
120
Holders Change
-9
Holders Change %
-6.98%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
51
Reduced
28
Closed
23
Calls
$849K
Puts
$285K
Net Calls
+$564K
Net Calls Change
+$564K
Name Holding Trade Value Shares
Change
Change in
Stake
VF
26
Virtu Financial
New York
$1.83M +$1.89M +33,327 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.66M +$22.5K +396 +1%
WIA
28
Wealthstreet Investment Advisors
Texas
$1.5M -$10K -177 -0.6%
SPIA
29
Steward Partners Investment Advisory
New York
$1.41M +$306K +5,387 +27%
LFS
30
Legacy Financial Strategies
Kansas
$1.28M -$113 -2 -0%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.26M +$52.3K +923 +4%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.23M +$47.7K +841 +4%
DAS
33
Dynamic Advisor Solutions
Arizona
$1.2M +$73.2K +1,290 +6%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.15M -$980K -17,287 -45%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.1M +$13.9K +245 +1%
CAL
36
Capital Advisors Ltd
Ohio
$978K +$9.98K +176 +1%
Citigroup
37
Citigroup
New York
$885K +$24.3K +428 +3%
BWM
38
BigSur Wealth Management
Florida
$882K +$386K +6,800 +73%
BRWA
39
B. Riley Wealth Advisors
Florida
$832K +$96.8K +1,707 +13%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$825K +$374K +6,601 +78%
PAG
41
Private Advisor Group
New Jersey
$790K +$232K +4,085 +40%
UFF
42
USA Financial Formulas
Michigan
$777K -$33K -581 -4%
CIAS
43
Capital Investment Advisory Services
North Carolina
$775K +$800K +14,106 New
TRCT
44
Tower Research Capital (TRC)
New York
$772K +$797K +14,058 New
OC
45
Oppenheimer & Co
New York
$730K +$26.1K +461 +4%
PSF
46
Pacific Sun Financial
California
$716K +$222K +3,907 +47%
FHA
47
Flagship Harbor Advisors
Massachusetts
$710K -$10.7K -189 -1%
PP
48
Professional Planning
California
$625K +$31.9K +563 +5%
CA
49
Calton & Associates
Florida
$607K -$93.6K -1,650 -14%
CAN
50
Cetera Advisor Networks
California
$585K +$70K +1,235 +13%

PPA Hedge Fund Activity: Q2 2018 in Review

120 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q2 2018, worth a combined $290M — up 2.4% from $283M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PPA and 15 opened new positions — a net loss of 8 holders — while 28 trimmed existing stakes and 51 added.

The largest buyer was BB&T Securities, adding an estimated $10.9M. The largest seller was Q3 Asset Management, exiting entirely with an estimated $3.77M sold.

  • 120 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q2 2018, down from 129 in Q1 2018.
  • Funds reported $290M of Invesco Aerospace & Defense ETF stock for Q2 2018, up 2.4% quarter-over-quarter.
  • 15 funds opened new Invesco Aerospace & Defense ETF positions in Q2 2018 and 23 closed out, a net change of -8 holders.
  • The largest Invesco Aerospace & Defense ETF buyer in Q2 2018 was BB&T Securities, an estimated $10.9M added.
  • The largest Invesco Aerospace & Defense ETF seller in Q2 2018 was Q3 Asset Management, an estimated $3.77M sold.

Based on aggregated 13F filings for Q2 2018.