We are live on ! Find out more
PPA icon

Invesco Aerospace & Defense ETF
PPA

225 hedge funds and large institutions have $753M invested in Invesco Aerospace & Defense ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 76 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 12

153% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 30

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

61% more capital invested

Capital invested by funds: $469M → $753M (+$284M)

25% more funds holding

Funds holding: 180 → 225 (+45)

8.76% more ownership

Funds ownership: 36.43% → 45.19% (+8.8%)

57% less call options, than puts

Call options by funds: $23M | Put options by funds: $53.7M

Holders
225
Holders Change
+45
Holders Change %
+25%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
62
Increased
76
Reduced
30
Closed
12
Calls
$23M
Puts
$53.7M
Net Calls
-$30.7M
Net Calls Change
-$26.5M

Top Buyers

Rank Fund Capital Flow
1
STA
Summit Trail Advisors
New York
+$21.7M
2
Morgan Stanley
Morgan Stanley
New York
+$15.1M
3
MMA
Miracle Mile Advisors
California
+$15M
4
LPL Financial
LPL Financial
California
+$9.45M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.14M

Top Sellers

Rank Fund Capital Flow
1
CWM
Curi Wealth Management
North Carolina
-$10.2M
2
Goldman Sachs
Goldman Sachs
New York
-$964K
3
MIH
Meitav Investment House
Israel
-$868K
4
CW
Connectus Wealth
Ohio
-$696K
5
WI
Wintrust Investments
Illinois
-$641K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
Axxcess Wealth Management
California
$5.52M +$5.3M +70,375 New
PP
27
Prudential plc
United Kingdom
$5.49M +$5.27M +70,000 New
SI
28
Stephens Inc
Arkansas
$5.28M +$5.07M +67,392 New
ACM
29
AlphaStar Capital Management
North Carolina
$5.24M -$188K -2,503 -4%
NFC
30
Northeast Financial Consultants
Connecticut
$5.15M +$1.74M +23,094 +54%
HBWM
31
Hollow Brook Wealth Management
New York
$4.64M +$5.95K +79 +0.1%
RJA
32
Raymond James & Associates
Florida
$4.44M +$346K +4,601 +9%
MML Investors Services
33
MML Investors Services
Massachusetts
$4.36M +$843K +11,192 +25%
LC
34
Lindbrook Capital
California
$3.71M +$3.57M +47,369 New
CF
35
Copperwynd Financial
Arizona
$3.7M -$124K -1,645 -3%
BPA
36
Beacon Pointe Advisors
California
$3.38M +$755K +10,029 +30%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$3.35M +$608K +8,080 +23%
CAN
38
Cetera Advisor Networks
California
$3.03M +$10.2K +135 +0.4%
RAM
39
Riggs Asset Management
Pennsylvania
$2.98M +$774K +10,281 +37%
Mariner
40
Mariner
Kansas
$2.92M +$2.8M +37,216 New
NEPWA
41
New England Private Wealth Advisors
Massachusetts
$2.87M +$2.76M +36,627 New
FMP
42
Financial Management Professionals
Texas
$2.76M +$2.65M +35,183 New
PSF
43
Pacific Sun Financial
California
$2.35M -$199K -2,645 -8%
D
44
Diversified
Delaware
$2.34M -$67.7K -899 -3%
OCM
45
Orleans Capital Management
Louisiana
$2.2M +$132K +1,750 +7%
IWM
46
IHT Wealth Management
Illinois
$2.08M -$76.8K -1,020 -4%
BCM
47
Beck Capital Management
Texas
$2M +$81.1K +1,077 +4%
WA
48
Wealth Advisors
California
$1.56M +$58.3K +775 +4%
OC
49
Oppenheimer & Co
New York
$1.55M +$526K +6,988 +55%
AAS
50
Avantax Advisory Services
Texas
$1.48M +$65.6K +871 +5%
1
2
3 4 5

PPA Hedge Fund Activity: Q4 2022 in Review

225 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q4 2022, worth a combined $753M — up 61% from $469M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new PPA positions and 12 closed out — a net gain of 50 holders — while 76 added to existing stakes and 30 trimmed.

The largest buyer was Summit Trail Advisors, adding an estimated $21.7M. The largest seller was Curi Wealth Management, exiting entirely with an estimated $10.2M sold.

  • 225 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q4 2022, up from 180 in Q3 2022.
  • Funds reported $753M of Invesco Aerospace & Defense ETF stock for Q4 2022, up 61% quarter-over-quarter.
  • 62 funds opened new Invesco Aerospace & Defense ETF positions in Q4 2022 and 12 closed out, a net change of +50 holders.
  • The largest Invesco Aerospace & Defense ETF buyer in Q4 2022 was Summit Trail Advisors, an estimated $21.7M added.
  • The largest Invesco Aerospace & Defense ETF seller in Q4 2022 was Curi Wealth Management, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2022.