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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

321 hedge funds and large institutions have $1.58B invested in Invesco Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 120 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+37
Holders Change %
+13.03%
% of All Funds
4.65%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
67
Increased
120
Reduced
71
Closed
25
Calls
$115M
Puts
$356M
Net Calls
-$241M
Net Calls Change
-$246M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$281M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$22.9M
3
LPL Financial
LPL Financial
California
$121M
4
UBS Group
UBS Group
Switzerland
$32.8M
5
CA
Cetera Advisors
Colorado
$9.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$164M
2
PS
Portfolio Strategies
New York
$0
3
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$17.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
$13.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
26
Searcy Financial Services
Kansas
$13.5M -$159K -1,563 -1%
Corient Private Wealth
27
Corient Private Wealth
Florida
$13.2M -$8.57M -84,396 -39%
CAN
28
Cetera Advisor Networks
California
$12.3M +$712K +7,005 +6%
National Bank of Canada
29
National Bank of Canada
Quebec, Canada
$11.5M -$659K -6,287 -5%
BHWA
30
Beacon Harbor Wealth Advisors
Virginia
$10.8M +$227K +2,235 +2%
Truist Financial
31
Truist Financial
North Carolina
$10.5M -$2.38M -23,411 -18%
CW
32
Connectus Wealth
Ohio
$10.3M +$671K +6,605 +7%
CA
33
Cetera Advisors
Colorado
$9.5M +$6.8M +66,907 +251%
NFC
34
Northeast Financial Consultants
Connecticut
$8.51M +$74.1K +730 +0.9%
VWM
35
Valley Wealth Managers
New Jersey
$8.51M -$6.47M -63,682 -43%
PWM
36
Perigon Wealth Management
California
$7.86M +$5.65M +55,628 +255%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$7.67M -$86.4K -851 -1%
MML Investors Services
38
MML Investors Services
Massachusetts
$7.53M +$815K +8,021 +12%
PCM
39
Presidio Capital Management
California
$7.18M +$544K +5,358 +8%
BCM
40
Beck Capital Management
Texas
$6.97M +$26.9K +265 +0.4%
KHLMTHM
41
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.21M – – –
HBWM
42
Hollow Brook Wealth Management
New York
$6.12M -$142K -1,401 -2%
LC
43
Lindbrook Capital
California
$5.5M -$35.5K -350 -0.6%
BPA
44
Beacon Pointe Advisors
California
$5.34M -$392K -3,859 -7%
RIA
45
Regal Investment Advisors
Michigan
$5.31M +$469K +4,619 +10%
SPIA
46
Steward Partners Investment Advisory
New York
$5.12M +$1.01M +9,929 +25%
QWM
47
Quaker Wealth Management
New Jersey
$4.95M +$109K +1,078 +2%
PAG
48
Private Advisor Group
New Jersey
$4.45M +$363K +3,574 +9%
AAS
49
Avantax Advisory Services
Texas
$4.31M +$459K +4,515 +12%
EH
50
Equitable Holdings
New York
$4.18M +$564K +5,557 +16%
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