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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

346 hedge funds and large institutions have $1.66B invested in Invesco Aerospace & Defense ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 149 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+25
Holders Change %
+7.79%
% of All Funds
5.03%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
46
Increased
149
Reduced
66
Closed
14
Calls
$200M
Puts
$380M
Net Calls
-$180M
Net Calls Change
+$60.9M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$141M
2
Bank of America
2
Bank of America
North Carolina
$298M
3
Morgan Stanley
3
Morgan Stanley
New York
$178M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$10.4M
5
A
5
Allianz
Germany
$9.18M

Top Sellers

1
MTWSIF
1
Mivtachim The Workers Social Insurance Fund
Israel
$175K
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$9.99M
4
KC
4
Kadensa Capital
Hong Kong
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
26
Searcy Financial Services
Kansas
$13.5M -$176K -1,714 -1%
Truist Financial
27
Truist Financial
North Carolina
$11.6M +$961K +9,356 +9%
BHWA
28
Beacon Harbor Wealth Advisors
Virginia
$11.1M +$126K +1,229 +1%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$10.4M +$10.4M +101,379 New
Corient Private Wealth
30
Corient Private Wealth
Florida
$9.99M -$3.37M -32,763 -25%
A
31
Allianz
Germany
$9.18M +$9.18M +89,344 New
NFC
32
Northeast Financial Consultants
Connecticut
$8.6M -$6.57K -64 -0.1%
MML Investors Services
33
MML Investors Services
Massachusetts
$8.12M +$506K +4,925 +7%
PWM
34
Perigon Wealth Management
California
$8.01M +$62.8K +611 +0.8%
VWM
35
Valley Wealth Managers
New Jersey
$7.75M -$858K -8,354 -10%
PCM
36
Presidio Capital Management
California
$7.49M +$231K +2,250 +3%
BCM
37
Beck Capital Management
Texas
$7.15M +$101K +985 +1%
HBWM
38
Hollow Brook Wealth Management
New York
$6.79M +$600K +5,841 +10%
KHLMTHM
39
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.29M – – –
BPA
40
Beacon Pointe Advisors
California
$5.5M +$98.3K +957 +2%
PAG
41
Private Advisor Group
New Jersey
$5.48M +$981K +9,547 +22%
RIA
42
Regal Investment Advisors
Michigan
$5.44M +$75K +730 +1%
SPIA
43
Steward Partners Investment Advisory
New York
$5.18M +$411 +4 +0%
AAS
44
Avantax Advisory Services
Texas
$4.87M +$506K +4,927 +12%
KAS
45
Kestra Advisory Services
Texas
$4.24M +$688K +6,696 +19%
LC
46
Lindbrook Capital
California
$4.2M -$1.36M -13,269 -25%
NEPWA
47
New England Private Wealth Advisors
Massachusetts
$4.1M +$28.8K +280 +0.7%
EH
48
Equitable Holdings
New York
$4.09M -$136K -1,326 -3%
CWM
49
Castle Wealth Management
Florida
$3.74M -$159K -1,544 -4%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$3.72M +$11.9K +116 +0.3%
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