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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

361 hedge funds and large institutions have $2.31B invested in Invesco Aerospace & Defense ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 150 increasing their positions, 85 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+15
Holders Change %
+4.34%
% of All Funds
5.22%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
42
Increased
150
Reduced
85
Closed
24
Calls
$49.6M
Puts
$62.3M
Net Calls
-$12.7M
Net Calls Change
+$167M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$721M
2
UBS Group
2
UBS Group
Switzerland
$74.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$214M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.7M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$9.78M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$221K
2
A
2
Allianz
Germany
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.9M
4
MCM
4
MAI Capital Management
Ohio
$49.7M
5
STA
5
Summit Trail Advisors
New York
$61.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
26
Searcy Financial Services
Kansas
$15.1M -$15.5K -135 -0.1%
Truist Financial
27
Truist Financial
North Carolina
$12.6M -$393K -3,421 -3%
BHWA
28
Beacon Harbor Wealth Advisors
Virginia
$12.4M +$46.3K +403 +0.4%
MML Investors Services
29
MML Investors Services
Massachusetts
$9.78M +$693K +6,031 +8%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$9.78M +$9.78M +85,019 New
NFC
31
Northeast Financial Consultants
Connecticut
$9.63M – – –
VWM
32
Valley Wealth Managers
New Jersey
$9.51M +$835K +7,264 +10%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$9.26M +$9.26M +80,973 New
PWM
34
Perigon Wealth Management
California
$8.94M -$34K -296 -0.4%
PCM
35
Presidio Capital Management
California
$8.65M +$262K +2,280 +3%
HBWM
36
Hollow Brook Wealth Management
New York
$8.17M +$576K +5,013 +8%
BCM
37
Beck Capital Management
Texas
$8.05M +$52.5K +457 +0.7%
PAG
38
Private Advisor Group
New Jersey
$7.7M +$1.57M +13,640 +26%
KHLMTHM
39
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.03M – – –
BPA
40
Beacon Pointe Advisors
California
$6.81M +$660K +5,739 +11%
QWM
41
Quaker Wealth Management
New Jersey
$5.87M +$5.87M +51,052 New
SPIA
42
Steward Partners Investment Advisory
New York
$5.7M -$99.8K -868 -2%
KAS
43
Kestra Advisory Services
Texas
$5.35M +$597K +5,190 +13%
PCG
44
Prosperity Consulting Group
Maryland
$5.21M +$5.21M +45,281 New
CWM
45
Castle Wealth Management
Florida
$4.73M +$543K +4,720 +13%
NEPWA
46
New England Private Wealth Advisors
Massachusetts
$4.67M +$77.8K +677 +2%
CWM
47
CMH Wealth Management
New Hampshire
$4.47M +$4.47M +38,847 New
WWM
48
WT Wealth Management
Arizona
$4.27M +$48.1K +403 +1%
BAM
49
Belpointe Asset Management
Nevada
$4M +$181K +1,572 +5%
LC
50
Lindbrook Capital
California
$4M -$701K -6,093 -15%
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