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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

386 hedge funds and large institutions have $2.36B invested in Invesco Aerospace & Defense ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 169 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+25
Holders Change %
+6.93%
% of All Funds
5.14%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
63
Increased
169
Reduced
90
Closed
26
Calls
$128M
Puts
$67.8M
Net Calls
+$60.4M
Net Calls Change
+$73.1M

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$13.7M
2
UBS Group
2
UBS Group
Switzerland
$86.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$222M
4
AWA
4
Adapt Wealth Advisors
Georgia
$7.19M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$11.6M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$480K
2
Bank of America
2
Bank of America
North Carolina
$696M
3
DCM
3
DME Capital Management
New York
$0
4
BHWA
4
Beacon Harbor Wealth Advisors
Virginia
$0
5
MCM
5
MAI Capital Management
Ohio
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$11.9M -$673K -5,869 -5%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$11.6M +$6.87M +59,867 +146%
VWM
28
Valley Wealth Managers
New Jersey
$10.7M +$1.17M +10,193 +12%
MML Investors Services
29
MML Investors Services
Massachusetts
$10.6M +$833K +7,259 +9%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$10.5M +$763K +6,648 +8%
IMC
31
Investment Management Corporation
Virginia
$10.3M +$10.3M +89,351 New
PCM
32
Presidio Capital Management
California
$9.9M +$1.27M +11,043 +15%
NFC
33
Northeast Financial Consultants
Connecticut
$9.61M +$5.05K +44 +0.1%
PAG
34
Private Advisor Group
New Jersey
$9.29M +$1.6M +13,984 +21%
PWM
35
Perigon Wealth Management
California
$9.2M -$24.9K -210 -0.3%
HBWM
36
Hollow Brook Wealth Management
New York
$8M -$156K -1,358 -2%
IA
37
Intellus Advisors
Florida
$7.58M +$7.58M +66,090 New
AWA
38
Adapt Wealth Advisors
Georgia
$7.19M +$7.19M +62,668 New
BCM
39
Beck Capital Management
Texas
$7.05M -$985K -8,587 -12%
KHLMTHM
40
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.01M – – –
PWP
41
Prasad Wealth Partners
Ohio
$6.83M +$6.83M +59,514 New
PCM
42
Permanent Capital Management
Illinois
$6.67M +$6.67M +58,131 New
Corient Private Wealth
43
Corient Private Wealth
Florida
$6.59M +$6.37M +55,533 +2,892%
BPA
44
Beacon Pointe Advisors
California
$6.37M -$428K -3,730 -6%
UWP
45
Uniting Wealth Partners
Kansas
$6.35M +$6.35M +55,373 New
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$6M +$5.74M +50,000 +2,167%
SPIA
47
Steward Partners Investment Advisory
New York
$5.9M +$218K +1,899 +4%
PCG
48
Prosperity Consulting Group
Maryland
$5.83M +$635K +5,532 +12%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$5.48M +$1.62M +14,135 +42%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$4.93M +$2.24M +19,547 +83%
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