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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 %
WWM
51
WT Wealth Management
Arizona
$3.64M -$206K -2,006 -5%
BAM
52
Belpointe Asset Management
Nevada
$3.41M +$1.88M +18,345 +123%
CFGS
53
Concourse Financial Group Securities
Alabama
$3.38M -$71.7K -698 -2%
CFD
54
Creative Financial Designs
Indiana
$3.38M +$87.5K +852 +3%
GVAG
55
Great Valley Advisor Group
Delaware
$3.36M +$1.37M +13,308 +68%
RAM
56
Riggs Asset Management
Pennsylvania
$3.28M -$22.9K -223 -0.7%
AWS
57
Atria Wealth Solutions
New York
$3.21M +$224K +2,185 +8%
OC
58
Oppenheimer & Co
New York
$3.2M +$127K +1,235 +4%
AAS
59
Ameritas Advisory Services
Nebraska
$2.95M +$336K +3,270 +13%
PSF
60
Pacific Sun Financial
California
$2.95M -$32.4K -315 -1%
OCM
61
Orleans Capital Management
Louisiana
$2.85M -$90.4K -880 -3%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$2.71M +$2.27M +22,132 +519%
JWCA
63
J.W. Cole Advisors
Florida
$2.66M +$43.1K +420 +2%
IWM
64
IHT Wealth Management
Illinois
$2.62M -$119K -1,160 -4%
D
65
Diversified
Delaware
$2.59M -$15.1K -147 -0.6%
SSCM
66
Spectrum Strategic Capital Management
Oregon
$2.54M +$76.3K +743 +3%
AWM
67
Apollon Wealth Management
South Carolina
$2.5M +$2.5M +24,380 New
SPC
68
Sigma Planning Corp
Michigan
$2.39M -$224K -2,183 -9%
SWA
69
Stratos Wealth Advisors
Ohio
$2.21M -$11.7K -114 -0.5%
CAM
70
Cresset Asset Management
Illinois
$2.2M +$416K +4,052 +23%
PP
71
Prudential plc
United Kingdom
$2.05M +$2.05M +20,000 New
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$1.95M -$829K -8,067 -30%
TCWM
73
Total Clarity Wealth Management
Illinois
$1.88M +$1.27M +12,393 +209%
KDA
74
Kraft Davis & Associates
Missouri
$1.8M +$271K +2,513 +18%
SEA
75
Stegent Equity Advisors
Texas
$1.77M +$115K +1,117 +7%
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3
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