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Invesco Aerospace & Defense ETF
PPA

349 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, 150 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

121% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 68

8% more funds holding

Funds holding: 323 → 349 (+26)

5% more capital invested

Capital invested by funds: $1.58B → $1.66B (+$83M)

0.3% more ownership

Funds ownership: 50.07% → 50.37% (+0.3%)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

47% less call options, than puts

Call options by funds: $200M | Put options by funds: $380M

Holders
349
Holders Change
+26
Holders Change %
+8.05%
% of All Funds
5.04%
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
150
Reduced
68
Closed
14
Calls
$200M
Puts
$380M
Net Calls
-$180M
Net Calls Change
+$60.9M

Top Buyers

1
LPL Financial
LPL Financial
California
+$19M
2
Bank of America
Bank of America
North Carolina
+$14.3M
3
Morgan Stanley
Morgan Stanley
New York
+$12.6M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$10.4M
5
A
Allianz
Germany
+$9.16M

Top Sellers

1
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
-$17.4M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$7.67M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$3.36M
4
KC
Kadensa Capital
Hong Kong
-$2.81M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
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 -$71.6K -698 -2%
CFD
54
Creative Financial Designs
Indiana
$3.38M +$87.4K +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%
NFG
57
Norris Financial Group
South Carolina
$3.28M -$406K -3,958 -11%
AWS
58
Atria Wealth Solutions
New York
$3.21M +$224K +2,185 +8%
OC
59
Oppenheimer & Co
New York
$3.2M +$127K +1,235 +4%
AAS
60
Ameritas Advisory Services
Nebraska
$2.95M +$335K +3,270 +13%
PSF
61
Pacific Sun Financial
California
$2.95M -$32.3K -315 -1%
OCM
62
Orleans Capital Management
Louisiana
$2.85M -$90.3K -880 -3%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$2.71M +$2.27M +22,132 +519%
JWCA
64
J.W. Cole Advisors
Florida
$2.66M +$43.1K +420 +2%
IWM
65
IHT Wealth Management
Illinois
$2.62M -$119K -1,160 -4%
D
66
Diversified
Delaware
$2.59M -$15.1K -147 -0.6%
SSCM
67
Spectrum Strategic Capital Management
Oregon
$2.54M +$76.2K +743 +3%
AWM
68
Apollon Wealth Management
South Carolina
$2.5M +$2.5M +24,380 New
SPC
69
Sigma Planning Corp
Michigan
$2.39M -$224K -2,183 -9%
SWA
70
Stratos Wealth Advisors
Ohio
$2.21M -$11.7K -114 -0.5%
CAM
71
Cresset Asset Management
Illinois
$2.2M +$416K +4,052 +23%
PP
72
Prudential plc
United Kingdom
$2.05M +$2.05M +20,000 New
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$1.95M -$827K -8,067 -30%
TCWM
74
Total Clarity Wealth Management
Illinois
$1.88M +$1.27M +12,393 +209%
KDA
75
Kraft Davis & Associates
Missouri
$1.8M +$258K +2,513 +18%
1 2
3
4 5

PPA Hedge Fund Activity: Q2 2024 in Review

349 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q2 2024, worth a combined $1.66B — up 5.3% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PPA positions and 14 closed out — a net gain of 32 holders — while 150 added to existing stakes and 68 trimmed.

The largest buyer was LPL Financial, adding an estimated $19M. The largest seller was Mivtachim The Workers Social Insurance Fund, cutting an estimated $17.4M.

  • 349 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q2 2024, up from 323 in Q1 2024.
  • Funds reported $1.66B of Invesco Aerospace & Defense ETF stock for Q2 2024, up 5.3% quarter-over-quarter.
  • 46 funds opened new Invesco Aerospace & Defense ETF positions in Q2 2024 and 14 closed out, a net change of +32 holders.
  • The largest Invesco Aerospace & Defense ETF buyer in Q2 2024 was LPL Financial, an estimated $19M added.
  • The largest Invesco Aerospace & Defense ETF seller in Q2 2024 was Mivtachim The Workers Social Insurance Fund, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2024.