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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.

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 %
CWM
51
CMH Wealth Management
New Hampshire
$4.92M +$464K +4,047 +10%
KAS
52
Kestra Advisory Services
Texas
$4.67M -$663K -5,783 -12%
NEPWA
53
New England Private Wealth Advisors
Massachusetts
$4.66M +$2.18K +19 +0%
CWM
54
Castle Wealth Management
Florida
$4.46M -$258K -2,249 -5%
EH
55
Equitable Holdings
New York
$4.3M +$477K +4,155 +12%
WWM
56
WT Wealth Management
Arizona
$4.25M +$143K +1,247 +3%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$4.17M +$381K +3,322 +10%
CFGS
58
Concourse Financial Group Securities
Alabama
$4.01M +$180K +1,468 +5%
LC
59
Lindbrook Capital
California
$3.97M -$17.3K -151 -0.4%
BAM
60
Belpointe Asset Management
Nevada
$3.9M -$45.5K -401 -1%
OC
61
Oppenheimer & Co
New York
$3.7M -$98.1K -855 -3%
Citadel Advisors
62
Citadel Advisors
Florida
$3.68M +$3.35M +29,233 +1,019%
AWS
63
Atria Wealth Solutions
New York
$3.52M +$17.4K +152 +0.5%
JWCA
64
J.W. Cole Advisors
Florida
$3.29M +$361K +3,143 +12%
OCM
65
Orleans Capital Management
Louisiana
$3.28M +$9.01K +75 +0.3%
PSF
66
Pacific Sun Financial
California
$3.27M +$31.3K +273 +1%
CFD
67
Creative Financial Designs
Indiana
$3.22M -$364K -3,176 -10%
AWM
68
Apollon Wealth Management
South Carolina
$3.21M +$324K +2,821 +11%
RAM
69
Riggs Asset Management
Pennsylvania
$3.18M -$452K -3,933 -12%
WS
70
Wedbush Securities
California
$3.08M +$450K +3,927 +17%
FPGK
71
Financial Partners Group (Kansas)
Kansas
$3.02M +$605K +5,277 +25%
SPC
72
Sigma Planning Corp
Michigan
$3M +$112K +976 +4%
IAA
73
Independent Advisor Alliance
North Carolina
$2.89M +$2.89M +25,156 New
AC
74
ASB Consultores
Florida
$2.88M +$2.88M +25,063 New
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$2.84M +$978K +8,523 +53%
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3
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