Invesco Aerospace & Defense ETF
77 hedge funds and large institutions have $171M invested in Invesco Aerospace & Defense ETF in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 3 closing their positions.
500% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 17
22% more funds holding
Funds holding: 63 → 77 (+14)
11% more capital invested
Capital invested by funds: $154M → $171M (+$17.2M)
3% less ownership
Funds ownership: 34.95% → 31.95% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$2.03M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.74M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.61M |
| 4 |
Morgan Stanley
New York
|
+$1.6M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.93M |
| 2 |
Goldman Sachs
New York
|
-$1.26M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$518K |
| 4 |
HBWM
Hollow Brook Wealth Management
Katonah,
New York
|
-$400K |
| 5 |
UAS
United Asset Strategies
Garden City,
New York
|
-$207K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AP
76
Advisors Preferred
Rockville,
Maryland
| $197 | +$109K | +2,531 | +127% |
|
|
77
Goldman Sachs
New York
| – | -$1.26M | -30,294 | Closed |
|
78
SEI Investments
Oaks,
Pennsylvania
| – | -$10K | -242 | Closed |
|
|
AA
79
Ancora Advisors
Cleveland,
Ohio
| – | -$2K | -54 | Closed |
|
PPA Hedge Fund Activity: Q1 2017 in Review
77 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q1 2017, worth a combined $171M — up 11% from $154M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PPA positions and 3 closed out — a net gain of 15 holders — while 34 added to existing stakes and 17 trimmed.
The largest buyer was Virtu Financial, opening a new position worth an estimated $2.03M. The largest seller was Wells Fargo, cutting an estimated $1.93M.
- 77 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q1 2017, up from 63 in Q4 2016.
- Funds reported $171M of Invesco Aerospace & Defense ETF stock for Q1 2017, up 11% quarter-over-quarter.
- 18 funds opened new Invesco Aerospace & Defense ETF positions in Q1 2017 and 3 closed out, a net change of +15 holders.
- The largest Invesco Aerospace & Defense ETF buyer in Q1 2017 was Virtu Financial, an estimated $2.03M added.
- The largest Invesco Aerospace & Defense ETF seller in Q1 2017 was Wells Fargo, an estimated $1.93M sold.
Based on aggregated 13F filings for Q1 2017.