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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

361 hedge funds and large institutions have $2.31B invested in Invesco Aerospace & Defense ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 150 increasing their positions, 85 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+15
Holders Change %
+4.34%
% of All Funds
5.22%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
42
Increased
150
Reduced
85
Closed
24
Calls
$49.6M
Puts
$62.3M
Net Calls
-$12.7M
Net Calls Change
+$167M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$721M
2
UBS Group
2
UBS Group
Switzerland
$74.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$214M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.7M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$9.78M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$221K
2
A
2
Allianz
Germany
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.9M
4
MCM
4
MAI Capital Management
Ohio
$49.7M
5
STA
5
Summit Trail Advisors
New York
$61.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$2.37M -$3.49M -60,347 -60%
FHA
77
Flagship Harbor Advisors
Massachusetts
$2.36M +$2.36M +20,504 New
RIA
78
Regal Investment Advisors
Michigan
$2.34M -$3.75M -32,652 -62%
QWM
79
Quadcap Wealth Management
Texas
$2.25M +$1.04M +9,048 +86%
TCWM
80
Total Clarity Wealth Management
Illinois
$2.23M +$126K +1,094 +6%
WI
81
Wintrust Investments
Illinois
$2.23M -$311K -1,080 -12%
FAIM
82
Financial Advocates Investment Management
Washington
$2.21M +$615K +6,277 +39%
DC
83
Davenport & Co
Virginia
$2.09M +$104K +903 +5%
William Blair & Company
84
William Blair & Company
Illinois
$2.04M +$885K +7,697 +77%
WA
85
Wambolt & Associates
Colorado
$1.99M +$81.4K +702 +4%
KDA
86
Kraft Davis & Associates
Missouri
$1.95M +$44.9K +394 +2%
SF
87
Synovus Financial
Georgia
$1.9M +$195K +1,700 +11%
EIP
88
Ellis Investment Partners
Pennsylvania
$1.89M +$69.8K +607 +4%
CAL
89
Capital Advisors Ltd
Ohio
$1.87M +$411K +3,573 +28%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$1.86M +$869K +7,555 +87%
NP
91
Nilsine Partners
Colorado
$1.82M +$27K +235 +2%
Creative Planning
92
Creative Planning
Kansas
$1.79M +$1.35M +11,755 +305%
PS
93
Principal Securities
Iowa
$1.76M -$30.7K -267 -2%
GWANC
94
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.73M +$32.9K +286 +2%
AAS
95
Ameritas Advisory Services
Nebraska
$1.7M -$1.6M -13,913 -48%
AIFAIM
96
American Institute for Advanced Investment Management
Arizona
$1.66M +$237K +2,060 +17%
QCM
97
Quantinno Capital Management
New York
$1.64M +$1.04M +9,020 +172%
TWC
98
TD Waterhouse Canada
Ontario, Canada
$1.63M +$104K +899 +7%
CIBC World Market
99
CIBC World Market
Ontario, Canada
$1.63M +$92.4K +804 +6%
EWA
100
Evolution Wealth Advisors
Florida
$1.56M – – –
2 3
4
5 6