PPA icon

Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

239 hedge funds and large institutions have $964M invested in Invesco Aerospace & Defense ETF in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 69 reducing their positions, and 19 closing their positions.

Holders
239
Holders Change
+7
Holders Change %
+3.02%
% of All Funds
3.81%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
30
Increased
86
Reduced
69
Closed
19
Calls
$331M
Puts
$358M
Net Calls
-$27M
Net Calls Change
-$111M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$162M
2
CAAS
2
Capital Asset Advisory Services
Michigan
$14.5M
3
AWM
3
Axxcess Wealth Management
California
$18.3M
4
VWM
4
Valley Wealth Managers
New Jersey
$5.92M
5
LPL Financial
5
LPL Financial
California
$81.5M

Top Sellers

1
AWM
1
Activest Wealth Management
Florida
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$15M
3
MIH
3
Meitav Investment House
Israel
$25M
4
Wells Fargo
4
Wells Fargo
California
$28.3M
5
MMH
5
Menora Mivtachim Holdings
Israel
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
101
Perigon Wealth Management
California
$566K +$3.43K +43 +0.6%
TWC
102
TD Waterhouse Canada
Ontario, Canada
$561K – – –
PPWM
103
Paragon Private Wealth Management
Kentucky
$552K – – –
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$550K +$8.46K +106 +2%
HI
105
Harbour Investments
Wisconsin
$547K -$18.4K -230 -3%
AIFAIM
106
American Institute for Advanced Investment Management
Arizona
$525K +$75.3K +869 +17%
FPGK
107
Financial Partners Group (Kansas)
Kansas
$517K +$517K +6,165 New
FFN
108
Focus Financial Network
Minnesota
$500K +$479 +6 +0.1%
MC
109
Moors & Cabot
Massachusetts
$468K +$185K +2,322 +66%
FHC
110
First Heartland Consultants
Missouri
$449K +$89.6K +1,124 +25%
PJSIMP
111
P.J. Schmidt Investment Management (PJS)
Wisconsin
$446K +$37.6K +462 +9%
EM
112
ELCO Management
New York
$443K – – –
M&T Bank
113
M&T Bank
New York
$439K – – –
ASN
114
Advisory Services Network
Georgia
$433K -$23.9K -300 -5%
SF
115
Synovus Financial
Georgia
$423K +$90.5K +1,133 +27%
AL
116
Aspiriant LLC
California
$408K – – –
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$407K +$110K +1,375 +37%
Goldman Sachs
118
Goldman Sachs
New York
$407K +$407K +5,094 New
SB
119
Strategic Blueprint
Georgia
$404K +$21.1K +265 +6%
Citigroup
120
Citigroup
New York
$403K +$138K +1,725 +52%
HWAM
121
Hennion & Walsh Asset Management
New Jersey
$403K -$13.2K -165 -3%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$392K – – –
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$390K +$28K +351 +8%
BCM
124
Brookstone Capital Management
Illinois
$388K +$388K +4,763 New
CFCI
125
Comprehensive Financial Consultants Institutional
Indiana
$385K – – –
3 4
5
6 7