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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

346 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, 149 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+25
Holders Change %
+7.79%
% of All Funds
5.03%
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
149
Reduced
66
Closed
14
Calls
$200M
Puts
$380M
Net Calls
-$180M
Net Calls Change
+$60.9M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$141M
2
Bank of America
2
Bank of America
North Carolina
$298M
3
Morgan Stanley
3
Morgan Stanley
New York
$178M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$10.4M
5
A
5
Allianz
Germany
$9.18M

Top Sellers

1
MTWSIF
1
Mivtachim The Workers Social Insurance Fund
Israel
$175K
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$9.99M
4
KC
4
Kadensa Capital
Hong Kong
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
101
MGB Wealth Management
Texas
$1.16M +$69.4K +665 +6%
AG
102
AlTi Global
New York
$1.15M – – –
GAA
103
Guardian Asset Advisors
Pennsylvania
$1.15M -$20.9K -203 -2%
SA
104
Sanctuary Advisors
Indiana
$1.14M +$1.14M +11,304 New
WAP
105
Wealthcare Advisory Partners
Pennsylvania
$1.13M +$66.3K +645 +6%
UBS AM
106
UBS AM
Illinois
$1.13M +$1.13M +11,000 New
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$1.08M +$277K +2,694 +34%
QWM
108
Quadcap Wealth Management
Texas
$1.08M +$631K +6,145 +142%
BA
109
Bridge Advisory
California
$1.07M +$72.4K +705 +7%
CCAL
110
City Center Advisors LLC
Michigan
$1.06M – – –
IWC
111
Integrated Wealth Concepts
Massachusetts
$1.04M +$40.9K +398 +4%
William Blair & Company
112
William Blair & Company
Illinois
$1.03M +$154K +1,502 +18%
NCFG
113
New Century Financial Group
New Jersey
$1.02M +$1.02M +9,893 New
JCM
114
Jacobi Capital Management
Pennsylvania
$999K +$69.8K +680 +8%
CFG
115
Carr Financial Group
Massachusetts
$981K -$197K -1,919 -17%
SAM
116
Smithbridge Asset Management
Pennsylvania
$973K +$36.3K +353 +4%
Mariner
117
Mariner
Kansas
$962K +$263K +2,559 +38%
OWA
118
Outlook Wealth Advisors
Texas
$962K +$962K +9,522 New
PFS
119
Prospera Financial Services
Texas
$944K -$12.1K -118 -1%
AWA
120
Arkadios Wealth Advisors
Georgia
$937K +$191K +1,857 +26%
MSFS
121
Main Street Financial Solutions
Pennsylvania
$911K -$29.3K -285 -3%
HBW
122
Hazlett, Burt & Watson
West Virginia
$910K +$162K +1,567 +22%
BFWM
123
Bright Futures Wealth Management
New York
$909K +$16.3K +155 +2%
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
$890K -$704K -6,851 -44%
NA
125
NewEdge Advisors
Louisiana
$884K +$344K +3,353 +64%
3 4
5
6 7