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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.

New
Increased
Maintained
Reduced
Closed
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 %
WA
101
Wambolt & Associates
Colorado
$1.69M -$275K -2,397 -14%
PFS
102
Prospera Financial Services
Texas
$1.68M +$549K +4,777 +49%
AIFAIM
103
American Institute for Advanced Investment Management
Arizona
$1.67M +$13.9K +121 +0.8%
QCM
104
Quantinno Capital Management
New York
$1.64M – – –
TWC
105
TD Waterhouse Canada
Ontario, Canada
$1.62M +$11.6K +101 +0.7%
Citigroup
106
Citigroup
New York
$1.59M +$87.3K +761 +6%
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$1.58M +$231K +2,009 +17%
EWA
108
Evolution Wealth Advisors
Florida
$1.55M – – –
FFN
109
Focus Financial Network
Minnesota
$1.5M +$332K +2,894 +28%
MFG
110
Merit Financial Group
Georgia
$1.5M +$262K +2,285 +21%
OPS
111
Orion Portfolio Solutions
Nebraska
$1.48M +$831K +7,246 +128%
BCI
112
Brinker Capital Investments
Pennsylvania
$1.48M +$831K +7,246 +128%
SEA
113
Stegent Equity Advisors
Texas
$1.47M -$25.5K -222 -2%
GIA
114
Gladstone Institutional Advisory
Florida
$1.44M +$41.2K +359 +3%
BCM
115
Brookstone Capital Management
Illinois
$1.44M +$63.3K +552 +5%
SA
116
Sovran Advisors
California
$1.44M +$1.44M +12,262 New
SA
117
Sanctuary Advisors
Indiana
$1.43M -$78.3K -648 -5%
P
118
&Partners
Tennessee
$1.41M +$215K +1,864 +18%
MWM
119
MGB Wealth Management
Texas
$1.41M +$93.2K +812 +7%
Mariner
120
Mariner
Kansas
$1.39M +$134K +1,164 +11%
HBW
121
Hazlett, Burt & Watson
West Virginia
$1.37M +$152K +1,332 +13%
Cerity Partners
122
Cerity Partners
New York
$1.34M +$26.4K +230 +2%
KWS
123
Keystone Wealth Services
California
$1.34M +$414K +3,607 +45%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$1.33M +$662K +5,771 +100%
NA
125
NewEdge Advisors
Louisiana
$1.33M +$58.3K +508 +5%
3 4
5
6 7