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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

321 hedge funds and large institutions have $1.58B invested in Invesco Aerospace & Defense ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 120 increasing their positions, 71 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+37
Holders Change %
+13.03%
% of All Funds
4.65%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
67
Increased
120
Reduced
71
Closed
25
Calls
$115M
Puts
$356M
Net Calls
-$241M
Net Calls Change
-$246M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$281M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$22.9M
3
LPL Financial
LPL Financial
California
$121M
4
UBS Group
UBS Group
Switzerland
$32.8M
5
CA
Cetera Advisors
Colorado
$9.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$164M
2
PS
Portfolio Strategies
New York
$0
3
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$17.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
$13.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$723K +$73.6K +724 +11%
HGERS
127
Householder Group Estate & Retirement Specialist
Arizona
$721K +$709K +6,982 +6,234%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$707K +$609 +6 +0.1%
Comerica Bank
129
Comerica Bank
Texas
$707K -$3.76K -37 -0.5%
Mariner
130
Mariner
Kansas
$691K -$153K -1,508 -18%
SFFS
131
Stonehage Fleming Financial Services
Jersey
$685K +$685K +8,500 New
FHC
132
First Heartland Consultants
Missouri
$666K +$51.5K +507 +8%
MMH
133
Menora Mivtachim Holdings
Israel
$660K – – –
PI
134
PFG Investments
New York
$650K +$650K +6,402 New
SCA
135
Snowden Capital Advisors
New York
$640K +$278K +2,739 +77%
PFA
136
Pettinga Financial Advisors
Indiana
$629K +$301K +2,965 +92%
PJSIMP
137
P.J. Schmidt Investment Management (PJS)
Wisconsin
$624K +$2.34K +23 +0.4%
PPWM
138
Paragon Private Wealth Management
Kentucky
$616K – – –
RJT
139
Raymond James Trust
Florida
$615K +$74.2K +731 +14%
LA
140
LM Advisors
California
$609K – – –
TCWM
141
Total Clarity Wealth Management
Illinois
$603K +$124K +1,223 +26%
PCIA
142
Prime Capital Investment Advisors
Kansas
$600K +$126K +1,242 +27%
M&T Bank
143
M&T Bank
New York
$593K -$508 -5 -0.1%
EM
144
ELCO Management
New York
$589K +$25.4K +250 +5%
T
145
Tidemark
California
$587K +$490K +4,820 +504%
SL
146
Stevard LLC
Illinois
$584K +$584K +5,748 New
CFP
147
Cascade Financial Partners
California
$565K +$565K +5,698 New
ASN
148
Advisory Services Network
Georgia
$558K +$46.3K +456 +9%
BFEC
149
Benjamin F. Edwards & Company
Missouri
$555K +$287K +2,822 +107%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$549K +$9.45K +93 +2%
4 5
6
7 8