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

Top Sellers

1
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$175K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
3
Corient Private Wealth
Corient Private Wealth
Florida
$9.99M
4
KC
Kadensa Capital
Hong Kong
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
UAS
126
United Asset Strategies
New York
$883K +$670K +6,523 +315%
MFG
127
Merit Financial Group
Georgia
$881K +$86.8K +845 +11%
ASN
128
Advisory Services Network
Georgia
$865K +$301K +2,926 +53%
RJT
129
Raymond James Trust
Florida
$859K +$237K +2,312 +38%
T
130
Tidemark
California
$859K +$265K +2,584 +45%
FFN
131
Focus Financial Network
Minnesota
$856K +$1.38K +13 +0.2%
HI
132
Harbour Investments
Wisconsin
$855K +$95.8K +933 +13%
SWA
133
SOA Wealth Advisors
New York
$852K +$6.16K +60 +0.7%
AL
134
Aspiriant LLC
California
$826K +$300K +2,925 +57%
AWM
135
Avior Wealth Management
Nebraska
$821K -$40.9K -398 -5%
PI
136
PFG Investments
New York
$810K +$152K +1,480 +23%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$795K +$63.5K +618 +9%
BCM
138
Barometer Capital Management
Ontario, Canada
$778K +$778K +7,570 New
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$761K +$316K +3,080 +71%
CIAS
140
Capital Investment Advisory Services
North Carolina
$755K +$256K +2,489 +51%
MC
141
Moors & Cabot
Massachusetts
$744K -$21.4K -208 -3%
Millennium Management
142
Millennium Management
New York
$733K +$733K +7,132 New
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$728K +$13.1K +128 +2%
SCA
144
Snowden Capital Advisors
New York
$727K +$79.4K +773 +12%
PJSIMP
145
P.J. Schmidt Investment Management (PJS)
Wisconsin
$699K +$67.9K +661 +11%
Envestnet Portfolio Solutions
146
Envestnet Portfolio Solutions
Illinois
$660K +$416K +4,048 +170%
JCFM
147
JBR Co Financial Management
Oklahoma
$619K +$619K +6,026 New
LA
148
LM Advisors
California
$616K – – –
PFA
149
Pettinga Financial Advisors
Indiana
$606K -$30.8K -300 -5%
SL
150
Stevard LLC
Illinois
$598K +$8.01K +78 +1%
4 5
6
7 8