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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

361 hedge funds and large institutions have $2.31B invested in Invesco Aerospace & Defense ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 150 increasing their positions, 85 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+15
Holders Change %
+4.34%
% of All Funds
5.22%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
42
Increased
150
Reduced
85
Closed
24
Calls
$49.6M
Puts
$62.3M
Net Calls
-$12.7M
Net Calls Change
+$167M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$721M
2
UBS Group
2
UBS Group
Switzerland
$74.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$214M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.7M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$9.78M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$221K
2
A
2
Allianz
Germany
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.9M
4
MCM
4
MAI Capital Management
Ohio
$49.7M
5
STA
5
Summit Trail Advisors
New York
$61.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCFG
126
New Century Financial Group
New Jersey
$1.15M +$13.5K +117 +1%
OWA
127
Outlook Wealth Advisors
Texas
$1.15M +$53K +461 +5%
T
128
Tidemark
California
$1.14M +$184K +1,597 +19%
FSA
129
Financial Sense Advisors
California
$1.14M +$1.14M +9,901 New
PFS
130
Prospera Financial Services
Texas
$1.13M +$77.2K +670 +7%
CFG
131
Carr Financial Group
Massachusetts
$1.11M +$11.7K +102 +1%
RJT
132
Raymond James Trust
Florida
$1.06M +$95.4K +830 +10%
AWM
133
Avior Wealth Management
Nebraska
$1.04M +$119K +1,033 +13%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$1.03M +$145K +1,261 +16%
SAM
135
Smithbridge Asset Management
Pennsylvania
$1.03M -$61.2K -532 -6%
AFP
136
Ausdal Financial Partners
Iowa
$1.02M +$359K +3,121 +55%
MSFS
137
Main Street Financial Solutions
Pennsylvania
$1.01M -$7.36K -64 -0.7%
HI
138
Harbour Investments
Wisconsin
$982K +$25.8K +224 +3%
SWA
139
SOA Wealth Advisors
New York
$955K +$1.04K +9 +0.1%
KWS
140
Keystone Wealth Services
California
$929K +$929K +8,079 New
SCA
141
Snowden Capital Advisors
New York
$912K +$98.6K +858 +12%
CCAL
142
City Center Advisors LLC
Michigan
$891K -$305K -2,653 -26%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$881K +$65.4K +569 +8%
MA
144
MONECO Advisors
Connecticut
$869K +$248K +2,157 +40%
ASN
145
Advisory Services Network
Georgia
$865K – – –
MC
146
Moors & Cabot
Massachusetts
$850K +$16.3K +142 +2%
AWA
147
Arkadios Wealth Advisors
Georgia
$844K -$206K -1,788 -20%
BWM
148
BigSur Wealth Management
Florida
$837K +$257K +2,232 +44%
PJSIMP
149
P.J. Schmidt Investment Management (PJS)
Wisconsin
$836K +$53.3K +464 +7%
CIAS
150
Capital Investment Advisory Services
North Carolina
$813K -$32.5K -283 -4%
4 5
6
7 8