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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 %
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$1.31M +$40.6K +354 +3%
AG
127
AlTi Global
New York
$1.29M – – –
IWC
128
Integrated Wealth Concepts
Massachusetts
$1.29M +$128K +1,117 +11%
FAIM
129
Financial Advocates Investment Management
Washington
$1.23M -$1.36M -11,844 -52%
SFS
130
Sowell Financial Services
Arkansas
$1.22M +$1.22M +10,672 New
FEM
131
Fulcrum Equity Management
Texas
$1.21M -$147K -1,284 -11%
GAA
132
Guardian Asset Advisors
Pennsylvania
$1.21M -$28.2K -246 -2%
BWM
133
BigSur Wealth Management
Florida
$1.18M +$344K +3,000 +41%
JCM
134
Jacobi Capital Management
Pennsylvania
$1.17M +$8.15K +71 +0.7%
Goldman Sachs
135
Goldman Sachs
New York
$1.15M +$759K +6,615 +195%
Jane Street
136
Jane Street
New York
$1.13M +$1.13M +9,837 New
MA
137
MONECO Advisors
Connecticut
$1.12M +$250K +2,183 +29%
T
138
Tidemark
California
$1.12M -$26.2K -228 -2%
Creative Planning
139
Creative Planning
Kansas
$1.11M -$677K -5,900 -38%
CFG
140
Carr Financial Group
Massachusetts
$1.1M -$3.1K -27 -0.3%
AFP
141
Ausdal Financial Partners
Iowa
$1.09M +$79.9K +696 +8%
OWA
142
Outlook Wealth Advisors
Texas
$1.09M -$55K -479 -5%
AFG
143
Atomi Financial Group
New York
$1.09M +$1.09M +9,503 New
AWM
144
Avior Wealth Management
Nebraska
$1.08M +$48.9K +426 +5%
SCA
145
Snowden Capital Advisors
New York
$1.06M +$146K +1,275 +16%
AAS
146
Ameritas Advisory Services
Nebraska
$1.04M -$661K -5,759 -39%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$1.03M +$641K +5,586 +163%
MSFS
148
Main Street Financial Solutions
Pennsylvania
$1.01M +$115 +1 +0%
FMP
149
Financial Management Professionals
Texas
$1.01M +$241K +2,103 +32%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$999K +$120K +1,047 +14%
4 5
6
7 8