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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$164M
2
PS
2
Portfolio Strategies
New York
$0
3
MTWSIF
3
Mivtachim The Workers Social Insurance Fund
Israel
$17.4M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$13.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
151
KKM Financial
Illinois
$543K – – –
SB
152
Strategic Blueprint
Georgia
$542K +$25.2K +248 +5%
WWM
153
Western Wealth Management
Colorado
$538K +$538K +5,296 New
NA
154
NewEdge Advisors
Louisiana
$533K +$38K +374 +8%
NWMG
155
National Wealth Management Group
Ohio
$528K -$22.7K -223 -4%
AL
156
Aspiriant LLC
California
$520K – – –
BWM
157
BigSur Wealth Management
Florida
$513K +$513K +5,050 New
CIAS
158
Capital Investment Advisory Services
North Carolina
$494K -$36.5K -359 -7%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$491K +$184K +1,807 +60%
HWAM
160
Hennion & Walsh Asset Management
New Jersey
$488K -$6.09K -60 -1%
PFG
161
Prosperity Financial Group
California
$475K +$475K +4,672 New
RZH
162
Relyea Zuckerberg Hanson
Connecticut
$469K +$406 +4 +0.1%
AFP
163
Ausdal Financial Partners
Iowa
$455K +$34.3K +338 +8%
CFCI
164
Comprehensive Financial Consultants Institutional
Indiana
$450K -$17.1K -168 -4%
QWM
165
Quadcap Wealth Management
Texas
$440K +$440K +4,334 New
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$439K -$488K -4,803 -53%
CSPIA
167
Cary Street Partners Investment Advisory
Virginia
$438K +$438K +4,314 New
Citadel Advisors
168
Citadel Advisors
Florida
$438K -$471K -4,637 -52%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$433K -$454K -4,467 -51%
GRP
170
Global Retirement Partners
California
$430K +$94K +925 +28%
Goldman Sachs
171
Goldman Sachs
New York
$416K +$416K +4,100 New
Wealth Enhancement Advisory Services
172
Wealth Enhancement Advisory Services
Minnesota
$411K +$6.3K +62 +2%
Creative Planning
173
Creative Planning
Kansas
$394K +$111K +1,092 +39%
SC
174
Scotia Capital
Ontario, Canada
$389K +$389K +3,828 New
SG Americas Securities
175
SG Americas Securities
New York
$383K +$383K +3,770 New
5 6
7
8 9