We are live on ! Find out more
PPA icon

Invesco Aerospace & Defense ETF

349 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, 150 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

121% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 68

8% more funds holding

Funds holding: 323349 (+26)

5% more capital invested

Capital invested by funds: $1.58B → $1.66B (+$83M)

0.3% more ownership

Funds ownership: 50.07%50.37% (+0.3%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

47% less call options, than puts

Call options by funds: $200M | Put options by funds: $380M

Holders
349
Holders Change
+26
Holders Change %
+8.05%
% of All Funds
5.04%
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
150
Reduced
68
Closed
14
Calls
$200M
Puts
$380M
Net Calls
-$180M
Net Calls Change
+$60.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
151
LM Advisors
California
$616K
PFA
152
Pettinga Financial Advisors
Indiana
$606K -$30.8K -300 -5%
SL
153
Stevard LLC
Illinois
$598K +$8K +78 +1%
WWM
154
Western Wealth Management
Colorado
$589K +$44.5K +434 +8%
AFP
155
Ausdal Financial Partners
Iowa
$588K +$127K +1,239 +28%
CFP
156
Cascade Financial Partners
California
$587K +$2.05K +20 +0.4%
EM
157
ELCO Management
New York
$585K -$10.3K -100 -2%
PPWM
158
Paragon Private Wealth Management
Kentucky
$584K -$39K -380 -6%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$573K +$76.2K +743 +15%
Citadel Advisors
160
Citadel Advisors
Florida
$570K +$127K +1,241 +29%
Comerica Bank
161
Comerica Bank
Texas
$566K -$149K -1,453 -21%
M&T Bank
162
M&T Bank
New York
$564K -$35.5K -346 -6%
BFEC
163
Benjamin F. Edwards & Company
Missouri
$562K +$718 +7 +0.1%
KF
164
KKM Financial
Illinois
$561K +$10.8K +105 +2%
MA
165
MONECO Advisors
Connecticut
$555K +$554K +5,404 New
SB
166
Strategic Blueprint
Georgia
$544K -$4.62K -45 -0.8%
NWMG
167
National Wealth Management Group
Ohio
$542K +$8.41K +82 +2%
QCM
168
Quantinno Capital Management
New York
$539K +$312K +3,037 +137%
BWM
169
BigSur Wealth Management
Florida
$519K
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$508K -$48K -468 -9%
PCIA
171
Prime Capital Investment Advisors
Kansas
$503K -$104K -1,010 -17%
SC
172
Scotia Capital
Ontario, Canada
$499K +$105K +1,025 +27%
CB
173
Community Bank
New York
$493K +$492K +4,800 New
HWAM
174
Hennion & Walsh Asset Management
New Jersey
$485K -$8.21K -80 -2%
PFG
175
Prosperity Financial Group
California
$480K

PPA Hedge Fund Activity: Q2 2024 in Review

349 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q2 2024, worth a combined $1.66B — up 5.3% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PPA positions and 14 closed out — a net gain of 32 holders — while 150 added to existing stakes and 68 trimmed.

The largest buyer was LPL Financial, adding an estimated $19M. The largest seller was Mivtachim The Workers Social Insurance Fund, cutting an estimated $17.4M.

  • 349 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q2 2024, up from 323 in Q1 2024.
  • Funds reported $1.66B of Invesco Aerospace & Defense ETF stock for Q2 2024, up 5.3% quarter-over-quarter.
  • 46 funds opened new Invesco Aerospace & Defense ETF positions in Q2 2024 and 14 closed out, a net change of +32 holders.
  • The largest Invesco Aerospace & Defense ETF buyer in Q2 2024 was LPL Financial, an estimated $19M added.
  • The largest Invesco Aerospace & Defense ETF seller in Q2 2024 was Mivtachim The Workers Social Insurance Fund, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2024.