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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 %
BCM
151
Barometer Capital Management
Ontario, Canada
$813K -$57.5K -500 -7%
Fidelity Investments
152
Fidelity Investments
Massachusetts
$812K +$170K +1,482 +27%
FHC
153
First Heartland Consultants
Missouri
$798K -$7.94K -69 -1%
Comerica Bank
154
Comerica Bank
Texas
$787K +$154K +1,339 +24%
JCFM
155
JBR Co Financial Management
Oklahoma
$768K +$75.1K +653 +11%
FMP
156
Financial Management Professionals
Texas
$765K +$765K +6,657 New
DAS
157
Dynamic Advisor Solutions
Arizona
$760K +$238K +2,074 +46%
GM
158
GeoWealth Management
Illinois
$744K +$744K +6,468 New
WWM
159
Western Wealth Management
Colorado
$701K +$42.4K +369 +6%
LA
160
LM Advisors
California
$690K – – –
PFA
161
Pettinga Financial Advisors
Indiana
$678K – – –
CFP
162
Cascade Financial Partners
California
$671K – – –
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$666K +$205K +1,782 +44%
PI
164
PFG Investments
New York
$659K -$247K -2,152 -27%
PPWM
165
Paragon Private Wealth Management
Kentucky
$654K – – –
EM
166
ELCO Management
New York
$653K -$1.84K -16 -0.3%
OPS
167
Orion Portfolio Solutions
Nebraska
$653K +$168K +1,464 +35%
BCI
168
Brinker Capital Investments
Pennsylvania
$653K +$168K +1,464 +35%
BEI
169
Benjamin Edwards Inc
Missouri
$647K +$647K +5,618 New
KF
170
KKM Financial
Illinois
$645K +$17.7K +154 +3%
M&T Bank
171
M&T Bank
New York
$632K – – –
NWMG
172
National Wealth Management Group
Ohio
$620K +$13.3K +116 +2%
NS
173
NBC Securities
Alabama
$615K +$89.7K +780 +17%
KWM
174
Kingsview Wealth Management
Oregon
$610K +$104K +904 +21%
SB
175
Strategic Blueprint
Georgia
$595K -$13.7K -119 -2%
5 6
7
8 9