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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 %
MIM
151
Marshall Investment Management
Colorado
$978K +$978K +8,504 New
PJSIMP
152
P.J. Schmidt Investment Management (PJS)
Wisconsin
$975K +$141K +1,227 +17%
AWA
153
Arkadios Wealth Advisors
Georgia
$968K +$126K +1,098 +15%
SWA
154
SOA Wealth Advisors
New York
$962K +$9.29K +81 +1%
Fidelity Investments
155
Fidelity Investments
Massachusetts
$962K +$152K +1,322 +19%
PAS
156
Park Avenue Securities
New York
$935K +$935K +8,148 New
ASN
157
Advisory Services Network
Georgia
$924K -$41.9K -365 -4%
KWA
158
Kingswood Wealth Advisors
California
$924K +$477K +4,155 +107%
TCWM
159
Total Clarity Wealth Management
Illinois
$894K -$1.33M -11,630 -60%
CCAL
160
City Center Advisors LLC
Michigan
$870K -$19K -166 -2%
WWM
161
Western Wealth Management
Colorado
$857K +$157K +1,367 +22%
FHC
162
First Heartland Consultants
Missouri
$853K +$57.5K +501 +7%
MC
163
Moors & Cabot
Massachusetts
$848K – – –
DAS
164
Dynamic Advisor Solutions
Arizona
$839K +$80.4K +701 +11%
NWM
165
Nova Wealth Management
Florida
$822K +$822K +7,165 New
CIAS
166
Capital Investment Advisory Services
North Carolina
$814K +$2.3K +20 +0.3%
BCM
167
Barometer Capital Management
Ontario, Canada
$778K +$51.4K +500 +7%
Qube Research & Technologies (QRT)
168
Qube Research & Technologies (QRT)
United Kingdom
$770K -$588K -5,128 -43%
PCIA
169
Prime Capital Investment Advisors
Kansas
$766K +$204K +1,780 +36%
M&T Bank
170
M&T Bank
New York
$746K +$116K +1,009 +18%
Comerica Bank
171
Comerica Bank
Texas
$741K -$44.3K -386 -6%
GRP
172
Global Retirement Partners
California
$733K +$272K +2,374 +59%
RMC
173
Ring Mountain Capital
California
$730K +$730K +6,361 New
GM
174
GeoWealth Management
Illinois
$716K -$25.8K -225 -3%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$713K +$124K +1,084 +21%
5 6
7
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