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Invesco Aerospace & Defense ETF

398 hedge funds and large institutions have $2.5B invested in Invesco Aerospace & Defense ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 136 increasing their positions, 133 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

6% more capital invested

Capital invested by funds: $2.36B → $2.5B (+$141M)

4.55% more ownership

Funds ownership: 50.25%54.8% (+4.6%)

2% more funds holding

Funds holding: 391398 (+7)

2% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 133

77% less call options, than puts

Call options by funds: $122M | Put options by funds: $533M

Holders
398
Holders Change
+7
Holders Change %
+1.79%
% of All Funds
5.34%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
48
Increased
136
Reduced
133
Closed
36
Calls
$122M
Puts
$533M
Net Calls
-$412M
Net Calls Change
-$472M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
151
Marshall Wace
United Kingdom
$995K +$1M +8,541 New
SWA
152
SOA Wealth Advisors
New York
$984K +$7.29K +62 +0.7%
CIAS
153
Capital Investment Advisory Services
North Carolina
$955K +$130K +1,106 +16%
NWM
154
Nova Wealth Management
Florida
$950K +$116K +990 +14%
MSFS
155
Main Street Financial Solutions
Pennsylvania
$947K -$80.6K -685 -8%
AWA
156
Arkadios Wealth Advisors
Georgia
$943K -$40.7K -346 -4%
WWM
157
Western Wealth Management
Colorado
$943K +$73.3K +623 +8%
AAS
158
Ameritas Advisory Services
Nebraska
$930K -$116K -988 -11%
PCIA
159
Prime Capital Investment Advisors
Kansas
$928K +$151K +1,282 +19%
TCWM
160
Total Clarity Wealth Management
Illinois
$894K
FHC
161
First Heartland Consultants
Missouri
$843K -$24K -204 -3%
AWM
162
Aprio Wealth Management
Georgia
$842K +$281K +2,392 +49%
DAS
163
Dynamic Advisor Solutions
Arizona
$831K -$20.8K -177 -2%
PWP
164
Prasad Wealth Partners
Ohio
$807K -$6.18M -52,589 -88%
SWA
165
Stratos Wealth Advisors
Ohio
$788K -$1.72M -14,593 -68%
MC
166
Moors & Cabot
Massachusetts
$776K -$85.6K -728 -10%
JCFM
167
JBR Co Financial Management
Oklahoma
$765K +$137K +1,161 +21%
GIA
168
Gladstone Institutional Advisory
Florida
$764K -$709K -6,032 -48%
M&T Bank
169
M&T Bank
New York
$758K
ASN
170
Advisory Services Network
Georgia
$732K -$209K -1,777 -22%
RMC
171
Ring Mountain Capital
California
$717K -$24.2K -206 -3%
GS
172
GWN Securities
Florida
$713K +$654K +5,561 New
LA
173
LM Advisors
California
$699K
Comerica Bank
174
Comerica Bank
Texas
$683K -$71.2K -605 -9%
NS
175
NBC Securities
Alabama
$681K +$687K +5,838 +97,300%

PPA Hedge Fund Activity: Q1 2025 in Review

398 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q1 2025, worth a combined $2.5B — up 6% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PPA positions and 36 closed out — a net gain of 12 holders — while 136 added to existing stakes and 133 trimmed.

The largest buyer was Bank of America, adding an estimated $189M. The largest seller was National Bank of Canada, cutting an estimated $31.4M.

  • 398 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q1 2025, up from 391 in Q4 2024.
  • Funds reported $2.5B of Invesco Aerospace & Defense ETF stock for Q1 2025, up 6% quarter-over-quarter.
  • 48 funds opened new Invesco Aerospace & Defense ETF positions in Q1 2025 and 36 closed out, a net change of +12 holders.
  • The largest Invesco Aerospace & Defense ETF buyer in Q1 2025 was Bank of America, an estimated $189M added.
  • The largest Invesco Aerospace & Defense ETF seller in Q1 2025 was National Bank of Canada, an estimated $31.4M sold.

Based on aggregated 13F filings for Q1 2025.