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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 %
WFC
176
Western Financial Corp
California
$363K -$66.4K -654 -15%
DAS
177
Dynamic Advisor Solutions
Arizona
$361K +$39.1K +385 +12%
AWM
178
AE Wealth Management
Kansas
$360K -$4.31M -42,470 -92%
GA
179
Geller Advisors
New York
$360K +$406 +4 +0.1%
Jones Financial Companies
180
Jones Financial Companies
Missouri
$359K +$406 +4 +0.1%
EFS
181
Essex Financial Services
Connecticut
$356K +$72.8K +717 +26%
MWM
182
MinichMacGregor Wealth Management
New York
$351K -$31.4K -312 -8%
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$348K – – –
MW
184
Marcum Wealth
Ohio
$339K – – –
AWA
185
ARQ Wealth Advisors
Arizona
$337K +$55.2K +543 +20%
SMC
186
Smith, Moore & Co
Missouri
$335K +$50.7K +499 +18%
VA
187
Valmark Advisers
Ohio
$329K +$11.7K +115 +4%
BCI
188
Brinker Capital Investments
Pennsylvania
$326K +$326K +3,212 New
OPS
189
Orion Portfolio Solutions
Nebraska
$326K +$326K +3,212 New
IA
190
IAM Advisory
Pennsylvania
$322K -$4.57K -45 -1%
KWM
191
Kingsview Wealth Management
Oregon
$321K +$69.2K +681 +27%
NS
192
NBC Securities
Alabama
$316K +$80K +789 +34%
MCWS
193
McKinley Carter Wealth Services
West Virginia
$308K – – –
BRWA
194
B. Riley Wealth Advisors
Florida
$306K -$80 -1 -0%
MWAM
195
Manhattan West Asset Management
California
$301K +$21.6K +213 +8%
XF
196
XML Financial
Maryland
$297K +$27K +266 +10%
DWA
197
Divergent Wealth Advisors
Utah
$286K +$305 +3 +0.1%
NRI
198
NFP Retirement Inc
California
$286K +$286K +2,820 New
GWP
199
Gateway Wealth Partners
Wisconsin
$286K +$286K +2,814 New
RFA
200
Rollins Financial Advisors
New York
$285K – – –
6 7
8
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