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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

346 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, 149 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+25
Holders Change %
+7.79%
% of All Funds
5.03%
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
149
Reduced
66
Closed
14
Calls
$200M
Puts
$380M
Net Calls
-$180M
Net Calls Change
+$60.9M

Top Buyers

1
LPL Financial
LPL Financial
California
$141M
2
Bank of America
Bank of America
North Carolina
$298M
3
Morgan Stanley
Morgan Stanley
New York
$178M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$10.4M
5
A
Allianz
Germany
$9.18M

Top Sellers

1
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$175K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
3
Corient Private Wealth
Corient Private Wealth
Florida
$9.99M
4
KC
Kadensa Capital
Hong Kong
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
176
NBC Securities
Alabama
$469K +$149K +1,454 +47%
DAS
177
Dynamic Advisor Solutions
Arizona
$466K +$100K +976 +27%
CSPIA
178
Cary Street Partners Investment Advisory
Virginia
$460K +$16.8K +164 +4%
KWM
179
Kingsview Wealth Management
Oregon
$452K +$127K +1,237 +39%
CFCI
180
Comprehensive Financial Consultants Institutional
Indiana
$445K -$10.3K -100 -2%
RZH
181
Relyea Zuckerberg Hanson
Connecticut
$443K -$31.5K -307 -7%
BCI
182
Brinker Capital Investments
Pennsylvania
$433K +$103K +1,002 +31%
OPS
183
Orion Portfolio Solutions
Nebraska
$433K +$103K +1,002 +31%
KWA
184
Kingswood Wealth Advisors
California
$423K +$423K +4,119 New
Wealth Enhancement Advisory Services
185
Wealth Enhancement Advisory Services
Minnesota
$412K -$3.29K -32 -0.8%
JFG
186
Jefferies Financial Group
New York
$404K +$404K +3,933 New
Creative Planning
187
Creative Planning
Kansas
$396K -$3.39K -33 -0.8%
WC
188
Weil Company
California
$394K +$394K +3,832 New
AWA
189
ARQ Wealth Advisors
Arizona
$383K +$42.8K +417 +13%
WFC
190
Western Financial Corp
California
$373K +$5.75K +56 +2%
GA
191
Geller Advisors
New York
$364K +$514 +5 +0.1%
MWM
192
MinichMacGregor Wealth Management
New York
$357K -$2.05K -20 -0.6%
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$356K – – –
SG Americas Securities
194
SG Americas Securities
New York
$355K -$31.8K -310 -8%
MW
195
Marcum Wealth
Ohio
$343K – – –
SMC
196
Smith, Moore & Co
Missouri
$339K +$308 +3 +0.1%
VA
197
Valmark Advisers
Ohio
$333K +$205 +2 +0.1%
MCWS
198
McKinley Carter Wealth Services
West Virginia
$325K +$13.3K +129 +4%
XF
199
XML Financial
Maryland
$320K +$19.7K +192 +7%
GKWIM
200
Gerber Kawasaki Wealth & Investment Management
California
$318K +$318K +3,092 New
6 7
8
9 10