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Invesco Aerospace & Defense ETF

365 hedge funds and large institutions have $2.31B invested in Invesco Aerospace & Defense ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 152 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 24

77% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 86

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

39% more capital invested

Capital invested by funds: $1.66B → $2.31B (+$648M)

5% more funds holding

Funds holding: 349365 (+16)

1.67% more ownership

Funds ownership: 50.37%52.04% (+1.7%)

20% less call options, than puts

Call options by funds: $49.6M | Put options by funds: $62.3M

Holders
365
Holders Change
+16
Holders Change %
+4.58%
% of All Funds
5.24%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
43
Increased
152
Reduced
86
Closed
24
Calls
$49.6M
Puts
$62.3M
Net Calls
-$12.7M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
176
Strategic Blueprint
Georgia
$595K -$12.9K -119 -2%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$590K +$20.9K +192 +4%
EFS
178
Essex Financial Services
Connecticut
$583K +$60.3K +555 +13%
PCIA
179
Prime Capital Investment Advisors
Kansas
$564K
SC
180
Scotia Capital
Ontario, Canada
$558K
Envestnet Portfolio Solutions
181
Envestnet Portfolio Solutions
Illinois
$553K -$175K -1,614 -25%
CB
182
Community Bank
New York
$552K
CSPIA
183
Cary Street Partners Investment Advisory
Virginia
$543K +$26.8K +247 +6%
PFG
184
Prosperity Financial Group
California
$537K
GWSG
185
GPS Wealth Strategies Group
Colorado
$520K -$5.33K -49 -1%
RZH
186
Relyea Zuckerberg Hanson
Connecticut
$496K +$109 +1 +0%
HWAM
187
Hennion & Walsh Asset Management
New Jersey
$491K -$46.7K -430 -9%
CFCI
188
Comprehensive Financial Consultants Institutional
Indiana
$484K -$13.3K -122 -3%
NFG
189
Norris Financial Group
South Carolina
$479K -$3.02M -27,762 -87%
JFG
190
Jefferies Financial Group
New York
$467K +$13.6K +125 +3%
GRP
191
Global Retirement Partners
California
$462K -$61.3K -564 -12%
UAS
192
United Asset Strategies
New York
$462K -$498K -4,579 -53%
AWA
193
ARQ Wealth Advisors
Arizona
$454K +$29.6K +272 +7%
AAS
194
Avantax Advisory Services
Texas
$452K -$4.72M -43,455 -92%
KWA
195
Kingswood Wealth Advisors
California
$446K -$23.8K -219 -5%
WC
196
Weil Company
California
$442K +$1.63K +15 +0.4%
AWM
197
AE Wealth Management
Kansas
$437K +$81.5K +750 +25%
HGERS
198
Householder Group Estate & Retirement Specialist
Arizona
$423K -$855K -7,869 -68%
GA
199
Geller Advisors
New York
$408K +$435 +4 +0.1%
WFC
200
Western Financial Corp
California
$405K -$11.5K -106 -3%

PPA Hedge Fund Activity: Q3 2024 in Review

365 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q3 2024, worth a combined $2.31B — up 39% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PPA positions and 24 closed out — a net gain of 19 holders — while 152 added to existing stakes and 86 trimmed.

The largest buyer was Bank of America, adding an estimated $366M. The largest seller was Corient Private Wealth, cutting an estimated $10.4M.

  • 365 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q3 2024, up from 349 in Q2 2024.
  • Funds reported $2.31B of Invesco Aerospace & Defense ETF stock for Q3 2024, up 39% quarter-over-quarter.
  • 43 funds opened new Invesco Aerospace & Defense ETF positions in Q3 2024 and 24 closed out, a net change of +19 holders.
  • The largest Invesco Aerospace & Defense ETF buyer in Q3 2024 was Bank of America, an estimated $366M added.
  • The largest Invesco Aerospace & Defense ETF seller in Q3 2024 was Corient Private Wealth, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2024.