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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 %
LA
176
LM Advisors
California
$688K – – –
PFA
177
Pettinga Financial Advisors
Indiana
$671K -$5.74K -50 -0.8%
CFP
178
Cascade Financial Partners
California
$656K – – –
EM
179
ELCO Management
New York
$649K -$2.75K -24 -0.4%
KF
180
KKM Financial
Illinois
$643K – – –
SB
181
Strategic Blueprint
Georgia
$634K +$39.8K +347 +7%
BEI
182
Benjamin Edwards Inc
Missouri
$632K -$13.6K -118 -2%
PPWM
183
Paragon Private Wealth Management
Kentucky
$621K -$31.8K -277 -5%
JCFM
184
JBR Co Financial Management
Oklahoma
$620K -$146K -1,276 -19%
KWM
185
Kingsview Wealth Management
Oregon
$616K +$7.34K +64 +1%
NWMG
186
National Wealth Management Group
Ohio
$595K -$23.4K -204 -4%
SC
187
Scotia Capital
Ontario, Canada
$587K +$29.8K +260 +5%
CCFM
188
Clear Creek Financial Management
Washington
$574K +$574K +5,002 New
WP
189
WealthShield Partners
North Carolina
$570K +$472K +4,112 +478%
SFC
190
Strategic Financial Concepts
Texas
$560K +$560K +4,882 New
AWM
191
Aprio Wealth Management
Georgia
$555K +$555K +4,836 New
CB
192
Community Bank
New York
$551K – – –
CSP
193
Cary Street Partners
Virginia
$543K +$543K +4,731 New
Envestnet Portfolio Solutions
194
Envestnet Portfolio Solutions
Illinois
$533K -$19.3K -168 -3%
TRCT
195
Tower Research Capital (TRC)
New York
$532K +$507K +4,420 +2,056%
PFG
196
Prosperity Financial Group
California
$526K -$9.52K -83 -2%
RFA
197
Rollins Financial Advisors
New York
$526K +$179K +1,561 +52%
EFS
198
Essex Financial Services
Connecticut
$517K -$52.2K -455 -9%
CFCI
199
Comprehensive Financial Consultants Institutional
Indiana
$502K +$18.9K +165 +4%
HWAM
200
Hennion & Walsh Asset Management
New Jersey
$493K – – –
6 7
8
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