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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 %
LI
201
LVZ Inc
Michigan
$282K – – –
MA
202
Mutual Advisors
Nebraska
$277K +$14.6K +144 +6%
CF
203
Centaurus Financial
California
$275K -$295K -2,902 -52%
DFA
204
Davies Financial Advisors
California
$275K +$275K +2,706 New
AIP
205
Ameritas Investment Partners
Nebraska
$272K +$272K +2,681 New
IAIM
206
International Assets Investment Management
Florida
$267K – – –
APW
207
Aurora Private Wealth
New Jersey
$263K – – –
TNA
208
True North Advisors
Texas
$259K – – –
IA
209
IFP Advisors
Florida
$256K +$203 +2 +0.1%
CVA
210
Central Valley Advisors
California
$256K – – –
ZIM
211
Zacks Investment Management
Illinois
$254K – – –
KA
212
Kovack Advisors
Florida
$253K +$30K +295 +13%
Envestnet Portfolio Solutions
213
Envestnet Portfolio Solutions
Illinois
$241K +$241K +2,376 New
Vontobel Holding
214
Vontobel Holding
Switzerland
$239K +$239K +2,349 New
CIA
215
Compass Ion Advisors
Pennsylvania
$237K +$203 +2 +0.1%
VWA
216
Visionary Wealth Advisors
Illinois
$235K +$235K +2,315 New
BNP Paribas Financial Markets
217
BNP Paribas Financial Markets
France
$233K +$233K +2,296 New
VBCG
218
Valley Brook Capital Group
Pennsylvania
$231K +$231K +2,275 New
PA
219
PFG Advisors
Arizona
$229K +$229K +2,257 New
AAG
220
Armstrong Advisory Group
Massachusetts
$226K – – –
QCM
221
Quantinno Capital Management
New York
$225K – – –
VFG
222
V2 Financial group
Illinois
$223K – – –
TSS
223
Two Sigma Securities
New York
$222K +$222K +2,183 New
GWM
224
Geneos Wealth Management
Colorado
$221K – – –
GIA
225
Gladstone Institutional Advisory
Florida
$218K +$218K +2,147 New
7 8
9
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