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Invesco Aerospace & Defense ETF

349 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, 150 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

121% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 68

8% more funds holding

Funds holding: 323349 (+26)

5% more capital invested

Capital invested by funds: $1.58B → $1.66B (+$83M)

0.3% more ownership

Funds ownership: 50.07%50.37% (+0.3%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

47% less call options, than puts

Call options by funds: $200M | Put options by funds: $380M

Holders
349
Holders Change
+26
Holders Change %
+8.05%
% of All Funds
5.04%
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
150
Reduced
68
Closed
14
Calls
$200M
Puts
$380M
Net Calls
-$180M
Net Calls Change
+$60.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
201
McKinley Carter Wealth Services
West Virginia
$325K +$13.2K +129 +4%
XF
202
XML Financial
Maryland
$320K +$19.7K +192 +7%
GKWIM
203
Gerber Kawasaki Wealth & Investment Management
California
$318K +$317K +3,092 New
GWP
204
Gateway Wealth Partners
Wisconsin
$315K +$26.3K +256 +9%
AWM
205
AE Wealth Management
Kansas
$313K -$50.9K -496 -14%
MA
206
Mutual Advisors
Nebraska
$311K +$16.7K +163 +6%
AIP
207
Ameritas Investment Partners
Nebraska
$309K +$33.1K +323 +12%
IA
208
IAM Advisory
Pennsylvania
$296K -$30.4K -296 -9%
DWA
209
Divergent Wealth Advisors
Utah
$290K +$410 +4 +0.1%
NRI
210
NFP Retirement Inc
California
$290K +$410 +4 +0.1%
GIA
211
Gladstone Institutional Advisory
Florida
$289K +$68.1K +664 +31%
RFA
212
Rollins Financial Advisors
New York
$288K
LI
213
LVZ Inc
Michigan
$285K
AAG
214
Armstrong Advisory Group
Massachusetts
$284K +$32K +312 +13%
CF
215
Centaurus Financial
California
$283K +$5.23K +51 +2%
LCGC
216
Legacy Capital Group California
California
$280K +$280K +2,726 New
DFA
217
Davies Financial Advisors
California
$278K +$103 +1 +0%
IAIM
218
International Assets Investment Management
Florida
$277K +$4.62K +45 +2%
VBCG
219
Valley Brook Capital Group
Pennsylvania
$276K +$42.7K +416 +18%
AI
220
Atria Investments
North Carolina
$272K +$272K +2,652 New
APW
221
Aurora Private Wealth
New Jersey
$266K
TNA
222
True North Advisors
Texas
$262K
Goldman Sachs
223
Goldman Sachs
New York
$261K -$160K -1,559 -38%
ZIM
224
Zacks Investment Management
Illinois
$257K
KA
225
Kovack Advisors
Florida
$255K

PPA Hedge Fund Activity: Q2 2024 in Review

349 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q2 2024, worth a combined $1.66B — up 5.3% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PPA positions and 14 closed out — a net gain of 32 holders — while 150 added to existing stakes and 68 trimmed.

The largest buyer was LPL Financial, adding an estimated $19M. The largest seller was Mivtachim The Workers Social Insurance Fund, cutting an estimated $17.4M.

  • 349 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q2 2024, up from 323 in Q1 2024.
  • Funds reported $1.66B of Invesco Aerospace & Defense ETF stock for Q2 2024, up 5.3% quarter-over-quarter.
  • 46 funds opened new Invesco Aerospace & Defense ETF positions in Q2 2024 and 14 closed out, a net change of +32 holders.
  • The largest Invesco Aerospace & Defense ETF buyer in Q2 2024 was LPL Financial, an estimated $19M added.
  • The largest Invesco Aerospace & Defense ETF seller in Q2 2024 was Mivtachim The Workers Social Insurance Fund, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2024.