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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
FFA
201
Florida Financial Advisors
Florida
$401K +$128K +1,175 +51%
USCWA
202
U.S. Capital Wealth Advisors
Texas
$397K +$134K +1,237 +56%
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$391K
Goldman Sachs
204
Goldman Sachs
New York
$390K +$92.3K +849 +33%
GKWIM
205
Gerber Kawasaki Wealth & Investment Management
California
$388K +$30.9K +284 +9%
MW
206
Marcum Wealth
Ohio
$383K
VA
207
Valmark Advisers
Ohio
$374K +$1.85K +17 +0.5%
MWM
208
MinichMacGregor Wealth Management
New York
$373K -$24.5K -225 -6%
GWP
209
Gateway Wealth Partners
Wisconsin
$371K +$16.8K +155 +5%
XF
210
XML Financial
Maryland
$368K +$10K +92 +3%
AAG
211
Armstrong Advisory Group
Massachusetts
$364K +$43.8K +403 +15%
AIP
212
Ameritas Investment Partners
Nebraska
$359K +$12.6K +116 +4%
MA
213
Mutual Advisors
Nebraska
$352K +$14.3K +132 +5%
SMC
214
Smith, Moore & Co
Missouri
$348K -$29.5K -271 -8%
CVA
215
Central Valley Advisors
California
$348K +$329K +3,026 New
RFA
216
Rollins Financial Advisors
New York
$347K +$23.3K +214 +8%
IA
217
IAM Advisory
Pennsylvania
$337K +$5.43K +50 +2%
AI
218
Atria Investments
North Carolina
$337K +$30K +276 +10%
Citadel Advisors
219
Citadel Advisors
Florida
$330K -$292K -2,683 -48%
DWA
220
Divergent Wealth Advisors
Utah
$325K +$326 +3 +0.1%
NRI
221
NFP Retirement Inc
California
$325K +$326 +3 +0.1%
MCWS
222
McKinley Carter Wealth Services
West Virginia
$325K -$37.2K -342 -11%
VBCG
223
Valley Brook Capital Group
Pennsylvania
$320K +$9.78K +90 +3%
CF
224
Centaurus Financial
California
$319K +$1.63K +15 +0.5%
IA
225
IFP Advisors
Florida
$319K +$61.5K +566 +26%

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.