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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

361 hedge funds and large institutions have $2.31B invested in Invesco Aerospace & Defense ETF in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 150 increasing their positions, 85 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+15
Holders Change %
+4.34%
% of All Funds
5.22%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
42
Increased
150
Reduced
85
Closed
24
Calls
$49.6M
Puts
$62.3M
Net Calls
-$12.7M
Net Calls Change
+$167M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$721M
2
UBS Group
2
UBS Group
Switzerland
$74.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$214M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.7M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$9.78M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$221K
2
A
2
Allianz
Germany
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.9M
4
MCM
4
MAI Capital Management
Ohio
$49.7M
5
STA
5
Summit Trail Advisors
New York
$61.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$391K – – –
Goldman Sachs
202
Goldman Sachs
New York
$390K +$97.6K +849 +33%
GKWIM
203
Gerber Kawasaki Wealth & Investment Management
California
$388K +$32.7K +284 +9%
MW
204
Marcum Wealth
Ohio
$383K – – –
VA
205
Valmark Advisers
Ohio
$374K +$1.96K +17 +0.5%
MWM
206
MinichMacGregor Wealth Management
New York
$373K -$25.9K -225 -6%
GWP
207
Gateway Wealth Partners
Wisconsin
$371K +$17.8K +155 +5%
XF
208
XML Financial
Maryland
$368K +$10.6K +92 +3%
AAG
209
Armstrong Advisory Group
Massachusetts
$364K +$46.3K +403 +15%
AIP
210
Ameritas Investment Partners
Nebraska
$359K +$13.3K +116 +4%
MA
211
Mutual Advisors
Nebraska
$352K +$15.4K +132 +5%
SMC
212
Smith, Moore & Co
Missouri
$348K -$31.2K -271 -8%
CVA
213
Central Valley Advisors
California
$348K +$348K +3,026 New
RFA
214
Rollins Financial Advisors
New York
$347K +$24.6K +214 +8%
IA
215
IAM Advisory
Pennsylvania
$337K +$5.75K +50 +2%
AI
216
Atria Investments
North Carolina
$337K +$31.7K +276 +10%
Citadel Advisors
217
Citadel Advisors
Florida
$330K -$308K -2,683 -48%
NRI
218
NFP Retirement Inc
California
$325K +$345 +3 +0.1%
DWA
219
Divergent Wealth Advisors
Utah
$325K +$345 +3 +0.1%
MCWS
220
McKinley Carter Wealth Services
West Virginia
$325K -$39.3K -342 -11%
VBCG
221
Valley Brook Capital Group
Pennsylvania
$320K +$10.3K +90 +3%
CF
222
Centaurus Financial
California
$319K +$1.73K +15 +0.5%
IA
223
IFP Advisors
Florida
$319K +$65.1K +566 +26%
DFA
224
Davies Financial Advisors
California
$311K +$115 +1 +0%
LI
225
LVZ Inc
Michigan
$307K -$12.2K -106 -4%
7 8
9
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