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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 %
FFA
201
Florida Financial Advisors
Florida
$491K +$90.3K +787 +23%
AWA
202
ARQ Wealth Advisors
Arizona
$490K +$31.2K +272 +7%
USCWA
203
U.S. Capital Wealth Advisors
Texas
$482K +$85.5K +745 +22%
IAIM
204
International Assets Investment Management
Florida
$480K -$31.4M -274,478 -98%
EFG
205
Elm3 Financial Group
Georgia
$476K +$476K +4,153 New
IA
206
IFP Advisors
Florida
$467K +$149K +1,296 +47%
VA
207
Valmark Advisers
Ohio
$453K +$79.1K +689 +21%
CSS
208
Cubist Systematic Strategies
Connecticut
$441K +$441K +3,845 New
JFG
209
Jefferies Financial Group
New York
$437K -$28.1K -245 -6%
MCWS
210
McKinley Carter Wealth Services
West Virginia
$437K +$113K +983 +35%
GWP
211
Gateway Wealth Partners
Wisconsin
$431K +$60.6K +528 +16%
XF
212
XML Financial
Maryland
$420K +$52.7K +459 +14%
GWSG
213
GPS Wealth Strategies Group
Colorado
$419K -$100K -875 -19%
HAM
214
Hickory Asset Management
Ohio
$415K +$415K +3,618 New
GA
215
Geller Advisors
New York
$408K +$1.03K +9 +0.3%
GKWIM
216
Gerber Kawasaki Wealth & Investment Management
California
$408K +$20.8K +181 +5%
AIP
217
Ameritas Investment Partners
Nebraska
$406K +$48.2K +420 +13%
AWM
218
AE Wealth Management
Kansas
$406K -$30.4K -265 -7%
WFC
219
Western Financial Corp
California
$396K -$8.38K -73 -2%
AAG
220
Armstrong Advisory Group
Massachusetts
$387K +$24.2K +211 +7%
Mercer Global Advisors
221
Mercer Global Advisors
Colorado
$387K +$387K +3,376 New
MW
222
Marcum Wealth
Ohio
$383K – – –
MA
223
Mutual Advisors
Nebraska
$377K +$18K +152 +5%
MWM
224
MinichMacGregor Wealth Management
New York
$374K +$1.38K +12 +0.4%
IA
225
IFC Advisors
California
$373K +$373K +3,254 New
7 8
9
10 11