Invesco Aerospace & Defense ETF
31 hedge funds and large institutions have $54.5M invested in Invesco Aerospace & Defense ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 8 closing their positions.
126% more capital inflows, than outflows
Capital inflows: $12.6M | Capital outflows: $5.58M
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
6% less funds holding
Funds holding: 33 → 31 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$4.14M |
| 2 |
Virtu Financial
New York
|
+$1.77M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.6M |
| 4 |
UBS
Zurich,
Switzerland
|
+$1.42M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.38M |
| 2 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$1.23M |
| 3 |
LPL Financial
San Diego,
California
|
-$568K |
| 4 |
Contravisory Investment Management
Norwell,
Massachusetts
|
-$452K |
| 5 |
AT Bancorp
Dubuque,
Iowa
|
-$279K |
PPA Hedge Fund Activity: Q3 2014 in Review
31 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q3 2014, worth a combined $54.5M — up 15% from $47.4M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of PPA and 6 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 11 added.
The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $4.14M. The largest seller was Morgan Stanley, cutting an estimated $2.38M.
- 31 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q3 2014, down from 33 in Q2 2014.
- Funds reported $54.5M of Invesco Aerospace & Defense ETF stock for Q3 2014, up 15% quarter-over-quarter.
- 6 funds opened new Invesco Aerospace & Defense ETF positions in Q3 2014 and 8 closed out, a net change of -2 holders.
- The largest Invesco Aerospace & Defense ETF buyer in Q3 2014 was Fiera Capital (Canada), an estimated $4.14M added.
- The largest Invesco Aerospace & Defense ETF seller in Q3 2014 was Morgan Stanley, an estimated $2.38M sold.
Based on aggregated 13F filings for Q3 2014.