Invesco Aerospace & Defense ETF
40 hedge funds and large institutions have $97M invested in Invesco Aerospace & Defense ETF in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
78% more capital invested
Capital invested by funds: $54.5M → $97M (+$42.4M)
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
29% more funds holding
Funds holding: 31 → 40 (+9)
9.86% more ownership
Funds ownership: 35.88% → 45.74% (+9.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$22.6M |
| 2 |
Lazard Asset Management
New York
|
+$5.98M |
| 3 |
Morgan Stanley
New York
|
+$2.53M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.23M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$1.78M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.1M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$932K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$329K |
| 5 |
IAA
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
-$321K |
PPA Hedge Fund Activity: Q4 2014 in Review
40 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q4 2014, worth a combined $97M — up 78% from $54.5M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PPA positions and 6 closed out — a net gain of 10 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $22.6M. The largest seller was Virtu Financial, exiting entirely with an estimated $1.78M sold.
- 40 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q4 2014, up from 31 in Q3 2014.
- Funds reported $97M of Invesco Aerospace & Defense ETF stock for Q4 2014, up 78% quarter-over-quarter.
- 16 funds opened new Invesco Aerospace & Defense ETF positions in Q4 2014 and 6 closed out, a net change of +10 holders.
- The largest Invesco Aerospace & Defense ETF buyer in Q4 2014 was RiverFront Investment Group, an estimated $22.6M added.
- The largest Invesco Aerospace & Defense ETF seller in Q4 2014 was Virtu Financial, an estimated $1.78M sold.
Based on aggregated 13F filings for Q4 2014.