Invesco Aerospace & Defense ETF
63 hedge funds and large institutions have $154M invested in Invesco Aerospace & Defense ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 9 reducing their positions, and 9 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 9
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
20% more capital invested
Capital invested by funds: $128M → $154M (+$25.7M)
9% more funds holding
Funds holding: 58 → 63 (+5)
7.94% less ownership
Funds ownership: 42.89% → 34.95% (-7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.05M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.69M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.73M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$9.52M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$3.26M |
| 3 |
UAS
United Asset Strategies
Garden City,
New York
|
-$2.64M |
| 4 |
Jane Street
New York
|
-$1.45M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$534K |
PPA Hedge Fund Activity: Q4 2016 in Review
63 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q4 2016, worth a combined $154M — up 20% from $128M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PPA positions and 9 closed out — a net gain of 7 holders — while 33 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.1M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $9.52M sold.
- 63 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q4 2016, up from 58 in Q3 2016.
- Funds reported $154M of Invesco Aerospace & Defense ETF stock for Q4 2016, up 20% quarter-over-quarter.
- 16 funds opened new Invesco Aerospace & Defense ETF positions in Q4 2016 and 9 closed out, a net change of +7 holders.
- The largest Invesco Aerospace & Defense ETF buyer in Q4 2016 was Morgan Stanley, an estimated $10.1M added.
- The largest Invesco Aerospace & Defense ETF seller in Q4 2016 was Lazard Asset Management, an estimated $9.52M sold.
Based on aggregated 13F filings for Q4 2016.