Invesco Aerospace & Defense ETF
129 hedge funds and large institutions have $283M invested in Invesco Aerospace & Defense ETF in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 10 closing their positions.
180% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 10
22% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 32
15% more funds holding
Funds holding: 112 → 129 (+17)
11% more capital invested
Capital invested by funds: $256M → $283M (+$27.3M)
1.8% less ownership
Funds ownership: 29.83% → 28.02% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.8M |
| 2 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$3.76M |
| 3 |
GSC
G&S Capital
Denver,
Colorado
|
+$2.72M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.99M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.9M |
| 2 |
AFNAS
American Financial Network Advisory Services
Calabasas,
California
|
-$2.8M |
| 3 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$2.64M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$1.29M |
| 5 |
UAS
United Asset Strategies
Garden City,
New York
|
-$1.25M |
PPA Hedge Fund Activity: Q1 2018 in Review
129 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q1 2018, worth a combined $283M — up 11% from $256M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new PPA positions and 10 closed out — a net gain of 18 holders — while 39 added to existing stakes and 32 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.8M. The largest seller was UBS Group, cutting an estimated $2.9M.
- 129 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q1 2018, up from 112 in Q4 2017.
- Funds reported $283M of Invesco Aerospace & Defense ETF stock for Q1 2018, up 11% quarter-over-quarter.
- 28 funds opened new Invesco Aerospace & Defense ETF positions in Q1 2018 and 10 closed out, a net change of +18 holders.
- The largest Invesco Aerospace & Defense ETF buyer in Q1 2018 was LPL Financial, an estimated $3.8M added.
- The largest Invesco Aerospace & Defense ETF seller in Q1 2018 was UBS Group, an estimated $2.9M sold.
Based on aggregated 13F filings for Q1 2018.