Invesco Aerospace & Defense ETF
225 hedge funds and large institutions have $753M invested in Invesco Aerospace & Defense ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 76 increasing their positions, 30 reducing their positions, and 12 closing their positions.
683% more capital inflows, than outflows
Capital inflows: $215M | Capital outflows: $27.4M
417% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 12
153% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 30
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
25% more funds holding
Funds holding: 180 → 225 (+45)
8.76% more ownership
Funds ownership: 36.43% → 45.19% (+8.8%)
57% less call options, than puts
Call options by funds: $23M | Put options by funds: $53.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Summit Trail Advisors
New York
|
+$21.7M |
| 2 |
Morgan Stanley
New York
|
+$15.1M |
| 3 |
Miracle Mile Advisors
Los Angeles,
California
|
+$15M |
| 4 |
LPL Financial
San Diego,
California
|
+$9.45M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Curi Wealth Management
Raleigh,
North Carolina
|
-$10.2M |
| 2 |
Goldman Sachs
New York
|
-$964K |
| 3 |
Meitav Investment House
Bene-Beraq,
Israel
|
-$868K |
| 4 |
Connectus Wealth
Cincinnati,
Ohio
|
-$696K |
| 5 |
Wintrust Investments
Chicago,
Illinois
|
-$641K |
PPA Hedge Fund Activity: Q4 2022 in Review
225 of the 6,244 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q4 2022, worth a combined $753M — up 61% from $469M a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new PPA positions and 12 closed out — a net gain of 50 holders — while 76 added to existing stakes and 30 trimmed.
The largest buyer was Summit Trail Advisors, adding an estimated $21.7M. The largest seller was Curi Wealth Management, exiting entirely with an estimated $10.2M sold.
- 225 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q4 2022, up from 180 in Q3 2022.
- Funds reported $753M of Invesco Aerospace & Defense ETF stock for Q4 2022, up 61% quarter-over-quarter.
- 62 funds opened new Invesco Aerospace & Defense ETF positions in Q4 2022 and 12 closed out, a net change of +50 holders.
- The largest Invesco Aerospace & Defense ETF buyer in Q4 2022 was Summit Trail Advisors, an estimated $21.7M added.
- The largest Invesco Aerospace & Defense ETF seller in Q4 2022 was Curi Wealth Management, an estimated $10.2M sold.
Based on aggregated 13F filings for Q4 2022.