Invesco Aerospace & Defense ETF
237 hedge funds and large institutions have $905M invested in Invesco Aerospace & Defense ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 95 increasing their positions, 50 reducing their positions, and 25 closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 50
68% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 25
20% more capital invested
Capital invested by funds: $753M → $905M (+$153M)
5% more funds holding
Funds holding: 225 → 237 (+12)
4.64% more ownership
Funds ownership: 45.19% → 49.83% (+4.6%)
9% more call options, than puts
Call options by funds: $56.4M | Put options by funds: $52M
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MTWSIF
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
+$45.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$25.7M |
| 3 |
LPL Financial
San Diego,
California
|
+$15.5M |
| 4 |
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
+$13.3M |
| 5 |
Morgan Stanley
New York
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
-$5.49M |
| 2 |
VFM
Valley Financial Management
New York
|
-$5.31M |
| 3 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$5.24M |
| 4 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$4.78M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.76M |
PPA Hedge Fund Activity: Q1 2023 in Review
237 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q1 2023, worth a combined $905M — up 20% from $753M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new PPA positions and 25 closed out — a net gain of 17 holders — while 95 added to existing stakes and 50 trimmed.
The largest buyer was Mivtachim The Workers Social Insurance Fund, opening a new position worth an estimated $45.9M. The largest seller was Prudential plc, exiting entirely with an estimated $5.49M sold.
- 237 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q1 2023, up from 225 in Q4 2022.
- Funds reported $905M of Invesco Aerospace & Defense ETF stock for Q1 2023, up 20% quarter-over-quarter.
- 42 funds opened new Invesco Aerospace & Defense ETF positions in Q1 2023 and 25 closed out, a net change of +17 holders.
- The largest Invesco Aerospace & Defense ETF buyer in Q1 2023 was Mivtachim The Workers Social Insurance Fund, an estimated $45.9M added.
- The largest Invesco Aerospace & Defense ETF seller in Q1 2023 was Prudential plc, an estimated $5.49M sold.
Based on aggregated 13F filings for Q1 2023.