We are live on ! Find out more
PPA icon

Invesco Aerospace & Defense ETF
PPA

365 hedge funds and large institutions have $2.31B invested in Invesco Aerospace & Defense ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 152 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 24

77% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 86

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

39% more capital invested

Capital invested by funds: $1.66B → $2.31B (+$648M)

5% more funds holding

Funds holding: 349 → 365 (+16)

1.67% more ownership

Funds ownership: 50.37% → 52.04% (+1.7%)

20% less call options, than puts

Call options by funds: $49.6M | Put options by funds: $62.3M

Holders
365
Holders Change
+16
Holders Change %
+4.58%
% of All Funds
5.24%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
43
Increased
152
Reduced
86
Closed
24
Calls
$49.6M
Puts
$62.3M
Net Calls
-$12.7M
Net Calls Change
+$167M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$366M
2
IAIM
International Assets Investment Management
Florida
+$30M
3
UBS Group
UBS Group
Switzerland
+$28.7M
4
Morgan Stanley
Morgan Stanley
New York
+$13.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$10.9M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$10.4M
2
A
Allianz
Germany
-$9.18M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.42M
4
MCM
MAI Capital Management
Ohio
-$6.93M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$6.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$721M +$366M +3,368,084 +116%
Morgan Stanley
2
Morgan Stanley
New York
$214M +$13.5M +124,543 +7%
LPL Financial
3
LPL Financial
California
$160M +$2.19M +20,169 +1%
UBS Group
4
UBS Group
Switzerland
$74.9M +$28.7M +263,698 +68%
Wells Fargo
5
Wells Fargo
California
$66.9M +$2.36M +21,674 +4%
MMA
6
Miracle Mile Advisors
California
$66.4M -$399K -3,671 -0.6%
STA
7
Summit Trail Advisors
New York
$61.2M -$6.24M -57,408 -10%
HighTower Advisors
8
HighTower Advisors
Illinois
$53.8M -$108K -996 -0.2%
MCM
9
MAI Capital Management
Ohio
$49.7M -$6.93M -63,797 -13%
AWM
10
Axxcess Wealth Management
California
$39.9M +$1.21M +11,122 +3%
CAAS
11
Capital Asset Advisory Services
Michigan
$39.7M +$1.08M +9,925 +3%
MIH
12
Meitav Investment House
Israel
$34.8M – – –
RJA
13
Raymond James & Associates
Florida
$33.6M +$5.47M +50,360 +21%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$32.7M +$10.9M +100,710 +55%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$27.9M -$181K -1,663 -0.7%
National Bank of Canada
16
National Bank of Canada
Quebec, Canada
$26.1M +$5.18M +47,703 +27%
Ameriprise
17
Ameriprise
Minnesota
$25.2M +$1.35M +12,442 +6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$23.4M -$878K -8,080 -4%
DCM
19
DME Capital Management
New York
$21M – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$20.5M -$3.61M -33,227 -16%
KHLMVGHM
21
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$19.1M – – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$18.7M -$18.4K -169 -0.1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$18M -$152K -1,398 -0.9%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$16.9M -$7.42M -68,262 -32%
Stifel Financial
25
Stifel Financial
Missouri
$15.9M -$2.56M -23,509 -15%
1
2 3 4 5

PPA Hedge Fund Activity: Q3 2024 in Review

365 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q3 2024, worth a combined $2.31B — up 39% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PPA positions and 24 closed out — a net gain of 19 holders — while 152 added to existing stakes and 86 trimmed.

The largest buyer was Bank of America, adding an estimated $366M. The largest seller was Corient Private Wealth, cutting an estimated $10.4M.

  • 365 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q3 2024, up from 349 in Q2 2024.
  • Funds reported $2.31B of Invesco Aerospace & Defense ETF stock for Q3 2024, up 39% quarter-over-quarter.
  • 43 funds opened new Invesco Aerospace & Defense ETF positions in Q3 2024 and 24 closed out, a net change of +19 holders.
  • The largest Invesco Aerospace & Defense ETF buyer in Q3 2024 was Bank of America, an estimated $366M added.
  • The largest Invesco Aerospace & Defense ETF seller in Q3 2024 was Corient Private Wealth, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2024.