Invesco Aerospace & Defense ETF
391 hedge funds and large institutions have $2.36B invested in Invesco Aerospace & Defense ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 170 increasing their positions, 91 reducing their positions, and 26 closing their positions.
146% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 26
89% more call options, than puts
Call options by funds: $128M | Put options by funds: $67.8M
87% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 91
7% more funds holding
Funds holding: 365 → 391 (+26)
2% more capital invested
Capital invested by funds: $2.31B → $2.36B (+$51.1M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
1.79% less ownership
Funds ownership: 52.04% → 50.25% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$13.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$12.1M |
| 3 |
Morgan Stanley
New York
|
+$9.13M |
| 4 |
AWA
Adapt Wealth Advisors
Atlanta,
Georgia
|
+$7.39M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$7.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$32.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$24.3M |
| 3 |
DCM
DME Capital Management
New York
|
-$21M |
| 4 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$12.4M |
| 5 |
MCM
MAI Capital Management
Independence,
Ohio
|
-$11.5M |
PPA Hedge Fund Activity: Q4 2024 in Review
391 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q4 2024, worth a combined $2.36B — up 2.2% from $2.31B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new PPA positions and 26 closed out — a net gain of 38 holders — while 170 added to existing stakes and 91 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $13.1M. The largest seller was International Assets Investment Management, cutting an estimated $32.4M.
- 391 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q4 2024, up from 365 in Q3 2024.
- Funds reported $2.36B of Invesco Aerospace & Defense ETF stock for Q4 2024, up 2.2% quarter-over-quarter.
- 64 funds opened new Invesco Aerospace & Defense ETF positions in Q4 2024 and 26 closed out, a net change of +38 holders.
- The largest Invesco Aerospace & Defense ETF buyer in Q4 2024 was Carson Wealth (CWM LLC), an estimated $13.1M added.
- The largest Invesco Aerospace & Defense ETF seller in Q4 2024 was International Assets Investment Management, an estimated $32.4M sold.
Based on aggregated 13F filings for Q4 2024.