Invesco Aerospace & Defense ETF
392 hedge funds and large institutions have $2.37B invested in Invesco Aerospace & Defense ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 171 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
88% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 91
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
7% more funds holding
Funds holding: 366 → 392 (+26)
3% more capital invested
Capital invested by funds: $2.31B → $2.37B (+$57.9M)
0.94% less ownership
Funds ownership: 51.38% → 50.44% (-0.94%)
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 |
Bank of America
Charlotte,
North Carolina
|
-$24.3M |
| 2 |
DCM
DME Capital Management
New York
|
-$21M |
| 3 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$12.4M |
| 4 |
MCM
MAI Capital Management
Independence,
Ohio
|
-$11.5M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$9.26M |
PPA Hedge Fund Activity: Q4 2024 in Review
392 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Invesco Aerospace & Defense ETF (PPA) for Q4 2024, worth a combined $2.37B — up 2.5% 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 171 added to existing stakes and 91 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $13.1M. The largest seller was Bank of America, cutting an estimated $24.3M.
- 392 institutional investors held Invesco Aerospace & Defense ETF (PPA) as of Q4 2024, up from 366 in Q3 2024.
- Funds reported $2.37B of Invesco Aerospace & Defense ETF stock for Q4 2024, up 2.5% 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 Bank of America, an estimated $24.3M sold.
Based on aggregated 13F filings for Q4 2024.