Invesco Aerospace & Defense ETF (PPA) Institutional Ownership

$104.87
-0.34 (-0.32%)
(As of 05/10/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco Aerospace & Defense ETF (NYSEARCA:PPA)

Number of
Institutional Buyers
(last 12 months)
160
Total
Institutional Inflows
(last 12 months)
$369.77M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$60.75M
Get PPA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Aerospace & Defense ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PPA Institutional Buying and Selling by Quarter

Invesco Aerospace & Defense ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/11/2024Jacobi Capital Management LLC9,042$918K0.1%+2.4%0.030%
5/10/2024Osaic Holdings Inc.221,130$22.46M0.1%+17.3%0.730%
5/9/2024 Blair William & Co. IL8,549$868K0.0%+1,770.7%0.028%
5/9/2024 Picton Mahoney Asset Management2,000$203K0.0%+25.0%0.007%
5/9/2024 Kingsview Wealth Management LLC3,165$321K0.0%+27.4%0.010%
5/8/2024 MAI Capital Management440,366$44.73M0.5%-1.1%1.454%
5/8/2024 Avantax Advisory Services Inc.42,457$4.31M0.0%+11.9%0.140%
5/7/2024 PFG Advisors2,257$229K0.0%N/A0.007%
5/7/2024 Oppenheimer & Co. Inc.29,930$3.04M0.1%-9.6%0.099%
5/7/2024 SG Americas Securities LLC3,770$383K0.0%N/A0.012%
5/6/2024 Envestnet Portfolio Solutions Inc.2,376$241K0.0%N/A0.008%
5/6/2024 SYM FINANCIAL Corp1,675$170K0.0%-14.1%0.006%
5/6/2024 MGB Wealth Management LLC10,404$1.06M0.4%+9.6%0.034%
5/4/2024 Valley Wealth Managers Inc.83,769$8.51M0.6%-43.2%0.277%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.4,432$450K0.2%-3.7%0.015%
5/3/2024 Whittier Trust Co.680$69K0.0%+385.7%0.002%
5/2/2024 Diversified LLC25,384$2.58M0.4%-1.0%0.084%
5/2/2024 Valley Brook Capital Group Inc.2,275$231K0.2%N/A0.008%
5/1/2024 StoneX Group Inc.13,330$1.35M0.1%N/A0.044%
5/1/2024 Janney Montgomery Scott LLC75,466$7.67M0.0%-1.1%0.249%
5/1/2024 BNP Paribas Financial Markets2,296$233K0.0%N/A0.008%
5/1/2024 Concourse Financial Group Securities Inc.33,587$3.41M0.2%+8.1%0.111%
5/1/2024 Prosperity Consulting Group LLC2,035$207K0.0%N/A0.007%
5/1/2024 Wambolt & Associates LLC15,631$1.57M0.5%+31.5%0.052%
5/1/2024 Stegent Equity Advisors Inc.16,161$1.64M1.7%+25.5%0.053%
4/30/2024 Private Advisor Group LLC43,820$4.45M0.0%+8.9%0.145%
4/30/2024 J.W. Cole Advisors Inc.25,462$2.59M0.1%+7.0%0.084%
4/30/2024 Arkadios Wealth Advisors7,269$738K0.1%+2.0%0.024%
4/30/2024 Perigon Wealth Management LLC77,405$7.86M0.2%+255.4%0.256%
4/30/2024 Hazlett Burt & Watson Inc.7,213$735K0.4%+276.5%0.024%
4/29/2024Commonwealth Equity Services LLC171,175$17.39M0.0%-1.3%0.565%
4/29/2024 Benjamin F. Edwards & Company Inc.5,461$555K0.0%+106.9%0.018%
4/29/2024 Castle Wealth Management LLC37,932$3.85M2.0%-0.9%0.125%
4/26/2024 Carr Financial Group Corp11,467$1.17M0.4%-5.6%0.039%
4/26/2024 Davies Financial Advisors Inc.2,706$275K0.3%N/A0.009%
4/25/2024 Lindbrook Capital LLC54,153$5.50M0.5%-0.6%0.182%
4/25/2024 Capital Investment Advisory Services LLC4,865$494K0.1%-6.9%0.016%
4/25/2024 Eudaimonia Advisors LLC2,040$207K0.1%N/A0.007%
4/25/2024 Presidio Capital Management LLC70,694$7.18M5.2%+8.2%0.237%
4/25/2024 Cambridge Investment Research Advisors Inc.230,900$23.45M0.1%+7.4%0.775%
The Crypto 9-5 Escape Plan (Ad)

A brand-new guide from the host of one of the world's largest cryptocurrency podcasts lays out an action plan that could help you retire quickly and comfortably in today's crypto market.

Click here to get instant access to the guide
4/24/2024 Spire Wealth Management864$88K0.0%-28.8%0.003%
4/24/2024 Essex Financial Services Inc.3,509$356K0.0%+25.7%0.012%
4/23/2024 Global Retirement Partners LLC4,229$430K0.0%+28.0%0.014%
4/23/2024 United Asset Strategies Inc.2,073$211K0.0%-95.4%0.007%
4/23/2024 Summit Trail Advisors LLC608,332$61.79M1.6%-2.5%2.043%
4/23/2024 Strategic Blueprint LLC5,340$542K0.0%+4.9%0.018%
4/23/2024 Raymond James Financial Services Advisors Inc.204,143$20.74M0.0%-2.0%0.686%
4/22/2024 Nilsine Partners LLC15,364$1.56M0.2%-1.9%0.052%
4/22/2024 PFG Investments LLC6,402$650K0.0%N/A0.021%
4/22/2024 Raymond James & Associates213,356$21.67M0.0%+21.2%0.716%
4/22/2024 American Institute for Advanced Investment Management LLP10,925$1.11M0.9%+12.9%0.037%
4/19/2024 ZRC Wealth Management LLC848$86K0.0%N/A0.003%
4/19/2024 Kovack Advisors Inc.2,486$253K0.0%+13.5%0.008%
4/18/2024 Miracle Mile Advisors LLC565,987$57.49M1.4%+7.6%1.901%
4/18/2024 Pettinga Financial Advisors LLC6,195$629K0.2%+91.8%0.021%
4/16/2024 Searcy Financial Services Inc. ADV132,823$13.49M6.9%-1.2%0.446%
4/16/2024 Bridge Advisory LLC9,687$984K0.5%N/A0.033%
4/16/2024 Capital Asset Advisory Services LLC311,075$31.57M1.8%+17.1%1.045%
4/15/2024 Wealthcare Advisory Partners LLC10,394$1.06M0.0%-3.3%0.035%
4/15/2024 Brookstone Capital Management10,075$1.02M0.0%+22.9%0.034%
4/11/2024 &PARTNERS8,075$820K0.1%N/A0.034%
4/10/2024 Banque Cantonale Vaudoise1,700$173K0.0%+30.8%0.007%
4/5/2024 NBC Securities Inc.3,116$316K0.0%+33.9%0.013%
3/22/2024PNC Financial Services Group Inc.5,316$490K0.0%+4.3%0.023%
3/1/2024Creekmur Asset Management LLC479$44K0.0%N/A0.002%
2/27/2024ARQ Wealth Advisors LLC2,771$255K0.2%N/A0.012%
2/26/2024Centaurus Financial Inc.5,609$517K0.0%+163.8%0.024%
2/16/2024 O Dell Group LLC1,734$160K0.0%N/A0.007%
2/15/2024Greenlight Capital Inc.185,521$17.10M0.8%N/A0.791%
2/15/2024Guardian Wealth Advisors LLC NC16,443$1.52M0.2%-8.9%0.070%
2/14/2024LM Advisors LLC6,000$553K0.1%N/A0.026%
2/14/2024Regal Investment Advisors LLC47,643$4.39M0.3%+1,671.1%0.203%
2/14/2024XML Financial LLC2,655$245K0.0%N/A0.011%
2/14/2024Connectus Wealth LLC94,834$8.74M0.2%+0.2%0.404%
2/13/2024Cetera Advisor Networks LLC114,053$10.51M0.1%+32.5%0.486%
2/13/2024 Oppenheimer & Co. Inc.33,113$3.05M0.1%-8.3%0.141%
2/13/2024Tower Research Capital LLC TRC 385$35K0.0%-98.3%0.002%
2/13/2024Jones Financial Companies Lllp3,528$325K0.0%N/A0.015%
2/12/2024Tradition Wealth Management LLC1,042$96K0.0%+225.6%0.004%
2/12/2024Manhattan West Asset Management LLC2,748$253K0.1%-33.5%0.012%
2/12/2024 Quaker Wealth Management LLC47,687$4.40M2.0%+0.2%0.203%
2/12/2024Focus Financial Network Inc. ADV38,109$3.51M0.1%N/A0.163%
2/12/2024Stifel Financial Corp186,926$17.23M0.0%+171.0%0.797%
2/12/2024Steward Partners Investment Advisory LLC40,481$3.73M0.1%+25.6%0.173%
2/12/2024 Parallel Advisors LLC1,964$181K0.0%+53.7%0.008%
2/9/2024 Advisory Services Network LLC5,040$465K0.0%-7.2%0.021%
2/9/2024 Cambridge Investment Research Advisors Inc.214,902$19.81M0.1%+66.9%0.916%
2/9/2024 WBI Investments LLC3,640$335K0.1%+31.8%0.016%
2/9/2024Tidemark LLC956$88K0.1%N/A0.004%
2/9/2024Divergent Wealth Advisors2,817$260K0.1%N/A0.012%
You need to know these two things about AI stocks ASAP… (Ad)

For 40 years, he's been known as one of the world's most bullish investors. Forbes even referred to him a "perma bull"... But he just shocked the world by issuing a massive bear warning about AI stocks.

Go here now for this breaking story.
2/9/2024 Central Valley Advisors LLC2,520$232K0.1%N/A0.011%
2/9/2024 Assetmark Inc.4,374$403K0.0%+52.8%0.019%
2/9/2024 Corient Private Wealth LLC214,438$19.76M0.0%-5.3%0.914%
2/9/2024Wells Fargo & Company MN469,209$43.24M0.0%+32.4%2.001%
2/9/2024Paragon Private Wealth Management LLC6,066$559K0.4%-12.2%0.026%
2/9/2024UBS Group AG246,057$22.68M0.0%+17.5%1.049%
2/9/2024PNC Financial Services Group Inc.5,316$490K0.0%+4.3%0.023%
2/8/2024 Main Street Financial Solutions LLC9,255$853K0.1%-12.5%0.039%
2/8/2024 Financial Advocates Investment Management18,880$1.61M0.1%+34.7%0.081%
2/8/2024WT Wealth Management35,815$3.30M1.3%+3.8%0.153%
(Data available from 1/1/2016 forward)

PPA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PPA shares?

During the previous two years, 243 institutional investors and hedge funds held shares of Invesco Aerospace & Defense ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($5.41B), Bank of America Corp DE ($94.18M), LPL Financial LLC ($81.47M), Summit Trail Advisors LLC ($61.79M), Miracle Mile Advisors LLC ($57.49M), MAI Capital Management ($44.73M), and Wells Fargo & Company MN ($43.24M).Learn more on PPA's institutional investors.

Which institutional investors have been buying Invesco Aerospace & Defense ETF stock?

Of the 227 institutional investors that purchased Invesco Aerospace & Defense ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management ($946.70K), LPL Financial LLC ($577.71K), Miracle Mile Advisors LLC ($573.74K), Summit Trail Advisors LLC ($525.23K), Bank of America Corp DE ($453.58K), Capital Asset Advisory Services LLC ($311.08K), and Axxcess Wealth Management LLC ($258.38K).

How much institutional buying is happening at Invesco Aerospace & Defense ETF?

Institutional investors have bought a total of 9,073,374 shares in the last 24 months. This purchase volume represents approximately $747.78M in transactions.

Which Invesco Aerospace & Defense ETF major shareholders have been selling company stock?

Of the 111 institutional investors that sold Invesco Aerospace & Defense ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisor Group Holdings Inc. ($399.54K), United Asset Strategies Inc. ($127.61K), Envestnet Asset Management Inc. ($124.17K), Connectus Wealth LLC ($69.87K), Raymond James Financial Services Advisors Inc. ($69.33K), Valley Wealth Managers Inc. ($63.68K), and UBS Group AG ($62.19K).

How much institutional selling is happening at Invesco Aerospace & Defense ETF?

Institutional investors have sold a total of 1,513,414 shares in the last 24 months. This volume of shares sold represents approximately $120.45M in transactions.


This page (NYSEARCA:PPA) was last updated on 5/12/2024 by MarketBeat.com Staff

From Our Partners