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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

239 hedge funds and large institutions have $964M invested in Invesco Aerospace & Defense ETF in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+7
Holders Change %
+3.02%
% of All Funds
3.81%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
30
Increased
86
Reduced
69
Closed
19
Calls
$331M
Puts
$358M
Net Calls
-$27M
Net Calls Change
-$111M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$162M
2
CAAS
2
Capital Asset Advisory Services
Michigan
$14.5M
3
AWM
3
Axxcess Wealth Management
California
$18.3M
4
VWM
4
Valley Wealth Managers
New Jersey
$5.92M
5
LPL Financial
5
LPL Financial
California
$81.5M

Top Sellers

1
AWM
1
Activest Wealth Management
Florida
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$15M
3
MIH
3
Meitav Investment House
Israel
$25M
4
Wells Fargo
4
Wells Fargo
California
$28.3M
5
MMH
5
Menora Mivtachim Holdings
Israel
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
226
SouthState Corp
Florida
$8.38K +$8.38K +105 New
JFG
227
JDM Financial Group
Texas
$8.08K – – –
NECFA
228
New England Capital Financial Advisors
Connecticut
$8.04K – – –
HI
229
Hoey Investments
Pennsylvania
$8.04K – – –
PA
230
PSI Advisors
Florida
$8.02K -$16.9K -211 -68%
HGERS
231
Householder Group Estate & Retirement Specialist
Arizona
$6.99K +$6.99K +87 New
CWC
232
Carolinas Wealth Consulting
North Carolina
$6.11K +$6.11K +75 New
VanEck Associates
233
VanEck Associates
New York
$6K – – –
IHWM
234
Iron Horse Wealth Management
Iowa
$5.67K +$5.67K +71 New
FDCDDQ
235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.79K – – –
YDMI
236
Y.D. More Investments
Israel
$3.99K – – –
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$3.27K – – –
CAM
238
Costello Asset Management
Pennsylvania
$2.39K – – –
CFB
239
Cullen/Frost Bankers
Texas
$1.04K – – –
CP
240
Castleview Partners
Texas
$160 +$160 +2 New
GI
241
Gradient Investments
Minnesota
$23 – – –
AWM
242
Activest Wealth Management
Florida
– -$32.2M -191,732 Closed
BSG
243
Black Swift Group
Colorado
– -$783K -9,275 Closed
SFFS
244
Stonehage Fleming Financial Services
Jersey
– -$718K -8,500 Closed
BWM
245
BigSur Wealth Management
Florida
– -$681K -8,060 Closed
3AM
246
3EDGE Asset Management
Florida
– -$542K -6,417 Closed
WIA
247
World Investment Advisors
California
– -$487K -5,762 Closed
VWA
248
V Wealth Advisors
Kansas
– -$377K -4,468 Closed
VC
249
Veracity Capital
Georgia
– -$260K -3,083 Closed
KA
250
Kovack Advisors
Florida
– -$204K -2,417 Closed
7 8 9
10
11