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Invesco Aerospace & Defense ETF

515 hedge funds and large institutions have $3.75B invested in Invesco Aerospace & Defense ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 196 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3% more capital invested

Capital invested by funds: $3.65B → $3.75B (+$92.4M)

0.52% less ownership

Funds ownership: 55.19%54.66% (-0.52%)

5% less call options, than puts

Call options by funds: $57.2M | Put options by funds: $60.2M

Holders
515
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.2M
Puts
$60.2M
Net Calls
Net Calls Change

Top Sellers

1 -$38.3M
2 -$18.6M
3 -$12.9M
4
UBS Group
UBS Group
Switzerland
-$6.35M
5
HighTower Advisors
HighTower Advisors
Illinois
-$5.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
251
Lido Advisors
California
$591K
KF
252
KKM Financial
Illinois
$583K
VA
253
Valmark Advisers
Ohio
$582K
CIA
254
Concurrent Investment Advisors
Florida
$577K
MCWS
255
McKinley Carter Wealth Services
West Virginia
$572K
GCP
256
Guardian Capital (Pennsylvania)
Pennsylvania
$566K
KIM
257
Kane Investment Management
California
$551K
KDA
258
Kraft Davis & Associates
Missouri
$549K
AWM
259
AE Wealth Management
Kansas
$541K
VWA
260
Visionary Wealth Advisors
Illinois
$541K
ISWM
261
Intesa Sanpaolo Wealth Management
$538K
BIG
262
Brookwood Investment Group
Arizona
$535K
LWM
263
LongView Wealth Management
Georgia
$534K
SIG
264
Spinnaker Investment Group
California
$533K
NL
265
NWAM LLC
Washington
$526K
WI
266
WBI Investments
New Jersey
$515K
IA
267
IFC Advisors
California
$510K
KWMG
268
King Wealth Management Group
Florida
$499K
VBCG
269
Valley Brook Capital Group
Pennsylvania
$497K
WSC
270
Wellington Shields & Co
New York
$494K
SIS
271
Sound Income Strategies
Florida
$493K
GWM
272
Geneos Wealth Management
Colorado
$485K
CVA
273
Central Valley Advisors
California
$474K
HAG
274
HighPoint Advisor Group
Illinois
$472K
MWM
275
Mission Wealth Management
California
$470K