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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

336% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 22

88% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 104

15% more funds holding

Funds holding: 446515 (+69)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

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
+69
Holders Change %
+15.47%
% of All Funds
6.27%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.12%
New
96
Increased
196
Reduced
104
Closed
22
Calls
$57.2M
Puts
$60.2M
Net Calls
-$3M
Net Calls Change
+$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
251
Lido Advisors
California
$591K +$60.8K +394 +12%
KF
252
KKM Financial
Illinois
$583K +$3.08K +20 +0.5%
VA
253
Valmark Advisers
Ohio
$582K -$1.39K -9 -0.2%
CIA
254
Concurrent Investment Advisors
Florida
$577K +$49K +318 +9%
MCWS
255
McKinley Carter Wealth Services
West Virginia
$572K
GCP
256
Guardian Capital (Pennsylvania)
Pennsylvania
$566K +$557K +3,615 New
KIM
257
Kane Investment Management
California
$551K -$85.9K -557 -14%
KDA
258
Kraft Davis & Associates
Missouri
$549K +$3.85K +25 +0.8%
AWM
259
AE Wealth Management
Kansas
$541K +$26.2K +170 +5%
VWA
260
Visionary Wealth Advisors
Illinois
$541K -$27.6K -179 -5%
ISWM
261
Intesa Sanpaolo Wealth Management
$538K +$530K +3,436 New
BIG
262
Brookwood Investment Group
Arizona
$535K +$527K +3,415 New
LWM
263
LongView Wealth Management
Georgia
$534K +$154 +1 +0%
SIG
264
Spinnaker Investment Group
California
$533K +$524K +3,400 New
NL
265
NWAM LLC
Washington
$526K +$463K +3,000 New
WI
266
WBI Investments
New Jersey
$515K +$174K +1,127 +52%
IA
267
IFC Advisors
California
$510K
KWMG
268
King Wealth Management Group
Florida
$499K +$492K +3,189 New
VBCG
269
Valley Brook Capital Group
Pennsylvania
$497K +$7.71K +50 +2%
WSC
270
Wellington Shields & Co
New York
$494K +$60.3K +391 +14%
SIS
271
Sound Income Strategies
Florida
$493K +$350K +2,271 +500%
GWM
272
Geneos Wealth Management
Colorado
$485K -$10.9K -71 -2%
CVA
273
Central Valley Advisors
California
$474K
HAG
274
HighPoint Advisor Group
Illinois
$472K +$465K +3,017 New
MWM
275
Mission Wealth Management
California
$470K