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Invesco Aerospace & Defense ETF

512 hedge funds and large institutions have $3.74B invested in Invesco Aerospace & Defense ETF in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 195 increasing their positions, 103 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 → $3.74B (+$92.2M)

0.52% less ownership

Funds ownership: 55.11%54.58% (-0.52%)

5% less call options, than puts

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

Holders
512
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
KF
251
KKM Financial
Illinois
$583K
VA
252
Valmark Advisers
Ohio
$582K
CIA
253
Concurrent Investment Advisors
Florida
$577K
MCWS
254
McKinley Carter Wealth Services
West Virginia
$572K
GCP
255
Guardian Capital (Pennsylvania)
Pennsylvania
$566K
KIM
256
Kane Investment Management
California
$551K
KDA
257
Kraft Davis & Associates
Missouri
$549K
AWM
258
AE Wealth Management
Kansas
$541K
VWA
259
Visionary Wealth Advisors
Illinois
$541K
ISWM
260
Intesa Sanpaolo Wealth Management
$538K
BIG
261
Brookwood Investment Group
Arizona
$535K
LWM
262
LongView Wealth Management
Georgia
$534K
SIG
263
Spinnaker Investment Group
California
$533K
NL
264
NWAM LLC
Washington
$526K
WI
265
WBI Investments
New Jersey
$515K
IA
266
IFC Advisors
California
$510K
KWMG
267
King Wealth Management Group
Florida
$499K
VBCG
268
Valley Brook Capital Group
Pennsylvania
$497K
WSC
269
Wellington Shields & Co
New York
$494K
SIS
270
Sound Income Strategies
Florida
$493K
GWM
271
Geneos Wealth Management
Colorado
$485K
CVA
272
Central Valley Advisors
California
$474K
MWM
273
Mission Wealth Management
California
$470K
NRI
274
NFP Retirement Inc
California
$446K
PI
275
PFG Investments
New York
$440K