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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
SFC
401
SYM Financial Corp
Indiana
$162K
CLOS
402
Compagnie Lombard Odier SCmA
Switzerland
$157K
MO
403
McMillan Office
Michigan
$157K +$154K +1,000 New
EWA
404
EverSource Wealth Advisors
Alabama
$143K -$2.71M -17,601 -95%
SIS
405
Strategic Investment Solutions
Illinois
$139K +$15.4K +100 +13%
RWM
406
RMG Wealth Management
Wisconsin
$125K +$397K +2,573 New
ACA
407
Aptus Capital Advisors
Alabama
$120K -$3.7K -24 -3%
AssetMark Inc
408
AssetMark Inc
California
$120K +$2.31K +15 +2%
GT
409
Glenmede Trust
Pennsylvania
$117K +$116K +750 New
WT
410
Whittier Trust
California
$114K
SWM
411
SHP Wealth Management
Massachusetts
$113K +$112K +724 New
WSFS
412
Wilmington Savings Fund Society
Delaware
$107K
NFSG
413
Newbridge Financial Services Group
Florida
$106K -$75.4K -489 -42%
AWM
414
Activest Wealth Management
Florida
$105K
MAS
415
MPWM Advisory Solutions
Georgia
$104K +$103K +666 New
PMFA
416
Plante Moran Financial Advisors
Michigan
$99.5K
RFG
417
REAP Financial Group
Texas
$98.2K +$77.1K +500 +394%
AEPWM
418
Atlantic Edge Private Wealth Management
Florida
$94K
RPCA
419
Running Point Capital Advisors
California
$93.7K
CA
420
Clearstead Advisors
Ohio
$92.1K
SS
421
Sunbelt Securities
Texas
$90.7K -$2.16K -14 -2%
NSIM
422
North Star Investment Management
Illinois
$88.5K
GIA
423
GHP Investment Advisors
Colorado
$78.5K
WIM
424
Westside Investment Management
California
$78.3K
SAM
425
Smartleaf Asset Management
Massachusetts
$76.4K +$74.6K +484 New