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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 %
NFC
26
Northeast Financial Consultants
Connecticut
$6.63M -$9.74K -122 -0.1%
VWM
27
Valley Wealth Managers
New Jersey
$5.92M +$5.92M +74,216 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$5.82M +$105K +1,312 +2%
Stifel Financial
29
Stifel Financial
Missouri
$5.51M +$143K +1,796 +3%
RJA
30
Raymond James & Associates
Florida
$5.29M +$62.8K +787 +1%
PCM
31
Presidio Capital Management
California
$5.14M -$589K -7,383 -10%
MML Investors Services
32
MML Investors Services
Massachusetts
$4.97M +$419K +5,252 +9%
KHLMTHM
33
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.93M – – –
HBWM
34
Hollow Brook Wealth Management
New York
$4.92M +$48.7K +610 +1%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$4.84M +$9.74K +122 +0.2%
LC
36
Lindbrook Capital
California
$4.41M -$15.6K -195 -0.4%
BPA
37
Beacon Pointe Advisors
California
$3.98M +$402K +5,038 +11%
QWM
38
Quaker Wealth Management
New Jersey
$3.8M -$24.9K -312 -0.7%
BCM
39
Beck Capital Management
Texas
$3.63M -$29.8K -373 -0.8%
NEPWA
40
New England Private Wealth Advisors
Massachusetts
$3.15M +$43.7K +548 +1%
PAG
41
Private Advisor Group
New Jersey
$3.12M -$351K -4,402 -10%
CWM
42
Castle Wealth Management
Florida
$3.08M +$347K +4,345 +13%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$3.07M -$853K -10,685 -22%
OC
44
Oppenheimer & Co
New York
$2.88M -$594K -7,442 -17%
WWM
45
WT Wealth Management
Arizona
$2.75M +$2.75M +34,496 New
SPIA
46
Steward Partners Investment Advisory
New York
$2.57M +$304K +3,813 +13%
RAM
47
Riggs Asset Management
Pennsylvania
$2.49M -$34.3K -430 -1%
CFGS
48
Concourse Financial Group Securities
Alabama
$2.48M +$2.42M +30,298 +3,904%
CFD
49
Creative Financial Designs
Indiana
$2.45M +$235K +2,944 +11%
PSF
50
Pacific Sun Financial
California
$2.32M -$65.6K -822 -3%
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