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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

232 hedge funds and large institutions have $972M invested in Invesco Aerospace & Defense ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.66%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
22
Increased
89
Reduced
71
Closed
24
Calls
$206M
Puts
$122M
Net Calls
+$84.4M
Net Calls Change
+$79.9M

Top Buyers

1
AWM
1
Activest Wealth Management
Florida
$32.2M
2
MMA
2
Miracle Mile Advisors
California
$42.6M
3
LPL Financial
3
LPL Financial
California
$80.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$120M
5
CWM
5
Castle Wealth Management
Florida
$2.9M

Top Sellers

1
MTWSIF
1
Mivtachim The Workers Social Insurance Fund
Israel
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.6M
3
UAS
3
United Asset Strategies
New York
$260K
4
SI
4
Stephens Inc
Arkansas
$766K
5
VFM
5
Valley Financial Management
New York
$7.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
51
Creative Financial Designs
Indiana
$2.34M +$2.34M +27,759 New
D
52
Diversified
Delaware
$2.34M -$90K -1,065 -4%
OCM
53
Orleans Capital Management
Louisiana
$2.3M -$59.1K -700 -3%
IWM
54
IHT Wealth Management
Illinois
$2.18M +$7.1K +84 +0.3%
SWA
55
Stratos Wealth Advisors
Ohio
$1.97M +$1.97M +23,313 New
KAS
56
Kestra Advisory Services
Texas
$1.81M +$487K +5,766 +37%
AAS
57
Avantax Advisory Services
Texas
$1.79M +$37.9K +449 +2%
SW
58
SMART Wealth
Nebraska
$1.71M -$496K -5,866 -22%
SWP
59
Stratos Wealth Partners
Ohio
$1.71M +$244K +2,892 +17%
AWS
60
Atria Wealth Solutions
New York
$1.7M +$83K +983 +5%
GVAG
61
Great Valley Advisor Group
Delaware
$1.69M +$69.5K +823 +4%
FHA
62
Flagship Harbor Advisors
Massachusetts
$1.57M +$242K +2,863 +18%
4WM
63
4J Wealth Management
Virginia
$1.55M +$9.04K +107 +0.6%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$1.51M +$54.6K +646 +4%
GWANC
65
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.5M +$122K +1,445 +9%
EIP
66
Ellis Investment Partners
Pennsylvania
$1.47M -$12.6K -149 -0.8%
WA
67
Wealth Advisors
California
$1.42M -$272K -3,200 -16%
Renaissance Technologies
68
Renaissance Technologies
New York
$1.38M +$811K +9,600 +143%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$1.35M +$355K +4,205 +36%
DC
70
Davenport & Co
Virginia
$1.32M +$75K +888 +6%
NP
71
Nilsine Partners
Colorado
$1.31M -$134K -1,589 -9%
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$1.29M -$43.3K -513 -3%
CA
73
Cetera Advisors
Colorado
$1.2M +$716K +8,479 +148%
FAIM
74
Financial Advocates Investment Management
Washington
$1.16M +$18.8K +223 +2%
EWA
75
Evolution Wealth Advisors
Florida
$1.14M – – –
1 2
3
4 5