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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 %
AWM
51
AE Wealth Management
Kansas
$2.26M -$31.6K -396 -1%
KAS
52
Kestra Advisory Services
Texas
$2.25M +$541K +6,784 +32%
SWP
53
Stratos Wealth Partners
Ohio
$2.22M +$602K +7,538 +37%
OCM
54
Orleans Capital Management
Louisiana
$2.16M -$14K -175 -0.6%
IWM
55
IHT Wealth Management
Illinois
$2.14M +$83.6K +1,047 +4%
D
56
Diversified
Delaware
$2.09M -$119K -1,491 -5%
SWA
57
Stratos Wealth Advisors
Ohio
$1.88M +$22.3K +279 +1%
TRCT
58
Tower Research Capital (TRC)
New York
$1.83M +$1.81M +22,649 +8,327%
EH
59
Equitable Holdings
New York
$1.79M -$628K -7,870 -26%
Two Sigma Investments
60
Two Sigma Investments
New York
$1.79M +$1.79M +22,400 New
AWS
61
Atria Wealth Solutions
New York
$1.75M +$146K +1,833 +9%
AAS
62
Avantax Advisory Services
Texas
$1.67M -$20.9K -262 -1%
Citadel Advisors
63
Citadel Advisors
Florida
$1.65M +$1.65M +20,713 New
SW
64
SMART Wealth
Nebraska
$1.61M -$4.71K -59 -0.3%
GVAG
65
Great Valley Advisor Group
Delaware
$1.6M +$4.07K +51 +0.3%
FHA
66
Flagship Harbor Advisors
Massachusetts
$1.54M +$53.5K +671 +4%
4WM
67
4J Wealth Management
Virginia
$1.5M +$37.1K +465 +3%
JWCA
68
J.W. Cole Advisors
Florida
$1.48M +$747K +9,365 +101%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$1.47M +$47.5K +595 +3%
GWANC
70
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.44M +$22.3K +280 +2%
CA
71
Cetera Advisors
Colorado
$1.36M +$229K +2,868 +20%
FTUS
72
Flow Traders U.S.
New York
$1.35M +$1.35M +16,859 New
WA
73
Wealth Advisors
California
$1.33M – – –
NP
74
Nilsine Partners
Colorado
$1.26M +$19.6K +245 +2%
EIP
75
Ellis Investment Partners
Pennsylvania
$1.25M -$145K -1,813 -10%
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