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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
RFS
76
RM Financial Services
Maine
$4.79M +$4.72M +30,598 New
HEM
77
Henson-Edgewater Management
Ohio
$4.76M +$4.69M +30,390 New
SFS
78
Sowell Financial Services
Arkansas
$4.74M +$792K +5,138 +20%
SG
79
StoneX Group
New York
$4.74M +$504K +3,269 +12%
CFD
80
Creative Financial Designs
Indiana
$4.71M -$115K -746 -2%
WWM
81
WT Wealth Management
Arizona
$4.59M -$2.61M -16,949 -37%
KAS
82
KPP Advisory Services
Kentucky
$4.57M +$825K +5,352 +22%
PSF
83
Pacific Sun Financial
California
$4.56M +$4.47K +29 +0.1%
GRWP
84
Green Ridge Wealth Planning
New Jersey
$4.56M +$4.49M +29,088 New
Cerity Partners
85
Cerity Partners
New York
$4.1M +$161K +1,046 +4%
CAL
86
Capital Advisors Ltd
Ohio
$4.01M -$80K -519 -2%
PAS
87
Park Avenue Securities
New York
$3.97M +$80.3K +521 +2%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$3.87M +$3.81M +24,686 New
HI
89
Harbour Investments
Wisconsin
$3.85M +$203K +1,314 +6%
GSWM
90
Golden State Wealth Management
California
$3.81M -$53.2K -345 -1%
Baird Financial Group
91
Baird Financial Group
Wisconsin
$3.76M -$1.28M -8,332 -26%
DE
92
Diversified Enterprises
Delaware
$3.73M -$9.56K -62 -0.3%
T
93
Tidemark
California
$3.53M +$258K +1,676 +8%
JWS
94
Juncture Wealth Strategies
Arizona
$3.5M +$3.44M +22,320 New
MFG
95
Merit Financial Group
Georgia
$3.42M +$278K +1,801 +9%
HWMG
96
Harbour Wealth Management Group
South Carolina
$3.33M +$3.28M +21,240 New
PJSIMP
97
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.31M +$310K +2,008 +11%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$3.26M -$1.53M -9,913 -32%
TWP
99
Tempus Wealth Planning
California
$3.18M +$601K +3,900 +24%
BFG
100
Bleakley Financial Group
New Jersey
$3.15M