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Invesco Aerospace & Defense ETF

569 hedge funds and large institutions have $4.12B invested in Invesco Aerospace & Defense ETF in 2026 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 236 increasing their positions, 114 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 34

107% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 114

10% more funds holding

Funds holding: 515569 (+54)

10% more capital invested

Capital invested by funds: $3.75B → $4.12B (+$378M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.02% less ownership

Funds ownership: 54.66%52.64% (-2%)

60% less call options, than puts

Call options by funds: $307M | Put options by funds: $763M

Holders
569
Holders Change
+54
Holders Change %
+10.49%
% of All Funds
7.01%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
99
Increased
236
Reduced
114
Closed
34
Calls
$307M
Puts
$763M
Net Calls
-$456M
Net Calls Change
-$453M
Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
101
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.48M -$24.3K -139 -0.7%
TWP
102
Tempus Wealth Planning
California
$3.47M +$112K +640 +3%
PCM
103
Penserra Capital Management
California
$3.46M +$3.65M +20,893 New
MA
104
MONECO Advisors
Connecticut
$3.43M +$529K +3,023 +17%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$3.41M +$574K +3,280 +19%
P
106
&Partners
Tennessee
$3.35M +$316K +1,809 +10%
PWM
107
Peck Wealth Management
New York
$3.31M -$4.2K -24 -0.1%
HWMG
108
Harbour Wealth Management Group
South Carolina
$3.3M -$235K -1,344 -6%
MCG
109
McCollum Christoferson Group
New York
$3.28M +$3.13M +17,885 +929%
AWA
110
Arete Wealth Advisors
Illinois
$3.25M +$2.97M +16,985 +644%
AOWM
111
Asset One Wealth Management
Washington
$3.23M +$181K +1,036 +6%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$3.21M -$245K -1,403 -7%
FFN
113
Focus Financial Network
Minnesota
$3.21M +$141K +807 +4%
WWM
114
Western Wealth Management
Colorado
$3.19M +$1.07M +6,106 +46%
BFG
115
Bleakley Financial Group
New Jersey
$3.18M -$166K -948 -5%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$3.1M +$957K +5,472 +41%
William Blair & Company
117
William Blair & Company
Illinois
$3.1M +$131K +750 +4%
HBW
118
Hazlett, Burt & Watson
West Virginia
$3.08M +$160K +913 +5%
SWP
119
Stratos Wealth Partners
Ohio
$3.08M +$246K +1,405 +8%
Renaissance Technologies
120
Renaissance Technologies
New York
$3.07M +$2.17M +12,400 +203%
Cerity Partners
121
Cerity Partners
New York
$3.06M -$1.33M -7,596 -29%
Mariner
122
Mariner
Kansas
$3M +$261K +1,494 +9%
PFPG
123
Pinnacle Financial Partners (Georgia)
Georgia
$2.92M -$62.6K -358 -2%
IFG
124
Independent Financial Group
California
$2.84M +$198K +1,130 +7%
WA
125
Waverly Advisors
Alabama
$2.83M +$2.53M +14,495 +559%