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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

235 hedge funds and large institutions have $904M invested in Invesco Aerospace & Defense ETF in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 93 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+11
Holders Change %
+4.91%
% of All Funds
3.76%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
42
Increased
93
Reduced
50
Closed
26
Calls
$56.4M
Puts
$52M
Net Calls
+$4.49M
Net Calls Change
+$35.1M

Top Buyers

1
MTWSIF
1
Mivtachim The Workers Social Insurance Fund
Israel
$46.3M
2
Bank of America
2
Bank of America
North Carolina
$123M
3
LPL Financial
3
LPL Financial
California
$64.2M
4
KHLMVGHM
4
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$13.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$103M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$0
2
VFM
2
Valley Financial Management
New York
$12.1M
3
ACM
3
AlphaStar Capital Management
North Carolina
$0
4
CW
4
Connectus Wealth
Ohio
$7.65M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
101
Renaissance Technologies
New York
$540K +$540K +6,700 New
PWM
102
Perigon Wealth Management
California
$536K +$32.2K +400 +6%
FFN
103
Focus Financial Network
Minnesota
$524K +$322 +4 +0.1%
WIA
104
World Investment Advisors
California
$506K -$6.36K -79 -1%
ASN
105
Advisory Services Network
Georgia
$502K +$188K +2,335 +60%
CF
106
Centaurus Financial
California
$487K +$487K +6,043 New
Creative Planning
107
Creative Planning
Kansas
$480K +$480K +5,964 New
IA
108
IAM Advisory
Pennsylvania
$479K +$187K +2,316 +64%
CA
109
Cetera Advisors
Colorado
$460K -$28.5K -354 -6%
EM
110
ELCO Management
New York
$447K -$4.03K -50 -0.9%
HWAM
111
Hennion & Walsh Asset Management
New Jersey
$446K +$168K +2,090 +61%
M&T Bank
112
M&T Bank
New York
$443K – – –
MA
113
Mutual Advisors
Nebraska
$433K +$3.46K +43 +0.8%
WS
114
Wedbush Securities
California
$424K +$424K +5,263 New
BAM
115
Belpointe Asset Management
Nevada
$420K -$156K -1,939 -27%
SFS
116
Sowell Financial Services
Arkansas
$416K +$416K +5,166 New
PJSIMP
117
P.J. Schmidt Investment Management (PJS)
Wisconsin
$415K +$415K +5,198 New
TCWM
118
Total Clarity Wealth Management
Illinois
$414K -$165K -2,043 -28%
Jane Street
119
Jane Street
New York
$408K +$408K +5,065 New
AL
120
Aspiriant LLC
California
$402K -$1.85K -23 -0.5%
CIAS
121
Capital Investment Advisory Services
North Carolina
$392K +$22.5K +279 +6%
HI
122
Harbour Investments
Wisconsin
$391K +$56.5K +701 +17%
NWMG
123
National Wealth Management Group
Ohio
$379K +$77.2K +984 +26%
RZH
124
Relyea Zuckerberg Hanson
Connecticut
$372K – – –
CFCI
125
Comprehensive Financial Consultants Institutional
Indiana
$369K +$4.03K +50 +1%
3 4
5
6 7