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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.

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 %
PPWM
101
Paragon Private Wealth Management
Kentucky
$584K -$1.1K -13 -0.2%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$573K -$7.86K -93 -1%
3AM
103
3EDGE Asset Management
Florida
$542K -$2.25M -26,663 -81%
FFN
104
Focus Financial Network
Minnesota
$529K -$20.6K -244 -4%
Creative Planning
105
Creative Planning
Kansas
$504K – – –
WIA
106
World Investment Advisors
California
$487K -$43.6K -516 -8%
ASN
107
Advisory Services Network
Georgia
$484K -$43K -509 -8%
EM
108
ELCO Management
New York
$469K – – –
M&T Bank
109
M&T Bank
New York
$465K – – –
WS
110
Wedbush Securities
California
$443K -$1.69K -20 -0.4%
HWAM
111
Hennion & Walsh Asset Management
New Jersey
$440K -$27.9K -330 -6%
AIFAIM
112
American Institute for Advanced Investment Management
Arizona
$438K +$76K +900 +21%
TCWM
113
Total Clarity Wealth Management
Illinois
$437K +$3.13K +37 +0.7%
AL
114
Aspiriant LLC
California
$432K +$10.4K +123 +2%
RF
115
Rollins Financial
Georgia
$429K -$198K -2,340 -32%
PJSIMP
116
P.J. Schmidt Investment Management (PJS)
Wisconsin
$425K -$15.3K -181 -3%
CIAS
117
Capital Investment Advisory Services
North Carolina
$411K +$422 +5 +0.1%
CFCI
118
Comprehensive Financial Consultants Institutional
Indiana
$410K +$20.2K +238 +5%
SB
119
Strategic Blueprint
Georgia
$405K +$49.8K +590 +14%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$401K +$379K +4,465 +1,744%
RZH
121
Relyea Zuckerberg Hanson
Connecticut
$390K – – –
AWA
122
Arkadios Wealth Advisors
Georgia
$389K +$13.1K +155 +3%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$383K +$64.8K +768 +20%
FHC
124
First Heartland Consultants
Missouri
$381K +$130K +1,541 +52%
VWA
125
V Wealth Advisors
Kansas
$377K -$235K -2,783 -38%
3 4
5
6 7