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

Top Sellers

1
PP
Prudential plc
United Kingdom
$0
2
VFM
Valley Financial Management
New York
$12.1M
3
ACM
AlphaStar Capital Management
North Carolina
$0
4
CW
Connectus Wealth
Ohio
$7.65M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
126
Arkadios Wealth Advisors
Georgia
$358K +$6.12K +76 +2%
SB
127
Strategic Blueprint
Georgia
$339K +$132K +1,636 +64%
Citadel Advisors
128
Citadel Advisors
Florida
$334K +$334K +4,145 New
BRWA
129
B. Riley Wealth Advisors
Florida
$323K +$9.99K +124 +3%
MWM
130
MinichMacGregor Wealth Management
New York
$323K +$11.6K +144 +4%
WFC
131
Western Financial Corp
California
$317K +$317K +3,940 New
Belvedere Trading
132
Belvedere Trading
Illinois
$308K +$307K +3,814 +54,486%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$304K -$43.8K -543 -13%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$294K +$126K +1,569 +76%
OPS
135
Orion Portfolio Solutions
Nebraska
$283K +$42.5K +528 +18%
BCI
136
Brinker Capital Investments
Pennsylvania
$283K +$283K +3,515 New
PMAM
137
Picton Mahoney Asset Management
Ontario, Canada
$274K +$161K +2,000 +143%
WI
138
WBI Investments
New Jersey
$274K +$274K +3,397 New
AIFAIM
139
American Institute for Advanced Investment Management
Arizona
$269K -$47.9K -765 -15%
MW
140
Marcum Wealth
Ohio
$269K +$269K +3,335 New
MWAM
141
Manhattan West Asset Management
California
$268K +$268K +3,326 New
VC
142
Veracity Capital
Georgia
$266K +$266K +3,301 New
PFA
143
Pettinga Financial Advisors
Indiana
$264K +$264K +3,275 New
MC
144
Moors & Cabot
Massachusetts
$262K -$37.1K -460 -12%
VA
145
Valmark Advisers
Ohio
$254K -$120K -1,491 -32%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$250K +$161 +2 +0.1%
Simplex Trading
147
Simplex Trading
Illinois
$247K +$247K +3,074 New
CAM
148
Cresset Asset Management
Illinois
$245K +$245K +3,037 New
BFM
149
Boothbay Fund Management
New York
$242K +$242K +3,000 New
FHC
150
First Heartland Consultants
Missouri
$239K +$239K +2,967 New
4 5
6
7 8