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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

239 hedge funds and large institutions have $964M invested in Invesco Aerospace & Defense ETF in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+7
Holders Change %
+3.02%
% of All Funds
3.81%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
30
Increased
86
Reduced
69
Closed
19
Calls
$331M
Puts
$358M
Net Calls
-$27M
Net Calls Change
-$111M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$162M
2
CAAS
2
Capital Asset Advisory Services
Michigan
$14.5M
3
AWM
3
Axxcess Wealth Management
California
$18.3M
4
VWM
4
Valley Wealth Managers
New Jersey
$5.92M
5
LPL Financial
5
LPL Financial
California
$81.5M

Top Sellers

1
AWM
1
Activest Wealth Management
Florida
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$15M
3
MIH
3
Meitav Investment House
Israel
$25M
4
Wells Fargo
4
Wells Fargo
California
$28.3M
5
MMH
5
Menora Mivtachim Holdings
Israel
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
126
Capital Investment Advisory Services
North Carolina
$383K -$5.19K -65 -1%
Renaissance Technologies
127
Renaissance Technologies
New York
$383K -$918K -11,500 -71%
SWM
128
SFG Wealth Management
Maryland
$378K +$378K +4,732 New
AWA
129
Arkadios Wealth Advisors
Georgia
$370K +$2.87K +36 +0.8%
RZH
130
Relyea Zuckerberg Hanson
Connecticut
$368K – – –
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$368K +$36.3K +455 +11%
Creative Planning
132
Creative Planning
Kansas
$364K -$112K -1,404 -24%
TCWM
133
Total Clarity Wealth Management
Illinois
$361K -$52K -651 -13%
WS
134
Wedbush Securities
California
$360K -$58.4K -732 -14%
PCIA
135
Prime Capital Investment Advisors
Kansas
$352K +$38.5K +483 +12%
WFC
136
Western Financial Corp
California
$348K +$42.1K +527 +14%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$344K -$4.55K -57 -1%
MWAM
138
Manhattan West Asset Management
California
$334K +$88.6K +1,096 +36%
MWM
139
MinichMacGregor Wealth Management
New York
$313K -$3.75K -47 -1%
NWMG
140
National Wealth Management Group
Ohio
$307K +$2.79K +35 +0.9%
BRWA
141
B. Riley Wealth Advisors
Florida
$306K -$5.91K -74 -2%
LNC
142
Lincoln National Corp
Pennsylvania
$304K +$304K +3,811 New
KW
143
KWB Wealth
California
$294K -$19.1K -226 -6%
CAM
144
Cresset Asset Management
Illinois
$273K – – –
RF
145
Rollins Financial
Georgia
$270K -$136K -1,699 -33%
MW
146
Marcum Wealth
Ohio
$266K – – –
PFA
147
Pettinga Financial Advisors
Indiana
$264K -$14.4K -180 -5%
IA
148
IAM Advisory
Pennsylvania
$256K +$160 +2 +0.1%
VA
149
Valmark Advisers
Ohio
$252K +$239 +3 +0.1%
Wealth Enhancement Advisory Services
150
Wealth Enhancement Advisory Services
Minnesota
$249K +$249K +3,122 New
4 5
6
7 8