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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

159 hedge funds and large institutions have $360M invested in Invesco Aerospace & Defense ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+24
Holders Change %
+17.78%
% of All Funds
3.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
57
Reduced
31
Closed
12
Calls
$1.58M
Puts
$683K
Net Calls
+$899K
Net Calls Change
+$1.09M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$9.47M
2
M&T Bank
M&T Bank
New York
$6.17M
3
LPL Financial
LPL Financial
California
$23.5M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$6.12M
5
FMP
Financial Management Professionals
Texas
$3.43M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$51K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$2.27M
4
BCM
Barometer Capital Management
Ontario, Canada
$0
5
Wells Fargo
Wells Fargo
California
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
151
Winslow Evans & Crocker
Massachusetts
$6K +$1.5K +20 +33%
WCG
152
Weaver Consulting Group
California
$5K – – –
VFA
153
Valeo Financial Advisors
Indiana
$5K – – –
TAM
154
Townsend Asset Management
North Carolina
$5K +$5K +68 New
BW
155
Bison Wealth
Georgia
$5K +$5K +68 New
LPWM
156
Lake Point Wealth Management
Texas
$5K +$5K +75 New
IFWM
157
Institute for Wealth Management
Colorado
$5K +$5K +75 New
CAAS
158
Capital Asset Advisory Services
Michigan
$2K +$2K +21 New
CWC
159
Carolinas Wealth Consulting
North Carolina
$1K +$1K +29 New
Manulife (Manufacturers Life Insurance)
160
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$8.16M -120,665 Closed
BCM
161
Barometer Capital Management
Ontario, Canada
– -$2.3M -34,000 Closed
CF
162
Centaurus Financial
California
– -$1.11M -16,355 Closed
QAM
163
Q3 Asset Management
Michigan
– -$960K -14,165 Closed
VAS
164
Vestmark Advisory Solutions
Massachusetts
– -$503K -7,428 Closed
CA
165
Calton & Associates
Florida
– -$384K -5,676 Closed
BRWM
166
B. Riley Wealth Management
Tennessee
– -$373K -5,503 Closed
ACM
167
Avalon Capital Management
California
– -$231K -3,408 Closed
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
– -$81K -1,200 Closed
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
– -$34K -506 Closed
UBS AM
170
UBS AM
Illinois
– -$23.4K -346 Closed
FDCDDQ
171
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$2.44K -36 Closed
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