PPA icon

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 %
IAIM
151
International Assets Investment Management
Florida
$233K -$110K -1,366 -32%
KW
152
KWB Wealth
California
$231K – – –
Goldman Sachs
153
Goldman Sachs
New York
$230K +$230K +2,859 New
LNC
154
Lincoln National Corp
Pennsylvania
$228K +$228K +2,832 New
MCC
155
Money Concepts Capital
Florida
$225K +$29K +387 +15%
LI
156
LVZ Inc
Michigan
$223K – – –
GWM
157
Geneos Wealth Management
Colorado
$216K -$48.3K -600 -18%
SMC
158
Smith, Moore & Co
Missouri
$214K -$161 -2 -0.1%
SG
159
StoneX Group
New York
$207K -$15.8K -196 -7%
EA
160
Eudaimonia Advisors
Tennessee
$206K -$15.5K -192 -7%
TNA
161
True North Advisors
Texas
$205K +$205K +2,549 New
AAG
162
Armstrong Advisory Group
Massachusetts
$199K -$38.3K -475 -16%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$186K +$9.35K +116 +5%
KHC
164
Koesten Hirschmann & Crabtree
Kansas
$173K – – –
AAS
165
Ameritas Advisory Services
Nebraska
$167K -$47.6K -591 -22%
PTC
166
Private Trust Company
Ohio
$161K +$133K +1,657 +487%
HIA
167
Harbor Investment Advisory
Maryland
$159K – – –
BCV
168
Banque Cantonale Vaudoise
Switzerland
$156K – – –
BCM
169
Barometer Capital Management
Ontario, Canada
$140K +$79.7K +990 +132%
GRP
170
Global Retirement Partners
California
$138K +$87.2K +1,099 +173%
BAM
171
Bellevue Asset Management
Washington
$131K – – –
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$110K – – –
GWSG
173
GPS Wealth Strategies Group
Colorado
$106K +$106K +1,311 New
HBW
174
Hazlett, Burt & Watson
West Virginia
$102K – – –
SS
175
Sunbelt Securities
Texas
$90.9K +$90.9K +1,136 New
5 6
7
8 9