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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 %
OPS
151
Orion Portfolio Solutions
Nebraska
$248K +$4.07K +51 +2%
BCI
152
Brinker Capital Investments
Pennsylvania
$248K +$4.07K +51 +2%
UAS
153
United Asset Strategies
New York
$241K -$4.31K -54 -2%
SCA
154
Snowden Capital Advisors
New York
$240K -$353K -4,423 -60%
MA
155
Mutual Advisors
Nebraska
$233K -$96.2K -1,206 -29%
AssetMark Inc
156
AssetMark Inc
California
$228K +$228K +2,862 New
SG
157
StoneX Group
New York
$221K +$221K +2,774 New
LI
158
LVZ Inc
Michigan
$221K – – –
WI
159
WBI Investments
New Jersey
$220K -$35K -439 -14%
SMC
160
Smith, Moore & Co
Missouri
$216K +$3.35K +42 +2%
RIA
161
Regal Investment Advisors
Michigan
$215K +$215K +2,690 New
GWM
162
Geneos Wealth Management
Colorado
$214K – – –
VAG
163
VisionPoint Advisory Group
Texas
$209K +$112K +1,408 +116%
IAIM
164
International Assets Investment Management
Florida
$207K +$207K +2,585 New
TNA
165
True North Advisors
Texas
$203K – – –
Fidelity Investments
166
Fidelity Investments
Massachusetts
$198K -$16.8K -210 -8%
BFEC
167
Benjamin F. Edwards & Company
Missouri
$194K +$38.2K +478 +25%
AAG
168
Armstrong Advisory Group
Massachusetts
$193K – – –
IA
169
IFP Advisors
Florida
$184K -$543K -6,804 -75%
KHC
170
Koesten Hirschmann & Crabtree
Kansas
$171K – – –
CF
171
Centaurus Financial
California
$170K +$8.48K +106 +5%
PMAM
172
Picton Mahoney Asset Management
Ontario, Canada
$168K – – –
HIA
173
Harbor Investment Advisory
Maryland
$158K – – –
GRP
174
Global Retirement Partners
California
$151K +$9.49K +121 +7%
SFC
175
SYM Financial Corp
Indiana
$138K +$138K +1,725 New
5 6
7
8 9