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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

284 hedge funds and large institutions have $1.52B invested in Invesco Aerospace & Defense ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+45
Holders Change %
+18.83%
% of All Funds
4.16%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
62
Increased
122
Reduced
59
Closed
15
Calls
$286M
Puts
$280M
Net Calls
+$5.43M
Net Calls Change
+$32.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$275M
2
Bank of America
Bank of America
North Carolina
$232M
3
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$34.3M
4
PS
Portfolio Strategies
New York
$30.3M
5
GC
Greenlight Capital
New York
$17.1M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16M
2
TRCT
Tower Research Capital (TRC)
New York
$35.5K
3
Two Sigma Investments
Two Sigma Investments
New York
$267K
4
SWP
Stratos Wealth Partners
Ohio
$826K
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WFC
151
Western Financial Corp
California
$390K -$12.5K -136 -3%
AFP
152
Ausdal Financial Partners
Iowa
$382K +$382K +4,146 New
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$367K +$79.4K +862 +28%
TA
154
Tactive Advisors
Florida
$363K +$363K +3,940 New
BRWA
155
B. Riley Wealth Advisors
Florida
$354K +$92 +1 +0%
MWM
156
MinichMacGregor Wealth Management
New York
$351K -$10.6K -115 -3%
WI
157
WBI Investments
New Jersey
$335K +$80.9K +878 +32%
SCA
158
Snowden Capital Advisors
New York
$328K +$51.1K +555 +18%
GA
159
Geller Advisors
New York
$326K +$326K +3,537 New
Jones Financial Companies
160
Jones Financial Companies
Missouri
$325K +$325K +3,528 New
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$316K -$120K -1,300 -28%
MW
162
Marcum Wealth
Ohio
$307K – – –
PFA
163
Pettinga Financial Advisors
Indiana
$298K -$6.91K -75 -2%
SG
164
StoneX Group
New York
$297K +$41.6K +451 +16%
IA
165
IAM Advisory
Pennsylvania
$297K +$1.2K +13 +0.4%
GRP
166
Global Retirement Partners
California
$296K +$124K +1,384 +72%
VA
167
Valmark Advisers
Ohio
$288K -$3.87K -42 -1%
DAS
168
Dynamic Advisor Solutions
Arizona
$286K +$286K +3,173 New
MCWS
169
McKinley Carter Wealth Services
West Virginia
$280K +$280K +3,037 New
Fidelity Investments
170
Fidelity Investments
Massachusetts
$279K +$51.1K +554 +22%
Two Sigma Investments
171
Two Sigma Investments
New York
$267K -$1.8M -19,500 -87%
DWA
172
Divergent Wealth Advisors
Utah
$260K +$260K +2,817 New
RF
173
Rollins Financial
Georgia
$259K -$53K -575 -17%
RFA
174
Rollins Financial Advisors
New York
$259K +$259K +2,806 New
SMC
175
Smith, Moore & Co
Missouri
$258K +$8.3K +90 +3%
5 6
7
8 9