PPA icon

Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

232 hedge funds and large institutions have $972M invested in Invesco Aerospace & Defense ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.66%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
22
Increased
89
Reduced
71
Closed
24
Calls
$206M
Puts
$122M
Net Calls
+$84.4M
Net Calls Change
+$79.9M

Top Buyers

1
AWM
1
Activest Wealth Management
Florida
$32.2M
2
MMA
2
Miracle Mile Advisors
California
$42.6M
3
LPL Financial
3
LPL Financial
California
$80.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$120M
5
CWM
5
Castle Wealth Management
Florida
$2.9M

Top Sellers

1
MTWSIF
1
Mivtachim The Workers Social Insurance Fund
Israel
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.6M
3
UAS
3
United Asset Strategies
New York
$260K
4
SI
4
Stephens Inc
Arkansas
$766K
5
VFM
5
Valley Financial Management
New York
$7.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
176
SignatureFD
Georgia
$72.4K +$42.3K +501 +141%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$67.6K +$8.45K +100 +14%
CFGS
178
Concourse Financial Group Securities
Alabama
$65.5K -$13.8K -163 -17%
GWSG
179
GPS Wealth Strategies Group
Colorado
$57.2K -$53.6K -634 -48%
TSWM
180
Tyler-Stone Wealth Management
Ohio
$56K +$56K +658 New
PMFA
181
Plante Moran Financial Advisors
Michigan
$53.6K +$53.6K +635 New
AA
182
Ancora Advisors
Ohio
$52.7K – – –
BWA
183
BDO Wealth Advisors
Florida
$50.7K – – –
HNB
184
Huntington National Bank
Ohio
$50.7K -$48.3K – –
BCM
185
Barometer Capital Management
Ontario, Canada
$49K -$98K -1,160 -67%
NSIM
186
North Star Investment Management
Illinois
$47.7K – – –
SSB
187
Sandy Spring Bank
Maryland
$46.5K – – –
WIM
188
Westside Investment Management
California
$42.2K – – –
William Blair & Company
189
William Blair & Company
Illinois
$38.4K – – –
AF
190
Allworth Financial
California
$36.9K – – –
CA
191
Clearstead Advisors
Ohio
$35.1K – – –
US Bancorp
192
US Bancorp
Minnesota
$34K +$5.24K +62 +18%
BCMLT
193
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.4K -$8.45K -100 -21%
CWA
194
Clearview Wealth Advisors
Oregon
$29.7K +$84 +1 +0.3%
CIA
195
Cape Investment Advisory
Georgia
$27.5K +$4.48K +53 +19%
TWM
196
Tradition Wealth Management
Minnesota
$27K – – –
PA
197
PSI Advisors
Florida
$26.3K – – –
GT
198
Glenmede Trust
Pennsylvania
$26.2K – – –
FFL
199
Financial Freedom LLC
Ohio
$24.6K – – –
IF
200
Integrity Financial
Wyoming
$24.5K – – –
6 7
8
9 10