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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 %
BAM
176
Bellevue Asset Management
Washington
$130K +$80 +1 +0.1%
NS
177
NBC Securities
Alabama
$129K +$129K +1,626 New
NA
178
NewEdge Advisors
Louisiana
$126K -$740K -9,278 -85%
CAS
179
Coppell Advisory Solutions
Texas
$126K -$8.47K -108 -6%
AF
180
Allworth Financial
California
$119K +$84.2K +1,055 +241%
BCV
181
Banque Cantonale Vaudoise
Switzerland
$104K – – –
PTC
182
Private Trust Company
Ohio
$103K -$87.1K -1,092 -46%
PA
183
Parallel Advisors
California
$102K -$399 -5 -0.4%
HBW
184
Hazlett, Burt & Watson
West Virginia
$101K – – –
SS
185
Sunbelt Securities
Texas
$90.9K +$80 +1 +0.1%
RIA
186
Realta Investment Advisors
Delaware
$84.9K -$25.3K -300 -23%
OA
187
Operose Advisors
Wisconsin
$79.8K +$79.8K +1,000 New
JPMorgan Chase & Co
188
JPMorgan Chase & Co
New York
$78.9K +$67.4K +845 +587%
ACA
189
Aptus Capital Advisors
Alabama
$70.9K +$80 +1 +0.1%
AA
190
Ancora Advisors
Ohio
$69.7K +$20K +250 +40%
SWM
191
Spire Wealth Management
Virginia
$68.6K -$3.83K -48 -5%
CA
192
Clearstead Advisors
Ohio
$66.4K +$33.2K +416 +100%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$63.8K – – –
TSWM
194
Tyler-Stone Wealth Management
Ohio
$62K +$9.63K +121 +18%
GWSG
195
GPS Wealth Strategies Group
Colorado
$54K – – –
PMFA
196
Plante Moran Financial Advisors
Michigan
$50.7K – – –
HNB
197
Huntington National Bank
Ohio
$47.9K -$50.7K – –
NSIM
198
North Star Investment Management
Illinois
$45.1K – – –
SSB
199
Sandy Spring Bank
Maryland
$43.9K – – –
WIM
200
Westside Investment Management
California
$39.9K – – –
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