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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 %
PA
201
PSI Advisors
Florida
$25K +$25K +311 New
BCWM
202
Bartlett & Co Wealth Management
Ohio
$24.2K – – –
BC
203
Bartlett & Co
Ohio
$24K – – –
FFL
204
Financial Freedom LLC
Ohio
$23.4K +$80 +1 +0.3%
IF
205
Integrity Financial
Wyoming
$23.4K – – –
CIA
206
Cape Investment Advisory
Georgia
$21.9K +$21.9K +272 New
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$20.6K – – –
WAM
208
WFA Asset Management
Wisconsin
$20.2K – – –
Commonwealth Equity Services
209
Commonwealth Equity Services
Massachusetts
$19.1K +$1.33K +16,518 +7%
QCG
210
Quadrant Capital Group
Ohio
$17.2K -$403 -5 -2%
AAMA
211
Advanced Asset Management Advisors
Ohio
$16.3K – – –
WWP
212
WR Wealth Planners
Missouri
$16.1K – – –
BCM
213
Bourgeon Capital Management
Connecticut
$16.1K – – –
FCFS
214
First Command Financial Services
Texas
$15.1K – – –
FCB
215
First Command Bank
Texas
$15.1K – – –
FCA
216
FinTrust Capital Advisors
South Carolina
$14.5K – – –
WT
217
Whittier Trust
California
$11.3K – – –
SIS
218
Strategic Investment Solutions
Illinois
$10.9K +$10.9K +135 New
GWS
219
Glassman Wealth Services
Virginia
$10.7K -$4.03K -50 -27%
LFG
220
Larson Financial Group
Missouri
$8.62K – – –
JFG
221
JDM Financial Group
Texas
$8.14K – – –
NECFA
222
New England Capital Financial Advisors
Connecticut
$8.1K – – –
CTA
223
Colonial Trust Advisors
South Carolina
$8.06K +$1.61K +20 +25%
HI
224
Hoey Investments
Pennsylvania
$7.3K +$1.68K +21 +30%
HGERS
225
Householder Group Estate & Retirement Specialist
Arizona
$7K +$7K +87 New
7 8
9
10 11