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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 %
S
201
SignatureFD
Georgia
$36.4K -$31.9K -400 -47%
William Blair & Company
202
William Blair & Company
Illinois
$36.4K +$80 +1 +0.2%
US Bancorp
203
US Bancorp
Minnesota
$32.1K – – –
Simplex Trading
204
Simplex Trading
Illinois
$32K +$11K +139 +53%
BCMLT
205
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.4K – – –
TWM
206
Tradition Wealth Management
Minnesota
$26K +$81 +1 +0.3%
CIA
207
Cape Investment Advisory
Georgia
$25.9K – – –
GT
208
Glenmede Trust
Pennsylvania
$25.9K – – –
FFL
209
Financial Freedom LLC
Ohio
$23.3K – – –
IF
210
Integrity Financial
Wyoming
$23.1K – – –
WAM
211
WFA Asset Management
Wisconsin
$20K – – –
QCG
212
Quadrant Capital Group
Ohio
$17.1K – – –
Deutsche Bank
213
Deutsche Bank
Germany
$16.5K +$16.5K +207 New
AAMA
214
Advanced Asset Management Advisors
Ohio
$16.1K – – –
WWP
215
WR Wealth Planners
Missouri
$16K – – –
BCM
216
Bourgeon Capital Management
Connecticut
$16K – – –
FCAS
217
First Command Advisory Services
Texas
$15K +$15K +188 New
FCA
218
FinTrust Capital Advisors
South Carolina
$14.8K – – –
CSPIA
219
Cary Street Partners Investment Advisory
Virginia
$14.4K -$3.99K -50 -22%
MFA
220
McClarren Financial Advisors
Pennsylvania
$13K +$13K +173 New
WT
221
Whittier Trust
California
$11.2K – – –
GWS
222
Glassman Wealth Services
Virginia
$10.6K – – –
S
223
Syntrinsic
Colorado
$9.98K +$9.98K +125 New
DZ Bank
224
DZ Bank
Germany
$9.91K – – –
LFG
225
Larson Financial Group
Missouri
$8.54K – – –
7 8
9
10 11