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Invesco Aerospace & Defense ETF
PPA

Overview Fund Activity

224 hedge funds and large institutions have $752M invested in Invesco Aerospace & Defense ETF in 2022 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 76 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+44
Holders Change %
+24.44%
% of All Funds
3.61%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
61
Increased
76
Reduced
29
Closed
12
Calls
$23M
Puts
$53.7M
Net Calls
-$30.7M
Net Calls Change
-$26.5M

Top Buyers

1
STA
Summit Trail Advisors
New York
$45.8M
2
Morgan Stanley
Morgan Stanley
New York
$87.7M
3
MMA
Miracle Mile Advisors
California
$15.7M
4
LPL Financial
LPL Financial
California
$47.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.7M

Top Sellers

1
CWM
Curi Wealth Management
North Carolina
$0
2
Goldman Sachs
Goldman Sachs
New York
$0
3
MIH
Meitav Investment House
Israel
$27.1M
4
CW
Connectus Wealth
Ohio
$12.2M
5
WI
Wintrust Investments
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$94.2M +$8.58M +109,382 +10%
Morgan Stanley
2
Morgan Stanley
New York
$87.7M +$15.7M +200,569 +22%
LPL Financial
3
LPL Financial
California
$47.3M +$9.84M +125,531 +26%
STA
4
Summit Trail Advisors
New York
$45.8M +$22.6M +288,109 +97%
MCM
5
MAI Capital Management
Ohio
$31.6M +$4.63M +59,107 +17%
MIH
6
Meitav Investment House
Israel
$27.1M -$905K -11,533 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$25.2M +$8.59M +109,597 +52%
Wells Fargo
8
Wells Fargo
California
$24.6M +$7.11M +90,749 +41%
Osaic Holdings
9
Osaic Holdings
Arizona
$22.7M +$3.01M +38,395 +15%
HighTower Advisors
10
HighTower Advisors
Illinois
$21.4M +$1.55M +19,730 +8%
Corient Private Wealth
11
Corient Private Wealth
Florida
$18.4M +$18.4M +234,159 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$17.3M +$2.62M +33,455 +18%
VFM
13
Valley Financial Management
New York
$17M +$2.24M +28,544 +15%
UBS Group
14
UBS Group
Switzerland
$16.3M +$4.26M +54,298 +35%
MMA
15
Miracle Mile Advisors
California
$15.7M +$15.7M +199,664 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$14.7M +$9.51M +121,347 +183%
Ameriprise
17
Ameriprise
Minnesota
$13.7M +$7.12M +90,823 +109%
CW
18
Connectus Wealth
Ohio
$12.2M -$725K -9,243 -6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$11.5M +$2.17M +27,635 +23%
Truist Financial
20
Truist Financial
North Carolina
$11.1M +$7.58M +96,713 +213%
SFS
21
Searcy Financial Services
Kansas
$11M -$280K -3,572 -2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$8.51M +$4.69M +59,834 +123%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$8.16M +$1.99M +25,331 +32%
Stifel Financial
24
Stifel Financial
Missouri
$5.89M +$4.18M +53,259 +243%
PCM
25
Presidio Capital Management
California
$5.52M +$5.52M +70,380 New
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