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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$162M 2,034,521 +479,203 +31%
Morgan Stanley
2
Morgan Stanley
New York
$117M 1,465,527 +49,764 +4%
LPL Financial
3
LPL Financial
California
$81.5M 1,020,947 +72,377 +8%
STA
4
Summit Trail Advisors
New York
$47.5M 595,134 +4,952 +0.8%
MMA
5
Miracle Mile Advisors
California
$39.8M 498,940 -5,116 -1%
MCM
6
MAI Capital Management
Ohio
$34M 426,632 +8,241 +2%
Wells Fargo
7
Wells Fargo
California
$28.3M 354,366 -33,390 -9%
HighTower Advisors
8
HighTower Advisors
Illinois
$27.7M 347,336 +11,017 +3%
MIH
9
Meitav Investment House
Israel
$25M 310,627 -33,740 -10%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$19.6M 245,577 +1,090 +0.4%
AWM
11
Axxcess Wealth Management
California
$18.3M 229,932 +157,931 +219%
Corient Private Wealth
12
Corient Private Wealth
Florida
$18.1M 226,527 -1,616 -0.7%
UBS Group
13
UBS Group
Switzerland
$16.7M 209,466 -6,419 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$16.1M 202,247 +5,257 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$15M 187,445 -104,048 -36%
CAAS
16
Capital Asset Advisory Services
Michigan
$14.5M 173,554 +173,554 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$13.7M 172,091 -1,110 -0.6%
KHLMVGHM
18
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$13.4M 166,184 – –
SFS
19
Searcy Financial Services
Kansas
$10.8M 135,576 +388 +0.3%
Ameriprise
20
Ameriprise
Minnesota
$10.7M 133,572 +6,624 +5%
Truist Financial
21
Truist Financial
North Carolina
$10.3M 129,383 -4,896 -4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$10.3M 128,785 -877 -0.7%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$7.84M 99,376 -1,795 -2%
CW
24
Connectus Wealth
Ohio
$7.56M 94,689 -6,076 -6%
CAN
25
Cetera Advisor Networks
California
$6.87M 86,100 +29,123 +51%
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