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Sunday, August 23, 2026The Morning Brief →Sign in

Invesco Aerospace & Defense ETF

$173.67-0.06% today
14618652-WK

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is composed of common stocks of companies that are systematically important to the defense sector and are involved with the development, manufacture, operation and support of U.S. defense, military, national/homeland security, and government space operations. The fund is non-diversified.

Price & daily flows
177.1165.9154.6Fri Aug 21 · Data Centers Move From Grid Tenants to Power OwnersFri Aug 21 · Hindustan Power lines up IREDA debt for 300 MW Uttar Pradesh solarFri Aug 21 · Macquarie sells Polish fiber to fund data center pushFri Aug 21 · A 114 MWp solar park in Germany goes live, supplying Shell and Finanz InformatikFri Aug 21 · Egypt grants a golden licence, and little else173.67DAILY NET FLOWAug 22Dec 19Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN · NET +$943M OVER THIS RANGE

The desk’s read

Money keeps arriving — +$54M of net buying over the past month, about 0.7% of the fund's asset base, while the price has returned +7.8% so far this year. At 0.58% a year it is not the cheapest way in — EFRA runs the same ground at 0.47%.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$8.3Bassets under management
0.58%expense ratio · $58 per $10,000 a year
+$54Mnet flow, trailing month
179Kavg daily volume, 30 days
53holdings · US-domiciled
2005listed October 25, 2005 · beta 1.02
The book at a glance
RTX-1.1%GE+1.1%BA-0.4%LMT-1.4%GD-0.5%NOC-2.3%HWM-0.7%AXON+2.2%PH+0.2%LHX-1.4%HONA-0.7%ESLT-0.3%TDG+1.7%APH+2.5%ETN+0.9%PLTR+3.4%RKLB-0.5%ATI-1.1%HEI+1.3%CRS+0.7%CW-2.1%LDOS+0.0%WWD+0.3%CACI+0.2%TXT-1.7%HII-1.1%KTOS+1.8%DRS-0.7%BWXTKEYSVSATMOGASAROCAEBAH

CELL SIZE IS PORTFOLIO WEIGHT · COLOR IS TODAY’S MOVE · TOP 40 POSITIONS

HoldingsDownload CSV
#HoldingWeightPriceDay52-wk
1RTXRAYTHEON TECHNOLOGIES8.25%$209.91-1.1%
2GEGENERAL ELECTRIC6.83%$348.37+1.1%
3BABOEING6.86%$214.20-0.4%
4LMTLOCKHEED MARTIN6.53%$563.57-1.4%
5GDGENERAL DYNAMICS5.02%$384.29-0.5%
6NOCNORTHROP GRUMMAN4.96%$551.03-2.3%
7HWMHOWMET AEROSPACE4.36%$271.68-0.7%
8AXONAXON ENTERPRISE3.73%$627.75+2.2%
9PHPARKER HANNIFIN3.79%$1001.74+0.2%
10LHXL3HARRIS TECHNOLOGIES3.75%$266.73-1.4%
11HONAHoneywell Aerospace3.30%$164.73-0.7%
12ESLTELBIT SYSTEMS3.22%$741.33-0.3%
13TDGTRANSDIGM GROUP2.91%$1200.35+1.7%
14APHAMPHENOL2.41%$157.01+2.5%
15ETNEATON CORP2.16%$419.20+0.9%

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Sector weights
Industrials88.38%
Electronic Technology71.03%
Producer Manufacturing15.89%
Technology11.42%
Information Technology11.19%
Technology Services6.81%
Commercial Services4.23%
Non-Energy Minerals0.83%
Other0.67%
Process Industries0.6%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Country weights
United States97.5%
Ireland3.78%
Israel1.53%
Canada0.96%
Other0.69%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week-6.2%
1 month-0.3%
3 months+2.0%
6 months-2.8%
YTD+7.8%
1 year+18.4%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week+$4M
1 month+$54M
3 months+$38M
YTD+$795M
1 year+$943M

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

Monthly net flows
JunJulAugSepOctFebMarAprMayJunJulAug
DAILY CREATION/REDEMPTION RECORDS, TRAILING TWELVE MONTHS
The risk read
25%realized volatility, 30 days (annualized)
21%realized volatility, 1 year
-13.7%deepest fall from a peak, 1 year
-6.4%where it sits vs. that peak today

The top holding is 8.2% of the book; the top ten carry 54%. Spread across 63+ names, it behaves like roughly 26 equally-weighted positions.

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

Options tape
32calls today
21puts today
0.66put/call ratio
449Kshares traded
Most-traded holdings, options premiumBullishBearish
PLTR PALANTIR$248M$504M
BA BOEING$15M$23M
RKLB ROCKET LAB USA$10M$11M
GE GENERAL ELECTRIC$4M$4M
FLY Firefly Aerospace Inc.$3M$3M

TODAY’S OPTIONS PREMIUM IN THE FUND’S UNDERLYING NAMES

InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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