INVESCO AEROSPACE & DEFENSE (PPA) Institutional Ownership Changes & 13F Activity
INVESCO AEROSPACE & DEFENSE (PPA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Wells Fargo & Company/Mn, Ameriprise Financial Inc, Raymond James Financial Inc, and Capital Asset Advisory Services Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cx Institutional | Sell | -411 | -95.6% | 19 | $3.00 | Q3 2026 | Oct 02, 2026 |
| Envestnet Asset Management Inc | Sell | -241,110 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -1,240 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -21 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -9,850 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Sell | -14,047 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -106,281 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Rehmann Capital Advisory Group | Sell | -1,376 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -8,608 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -8,525 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Financial Avengers, Inc. | Sell | -130 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -130,700 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Henson-Edgewater Management, Llc | Sell | -29,380 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Sell | -435 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Sell | -101 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -141,541 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -6,971 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Wny Asset Management, Llc | Sell | -1,138 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -30 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Bank Of America Corp | Sell | -7,767,639 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -749,896 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Sell | -657,165 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -594,361 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Capital Asset Advisory Services Llc | Sell | -340,582 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -284,558 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -265,171 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Mai Capital Management | Sell | -213,597 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -205,124 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -196,588 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -117,811 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
Frequently asked questions about PPA activity
Which institutional owners are buying PPA?
Institutional owners buying PPA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PPA activity?
"Buy" means an investor increased their reported position in PPA compared to the prior reporting period. This reflects growing exposure to INVESCO AEROSPACE & DEFENSE (PPA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PPA increasing?
Institutional interest in PPA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.