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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Bank Of America Corp, Modern Wealth Management, Llc, Raymond James Financial Inc, and Jones Financial Companies Lllp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Howard Financial Services, Ltd.Sell-120-3.9%2,982$526.73KQ2 2026Oct 14, 2026
Envestnet Asset Management IncBuy+20,102+9.1%241,110$42.59MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+1,240—1,240$219.05KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+78+0.8%9,850$1.74MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-15,112-51.8%14,047$2.48MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+1,063+1.0%106,281$18.77MQ2 2026Aug 27, 2026
Mercer Global Advisors IncSell-806-8.6%8,608$1.52MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+35+0.4%8,525$1.51MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+16,483+14.4%130,700$23.09MQ2 2026Aug 18, 2026
Henson-Edgewater Management, LlcSell-230-0.8%29,380$5.42MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+101—101$17.84KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+12,916+10.0%141,541$25.00MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+1,138—1,138$201.08KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+589+9.2%6,971$1.23MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+657,165—657,165$115.80MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+348,807+4.7%7,767,639$1.37BQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+70,966+56.5%196,588$34.73MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+66,418+12.6%594,361$104.99MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+36,674+16.1%265,171$45.49MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+26,643+29.2%117,811$20.81MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+22,526+398.4%28,180$4.98MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+17,804+6.7%284,558$50.28MQ2 2026Aug 14, 2026
Capital Asset Advisory Services LlcBuy+15,240+4.7%340,582$60.16MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+14,462—14,462$2.55MQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-14,281-83.6%2,807$495.79KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+12,924+1.8%749,896$132.47MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdSell-9,609-27.5%25,270$4.46MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+8,657+233.2%12,369$2.18MQ2 2026Aug 14, 2026
Excelsior Advisor Network LlcBuy+7,115—7,115$1.26MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+6,587—6,587$1.16MQ2 2026Aug 14, 2026
Showing 30 of 495

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.