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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

115 hedge funds and large institutions have $165M invested in Invesco AI and Next Gen Software ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 13 closing their positions.

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
23
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSW
1
Journey Strategic Wealth
New Jersey
$13.8M
2
UBS Group
2
UBS Group
Switzerland
$44.6M
3
OCM
3
Orser Capital Management
Texas
$1.47M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$1.26M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$953K

Top Sellers

1
MAG
1
Members Advisory Group
New York
$7.25M
2
Jane Street
2
Jane Street
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.13M
4
PCP
4
Proficio Capital Partners
Massachusetts
$295K
5
Bank of America
5
Bank of America
North Carolina
$7.49M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$44.6M 907,257 +195,573 +27%
LPL Financial
2
LPL Financial
California
$15.9M 324,030 +3,899 +1%
Morgan Stanley
3
Morgan Stanley
New York
$13.9M 282,317 -13,966 -5%
JSW
4
Journey Strategic Wealth
New Jersey
$13.8M 281,158 +281,158 New
BMM
5
Berkshire Money Management
Massachusetts
$8.08M 164,343 +6,344 +4%
Bank of America
6
Bank of America
North Carolina
$7.49M 152,432 -17,057 -10%
MAG
7
Members Advisory Group
New York
$7.25M 147,451 -46,561 -24%
Ameriprise
8
Ameriprise
Minnesota
$4.68M 95,227 -8,025 -8%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.13M 69,050 -29,524 -30%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.04M 61,848 -1,972 -3%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$2.83M 58,001 +10,081 +21%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.31M 47,068 -467 -1%
PFT
13
Providence First Trust
Arizona
$2.29M 46,544 -6 -0%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.01M 40,931 +613 +2%
Raymond James Financial
15
Raymond James Financial
Florida
$1.8M 36,688 -6,898 -16%
AAS
16
Avantax Advisory Services
Texas
$1.77M 35,989 +3,441 +11%
KPWS
17
Kestra Private Wealth Services
Texas
$1.71M 34,831 +1,171 +3%
OCM
18
Orser Capital Management
Texas
$1.47M 29,820 +29,820 New
IAP
19
Indie Asset Partners
Indiana
$1.41M 28,612 -4,698 -14%
Corient Private Wealth
20
Corient Private Wealth
Florida
$1.4M 28,414 +1,677 +6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.31M 26,638 +15,711 +144%
KWM
22
Kingsview Wealth Management
Oregon
$1.28M 25,988 -2,587 -9%
DAS
23
Dynamic Advisor Solutions
Arizona
$1.26M 25,625 +25,625 New
HSBC Holdings
24
HSBC Holdings
United Kingdom
$953K 19,400 +19,400 New
RBWA
25
RFG - Bristol Wealth Advisors
Massachusetts
$938K 19,082 +9,400 +97%
1
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