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Invesco AI and Next Gen Software ETF

146 hedge funds and large institutions have $257M invested in Invesco AI and Next Gen Software ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

1.43% more ownership

Funds ownership: 37.99%39.42% (+1.4%)

4% more capital invested

Capital invested by funds: $248M → $257M (+$9.59M)

1% less funds holding

Funds holding: 148146 (-2)

Holders
146
Holders Change
-2
Holders Change %
-1.35%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
40
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$1.33M -$249K -3,995 -15%
PAG
27
Private Advisor Group
New Jersey
$1.3M +$332K +5,321 +31%
BCA
28
Bay Capital Advisors
Virginia
$1.27M -$3.37K -54 -0.2%
Stifel Financial
29
Stifel Financial
Missouri
$1.19M +$147K +2,350 +13%
Citadel Advisors
30
Citadel Advisors
Florida
$1.17M -$1.21M -19,379 -49%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.12M +$44K +705 +4%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$887K -$633K -10,145 -40%
BNMT
33
Bawa N Mallick Trust
New York
$871K
HSBC Holdings
34
HSBC Holdings
United Kingdom
$790K
EWA
35
EP Wealth Advisors
California
$785K
MML Investors Services
36
MML Investors Services
Massachusetts
$749K +$105K +1,689 +15%
CA
37
CoreCap Advisors
Michigan
$736K +$791K +12,679 New
Truist Financial
38
Truist Financial
North Carolina
$720K +$48.2K +773 +7%
RBWA
39
RFG - Bristol Wealth Advisors
Massachusetts
$684K -$155K -2,487 -17%
CAM
40
Cresset Asset Management
Illinois
$631K +$45.8K +734 +7%
QCM
41
Quantinno Capital Management
New York
$613K
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$611K +$88.4K +1,418 +16%
CBU
43
CIBC Bancorp USA
Illinois
$610K +$655K +10,500 New
FHA
44
Flagship Harbor Advisors
Massachusetts
$601K +$29.9K +480 +5%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$598K -$727K -11,660 -54%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$598K -$2.99K -48 -0.5%
BIG
47
Brookwood Investment Group
Arizona
$583K +$410K +6,582 +190%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$547K +$31K +497 +6%
PSF
49
Pacific Sun Financial
California
$538K -$16.2K -260 -3%
Creative Planning
50
Creative Planning
Kansas
$470K +$160K +2,569 +46%