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Invesco AI and Next Gen Software ETF

145 hedge funds and large institutions have $247M invested in Invesco AI and Next Gen Software ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11M
2 +$5.28M
3 +$5.11M
4
JSW
Journey Strategic Wealth
New Jersey
+$3.75M
5
Morgan Stanley
Morgan Stanley
New York
+$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
OCG
26
Opus Capital Group
Ohio
$1.35M
BCA
27
Bay Capital Advisors
Virginia
$1.31M
CCFM
28
Clear Creek Financial Management
Washington
$1.29M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.1M
Stifel Financial
30
Stifel Financial
Missouri
$1.08M
PAG
31
Private Advisor Group
New Jersey
$1.02M
MHS
32
M Holdings Securities
Oregon
$966K
P
33
&Partners
Tennessee
$894K
BNMT
34
Bawa N Mallick Trust
New York
$892K
RBWA
35
RFG - Bristol Wealth Advisors
Massachusetts
$849K
HSBC Holdings
36
HSBC Holdings
United Kingdom
$809K
EWA
37
EP Wealth Advisors
California
$804K
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$709K
Truist Financial
39
Truist Financial
North Carolina
$691K
MML Investors Services
40
MML Investors Services
Massachusetts
$666K
QCM
41
Quantinno Capital Management
New York
$628K
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$615K
CAM
43
Cresset Asset Management
Illinois
$603K
FHA
44
Flagship Harbor Advisors
Massachusetts
$587K
PSF
45
Pacific Sun Financial
California
$567K
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$549K
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$541K
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$531K
IA
49
IFG Advisory
Georgia
$522K
SWM
50
SeaCrest Wealth Management
New York
$466K