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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 %
PAG
26
Private Advisor Group
New Jersey
$893K 18,169 +1 +0%
CCFM
27
Clear Creek Financial Management
Washington
$889K 18,086 +1,597 +10%
BCA
28
Bay Capital Advisors
Virginia
$876K 17,819 +17,819 New
Stifel Financial
29
Stifel Financial
Missouri
$869K 17,680 -851 -5%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$782K 15,921 +525 +3%
P
31
&Partners
Tennessee
$752K 14,900 +14,900 New
EWA
32
EP Wealth Advisors
California
$676K 13,764 -10,458 -43%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$510K 10,375 -386 -4%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$509K 10,364 -804 -7%
PSF
35
Pacific Sun Financial
California
$507K 10,310 -500 -5%
CAM
36
Cresset Asset Management
Illinois
$498K 10,133 +3 +0%
MHS
37
M Holdings Securities
Oregon
$492K 10,043 +10,043 New
IA
38
IFG Advisory
Georgia
$471K 9,589 -527 -5%
MML Investors Services
39
MML Investors Services
Massachusetts
$471K 9,587 +1,358 +17%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$447K 9,104 -482 -5%
FHA
41
Flagship Harbor Advisors
Massachusetts
$445K 9,053 +1,542 +21%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$439K 8,926 -274 -3%
TWA
43
TCI Wealth Advisors
Arizona
$413K 8,413 – –
Truist Financial
44
Truist Financial
North Carolina
$401K 8,155 +609 +8%
SWM
45
SeaCrest Wealth Management
New York
$383K 7,801 -123 -2%
OC
46
Oppenheimer & Co
New York
$383K 7,788 -11 -0.1%
DE
47
Diversified Enterprises
Delaware
$375K 7,626 -75 -1%
Comerica Bank
48
Comerica Bank
Texas
$337K 6,850 +6,604 +2,685%
PCP
49
Proficio Capital Partners
Massachusetts
$295K 6,000 -20,980 -78%
IWM
50
IHT Wealth Management
Illinois
$288K 5,863 +5,863 New
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