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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

52 hedge funds and large institutions have $121M invested in Invesco AI and Next Gen Software ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
21
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$3.12M
2
Wells Fargo
Wells Fargo
California
+$2.56M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.59M
4
EWA
EP Wealth Advisors
California
+$1.45M
5
Ameriprise
Ameriprise
Minnesota
+$1.39M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$12.2M
2
GFPC
Global Financial Private Capital
Florida
-$510K
3
CF
Centaurus Financial
California
-$302K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$158K
5
Jane Street
Jane Street
New York
-$48.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
GSC
26
G&S Capital
Colorado
$352K +$96.8K +3,336 +38%
Goldman Sachs
27
Goldman Sachs
New York
$348K +$348K +12,000 New
WA
28
WBH Advisory
Maryland
$275K – – –
CA
29
Cetera Advisors
Colorado
$259K +$259K +8,907 New
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$258K +$258K +8,874 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$215K +$215K +7,428 New
GW
32
GW & Wade
Massachusetts
$207K +$207K +7,146 New
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$200K – – –
IA
34
IFG Advisory
Georgia
$165K -$6.11K -1,437 -4%
Citigroup
35
Citigroup
New York
$133K +$89.3K +3,066 +204%
MWM
36
MinichMacGregor Wealth Management
New York
$133K +$127K +4,446 +2,030%
FANJ
37
Financial Architects (New Jersey)
New Jersey
$108K – – –
SFM
38
Signet Financial Management
New Jersey
$106K +$52.9K +1,827 +100%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$101K +$12.6K +432 +14%
IA
40
IFP Advisors
Florida
$91K +$46.7K +1,614 +105%
SNT
41
Security National Trust
West Virginia
$87K – – –
APA
42
American Portfolios Advisors
New York
$74.7K +$74.7K +2,574 New
WAM
43
Wealthspire Advisors (Maryland)
Maryland
$66K – – –
TC
44
Truvestments Capital
Florida
$57K +$57K +1,950 New
WWM
45
Wagner Wealth Management
South Carolina
$33K – – –
JCM
46
Jacobi Capital Management
Pennsylvania
$17K – – –
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$14.9K – – –
SWP
48
Stratos Wealth Partners
Ohio
$10K +$10K +345 New
SBL
49
Sargent Bickham Lagudis
Colorado
$8K – – –
CAC
50
Certified Advisory Corp
Florida
$2K – – –
1
2
3