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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

52 hedge funds and large institutions have $84.9M invested in Invesco AI and Next Gen Software ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
–
Holders Change %
0%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
10
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
STA
Summit Trail Advisors
New York
+$5.75M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.98M
3
Wells Fargo
Wells Fargo
California
+$2.83M
4
Morgan Stanley
Morgan Stanley
New York
+$2.15M
5
Goldman Sachs
Goldman Sachs
New York
+$2.05M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$16.3M
2
UBS Group
UBS Group
Switzerland
-$5.27M
3
Jane Street
Jane Street
New York
-$4.36M
4
Bank of America
Bank of America
North Carolina
-$2.16M
5
BCM
Beck Capital Management
Texas
-$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$313K +$95.6K +3,918 +44%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$310K -$2.88K -117 -0.9%
AG
28
Advisor Group
Arizona
$297K -$150K -6,099 -34%
PAG
29
Private Advisory Group
Washington
$270K -$1.01M -40,977 -79%
AWM
30
Avitas Wealth Management
California
$243K +$243K +9,876 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$239K -$99.4K -4,029 -29%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$236K -$16.3M -660,099 -99%
PIM
33
Parker Investment Management
California
$217K +$217K +8,790 New
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$170K – – –
Citigroup
35
Citigroup
New York
$170K +$57.6K +2,340 +51%
IA
36
IFG Advisory
Georgia
$142K +$8.48K +2,466 +6%
FANJ
37
Financial Architects (New Jersey)
New Jersey
$92K – – –
SNT
38
Security National Trust
West Virginia
$74K – – –
WANY
39
Wealthspire Advisors (New York)
New York
$59K +$59K +2,400 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$56K -$29.6K -1,200 -35%
WAM
41
Wealthspire Advisors (Maryland)
Maryland
$56K – – –
NFG
42
Next Financial Group
Texas
$32K +$32K +1,293 New
APA
43
American Portfolios Advisors
New York
$16K -$47.4K -1,926 -75%
JCM
44
Jacobi Capital Management
Pennsylvania
$15K – – –
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$9K +$9K +375 New
CFGS
46
Concourse Financial Group Securities
Alabama
$7K +$7K +300 New
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$6.36K -$6.28K -255 -50%
SBL
48
Sargent Bickham Lagudis
Colorado
$6K – – –
CAC
49
Certified Advisory Corp
Florida
$2K – – –
GT
50
Glenmede Trust
Pennsylvania
$317 +$317 +12,900 New
1
2
3