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Invesco AI and Next Gen Software ETF
IGPT

70 hedge funds and large institutions have $137M invested in Invesco AI and Next Gen Software ETF in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

61% more capital invested

Capital invested by funds: $84.9M → $137M (+$51.8M)

35% more funds holding

Funds holding: 52 → 70 (+18)

6.07% more ownership

Funds ownership: 103.05% → 109.12% (+6.1%)

Holders
70
Holders Change
+18
Holders Change %
+34.62%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
23
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NCM
Niemann Capital Management
Nevada
+$11.8M
2
SPC
Sigma Planning Corp
Michigan
+$5.08M
3
UBS Group
UBS Group
Switzerland
+$4.42M
4
JFM
Jackson Financial Management
California
+$3.55M
5
FMP
Financial Management Professionals
Texas
+$2.49M

Top Sellers

Rank Fund Capital Flow
1
STA
Summit Trail Advisors
New York
-$5.79M
2
Morgan Stanley
Morgan Stanley
New York
-$4.18M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.98M
4
Goldman Sachs
Goldman Sachs
New York
-$2.17M
5
TRCT
Tower Research Capital (TRC)
New York
-$591K
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
26
Suntrust Banks
Georgia
$981K -$149K -5,256 -11%
STA
27
Summit Trail Advisors
New York
$881K -$5.79M -204,663 -88%
GWS
28
Glassman Wealth Services
Virginia
$867K – – –
GTAM
29
Global Trust Asset Management
Florida
$713K +$661K +23,400 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$689K +$25.3K +894 +4%
BRWA
31
B. Riley Wealth Advisors
Florida
$656K +$5.68K +201 +0.9%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$634K +$588K +20,793 New
CA
33
Cetera Advisors
Colorado
$606K +$206K +7,290 +57%
Goldman Sachs
34
Goldman Sachs
New York
$561K -$2.17M -76,626 -81%
PMG
35
ProVise Management Group
Florida
$537K +$498K +17,622 New
WS
36
Wedbush Securities
California
$497K +$461K +16,308 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$430K +$125K +4,422 +46%
PIM
38
Parker Investment Management
California
$419K +$141K +4,971 +57%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$399K +$14.4K +510 +4%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$380K +$81.8K +2,892 +30%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$328K +$304K +10,767 New
AWM
42
Avitas Wealth Management
California
$302K +$848 +30 +0.3%
WAM
43
Wealthspire Advisors (Maryland)
Maryland
$295K +$209K +7,398 +324%
WA
44
WBH Advisory
Maryland
$289K – – –
FAIM
45
Financial Advocates Investment Management
Washington
$286K +$266K +9,393 New
PAG
46
Private Advisory Group
Washington
$270K – – –
ACM
47
Avalon Capital Management
California
$270K +$250K +8,850 New
MML Investors Services
48
MML Investors Services
Massachusetts
$251K +$233K +8,241 New
AWM
49
AE Wealth Management
Kansas
$244K +$227K +8,016 New
SS
50
Simplicity Solutions
Minnesota
$241K +$224K +7,908 New
1
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IGPT Hedge Fund Activity: Q1 2019 in Review

70 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q1 2019, worth a combined $137M — up 61% from $84.9M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IGPT positions and 8 closed out — a net gain of 18 holders — while 23 added to existing stakes and 8 trimmed.

The largest buyer was Niemann Capital Management, opening a new position worth an estimated $11.8M. The largest seller was Summit Trail Advisors, cutting an estimated $5.79M.

  • 70 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q1 2019, up from 52 in Q4 2018.
  • Funds reported $137M of Invesco AI and Next Gen Software ETF stock for Q1 2019, up 61% quarter-over-quarter.
  • 26 funds opened new Invesco AI and Next Gen Software ETF positions in Q1 2019 and 8 closed out, a net change of +18 holders.
  • The largest Invesco AI and Next Gen Software ETF buyer in Q1 2019 was Niemann Capital Management, an estimated $11.8M added.
  • The largest Invesco AI and Next Gen Software ETF seller in Q1 2019 was Summit Trail Advisors, an estimated $5.79M sold.

Based on aggregated 13F filings for Q1 2019.