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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

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
Holders
70
Holders Change
+18
Holders Change %
+34.62%
% of All Funds
1.52%
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

1
NCM
Niemann Capital Management
Nevada
+$12.6M
2
SPC
Sigma Planning Corp
Michigan
+$5.48M
3
UBS Group
UBS Group
Switzerland
+$4.77M
4
JFM
Jackson Financial Management
California
+$3.83M
5
FMP
Financial Management Professionals
Texas
+$2.68M

Top Sellers

1
STA
Summit Trail Advisors
New York
-$6.23M
2
Morgan Stanley
Morgan Stanley
New York
-$4.51M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.98M
4
Goldman Sachs
Goldman Sachs
New York
-$2.34M
5
TRCT
Tower Research Capital (TRC)
New York
-$591K
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
26
Suntrust Banks
Georgia
$981K -$127K -5,256 -11%
STA
27
Summit Trail Advisors
New York
$881K -$6.23M -204,663 -88%
GWS
28
Glassman Wealth Services
Virginia
$867K – – –
GTAM
29
Global Trust Asset Management
Florida
$713K +$713K +23,400 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$689K +$27.2K +894 +4%
BRWA
31
B. Riley Wealth Advisors
Florida
$656K +$6.13K +201 +0.9%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$634K +$634K +20,793 New
CA
33
Cetera Advisors
Colorado
$606K +$220K +7,290 +57%
Goldman Sachs
34
Goldman Sachs
New York
$561K -$2.34M -76,626 -81%
PMG
35
ProVise Management Group
Florida
$537K +$537K +17,622 New
WS
36
Wedbush Securities
California
$497K +$497K +16,308 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$430K +$135K +4,422 +46%
PIM
38
Parker Investment Management
California
$419K +$151K +4,971 +57%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$399K +$15.5K +510 +4%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$380K +$88.1K +2,892 +30%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$328K +$328K +10,767 New
AWM
42
Avitas Wealth Management
California
$302K +$915 +30 +0.3%
WAM
43
Wealthspire Advisors (Maryland)
Maryland
$295K +$225K +7,398 +324%
WA
44
WBH Advisory
Maryland
$289K – – –
FAIM
45
Financial Advocates Investment Management
Washington
$286K +$286K +9,393 New
PAG
46
Private Advisory Group
Washington
$270K – – –
ACM
47
Avalon Capital Management
California
$270K +$270K +8,850 New
MML Investors Services
48
MML Investors Services
Massachusetts
$251K +$251K +8,241 New
AWM
49
AE Wealth Management
Kansas
$244K +$244K +8,016 New
SS
50
Simplicity Solutions
Minnesota
$241K +$241K +7,908 New
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