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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

77 hedge funds and large institutions have $156M invested in Invesco AI and Next Gen Software ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
29
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.66M
2
LPL Financial
LPL Financial
California
+$2.54M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.05M
4
Wells Fargo
Wells Fargo
California
+$1.74M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.13M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$1.07M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$829K
3
Ameriprise
Ameriprise
Minnesota
-$727K
4
PMG
ProVise Management Group
Florida
-$537K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$440K
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
26
Financial Gravity Asset Management
Texas
$1.08M -$363K -11,355 -25%
GWS
27
Glassman Wealth Services
Virginia
$909K – – –
STA
28
Summit Trail Advisors
New York
$899K -$25.4K -795 -3%
SB
29
Suntrust Banks
Georgia
$830K -$150K -6,246 -15%
PAG
30
Private Advisory Group
Washington
$772K +$422K +13,212 +121%
WS
31
Wedbush Securities
California
$715K +$194K +6,063 +37%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$659K -$64.1K -2,004 -9%
BRWA
33
B. Riley Wealth Advisors
Florida
$624K -$64.1K -2,004 -9%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$622K +$171K +5,370 +38%
GTAM
35
Global Trust Asset Management
Florida
$604K -$144K -4,500 -19%
AWM
36
AE Wealth Management
Kansas
$594K +$338K +10,569 +132%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$578K -$829K -26,115 -59%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$434K +$16.2K +507 +4%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$430K +$430K +13,455 New
FAIM
40
Financial Advocates Investment Management
Washington
$414K +$114K +3,558 +38%
Goldman Sachs
41
Goldman Sachs
New York
$383K -$204K -6,402 -35%
Citigroup
42
Citigroup
New York
$383K +$143K +4,491 +60%
PIM
43
Parker Investment Management
California
$374K -$65.5K -2,052 -15%
MML Investors Services
44
MML Investors Services
Massachusetts
$359K +$95.4K +2,982 +36%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$325K -$18.1K -567 -5%
AWM
46
Avitas Wealth Management
California
$324K +$7.38K +231 +2%
WA
47
WBH Advisory
Maryland
$303K – – –
APA
48
American Portfolios Advisors
New York
$276K +$71.4K +2,235 +35%
AL
49
Aspiriant LLC
California
$256K +$21.1K +660 +9%
Creative Planning
50
Creative Planning
Kansas
$252K +$252K +7,899 New
1
2
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