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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

97 hedge funds and large institutions have $162M invested in Invesco AI and Next Gen Software ETF in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+14
Holders Change %
+16.87%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
25
Increased
33
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.55M
2
NCM
Niemann Capital Management
Nevada
+$2.85M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.5M
4
Truist Financial
Truist Financial
North Carolina
+$974K
5
AI
Atria Investments
North Carolina
+$950K

Top Sellers

1
JFM
Jackson Financial Management
California
-$3.92M
2
FMP
Financial Management Professionals
Texas
-$3.46M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.8M
4
IMC Chicago
IMC Chicago
Illinois
-$2.33M
5
IA
IFP Advisors
Florida
-$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
26
Capital Wealth Alliance
Arizona
$1.07M +$1.07M +31,812 New
Truist Financial
27
Truist Financial
North Carolina
$974K +$974K +29,295 New
AI
28
Atria Investments
North Carolina
$950K +$950K +28,575 New
GWS
29
Glassman Wealth Services
Virginia
$946K – – –
SS
30
Simplicity Solutions
Minnesota
$916K +$688K +20,676 +301%
STA
31
Summit Trail Advisors
New York
$876K -$58.9K -1,773 -6%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$852K +$167K +5,031 +24%
WS
33
Wedbush Securities
California
$812K +$2.89K +87 +0.4%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$678K +$678K +20,400 New
1832 Asset Management
35
1832 Asset Management
Ontario, Canada
$606K – – –
BRWA
36
B. Riley Wealth Advisors
Florida
$594K -$28.1K -846 -5%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$555K -$812K -24,402 -59%
APA
38
American Portfolios Advisors
New York
$536K +$61.1K +1,836 +13%
CS
39
Credit Suisse
Switzerland
$534K +$534K +16,065 New
BFEC
40
Benjamin F. Edwards & Company
Missouri
$505K +$3.69K +111 +0.7%
MML Investors Services
41
MML Investors Services
Massachusetts
$501K -$47.1K -1,416 -9%
FAIM
42
Financial Advocates Investment Management
Washington
$499K +$54.3K +1,635 +12%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$452K +$52K +1,566 +13%
GT
44
Glenmede Trust
Pennsylvania
$428K – – –
BWA
45
Beam Wealth Advisors
Louisiana
$412K +$412K +12,387 New
SW
46
SkyOak Wealth
Michigan
$411K +$411K +12,357 New
Goldman Sachs
47
Goldman Sachs
New York
$399K – – –
PCS
48
Personal CFO Solutions
New Jersey
$396K -$538K -16,179 -58%
EH
49
Equitable Holdings
New York
$394K +$394K +11,853 New
Creative Planning
50
Creative Planning
Kansas
$388K – – –
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