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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

91 hedge funds and large institutions have $133M invested in Invesco AI and Next Gen Software ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-6
Holders Change %
-6.19%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
21
Reduced
33
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DC
Defender Capital
North Carolina
+$5.7M
2
IMC Chicago
IMC Chicago
Illinois
+$4.84M
3
TRCT
Tower Research Capital (TRC)
New York
+$2.36M
4
APW
Aurora Private Wealth
New Jersey
+$870K
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$815K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.6M
2
Wells Fargo
Wells Fargo
California
-$2.88M
3
NCM
Niemann Capital Management
Nevada
-$2.85M
4
UBS Group
UBS Group
Switzerland
-$1.92M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
26
Simplicity Solutions
Minnesota
$916K +$128K +4,488 +16%
Truist Financial
27
Truist Financial
North Carolina
$890K +$53K +1,854 +6%
APW
28
Aurora Private Wealth
New Jersey
$870K +$870K +30,456 New
AI
29
Atria Investments
North Carolina
$844K +$27.4K +960 +3%
HIIFS
30
Harel Insurance Investments & Financial Services
Israel
$815K +$815K +28,500 New
GWS
31
Glassman Wealth Services
Virginia
$814K +$429 +15 +0.1%
STA
32
Summit Trail Advisors
New York
$753K – – –
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$693K -$544K -19,050 -44%
WS
34
Wedbush Securities
California
$586K -$112K -3,915 -16%
FAIM
35
Financial Advocates Investment Management
Washington
$523K +$94K +3,291 +22%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$448K -$562K -19,689 -56%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$432K -$2.32K -81 -0.5%
BRWA
38
B. Riley Wealth Advisors
Florida
$429K -$82.2K -2,871 -16%
GT
39
Glenmede Trust
Pennsylvania
$428K – – –
MML Investors Services
40
MML Investors Services
Massachusetts
$422K -$8.48K -297 -2%
SW
41
SkyOak Wealth
Michigan
$383K +$29.4K +1,029 +8%
APA
42
American Portfolios Advisors
New York
$346K -$114K -3,999 -25%
SWM
43
SeaCrest Wealth Management
New York
$322K +$32.3K +1,128 +11%
PCS
44
Personal CFO Solutions
New Jersey
$318K -$22.6K -789 -7%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$317K -$71.9K -2,517 -18%
EH
46
Equitable Holdings
New York
$317K -$21.2K -744 -6%
Jane Street
47
Jane Street
New York
$317K +$317K +11,100 New
AL
48
Aspiriant LLC
California
$314K – – –
WANY
49
Wealthspire Advisors (New York)
New York
$293K +$293K +10,263 New
SFM
50
Signet Financial Management
New Jersey
$285K +$60.2K +1,728 +27%
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