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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

92 hedge funds and large institutions have $175M invested in Invesco AI and Next Gen Software ETF in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
23
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.36M
2
BSG
Black Swift Group
Colorado
+$2.32M
3
Wells Fargo
Wells Fargo
California
+$1.57M
4
FAIM
Financial Advocates Investment Management
Washington
+$1.43M
5
CA
Cetera Advisors
Colorado
+$754K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$8.5M
2
IMC Chicago
IMC Chicago
Illinois
-$6.05M
3
TRCT
Tower Research Capital (TRC)
New York
-$3.15M
4
DC
Defender Capital
North Carolina
-$1.99M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$1.18M -$16K -417 -1%
SS
27
Simplicity Solutions
Minnesota
$1.17M -$52K -1,359 -4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.15M +$554K +14,469 +92%
GWS
29
Glassman Wealth Services
Virginia
$1.09M +$689 +18 +0.1%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.07M +$140K +3,669 +15%
AI
31
Atria Investments
North Carolina
$1.05M -$78.3K -2,046 -7%
HIIFS
32
Harel Insurance Investments & Financial Services
Israel
$976K -$115K -3,000 -11%
CWA
33
Capital Wealth Alliance
Arizona
$829K -$740K -19,401 -47%
WS
34
Wedbush Securities
California
$721K -$63.7K -1,665 -8%
MML Investors Services
35
MML Investors Services
Massachusetts
$703K +$137K +3,585 +24%
APA
36
American Portfolios Advisors
New York
$591K +$127K +3,327 +27%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$578K – – –
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$496K +$71.9K +1,881 +17%
GT
39
Glenmede Trust
Pennsylvania
$493K – – –
BRWA
40
B. Riley Wealth Advisors
Florida
$476K -$98.6K -2,571 -17%
BWA
41
Beam Wealth Advisors
Louisiana
$465K +$89.5K +2,271 +24%
PCS
42
Personal CFO Solutions
New Jersey
$436K +$10.3K +270 +2%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$427K +$427K +11,217 New
EH
44
Equitable Holdings
New York
$425K – – –
AL
45
Aspiriant LLC
California
$420K – – –
CS
46
Credit Suisse
Switzerland
$399K +$399K +10,434 New
SW
47
SkyOak Wealth
Michigan
$394K -$119K -3,102 -23%
SWM
48
SeaCrest Wealth Management
New York
$392K -$39.1K -1,020 -9%
SFS
49
Sowell Financial Services
Arkansas
$391K +$141K +3,696 +57%
SFM
50
Signet Financial Management
New Jersey
$382K +$53.1K +1,320 +16%
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