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Invesco AI and Next Gen Software ETF

107 hedge funds and large institutions have $244M invested in Invesco AI and Next Gen Software ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+15
Holders Change %
+16.3%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
28
Increased
30
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$1.82M +$12.6K +246 +0.7%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.66M +$156K +3,048 +10%
CF
28
Centaurus Financial
California
$1.52M +$1.1M +21,465 +260%
GWS
29
Glassman Wealth Services
Virginia
$1.46M
SIM
30
Seaview Investment Managers
Florida
$1.43M +$642K +12,516 +82%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.3M -$250K -4,869 -16%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$1.27M
CWA
33
Capital Wealth Alliance
Arizona
$1.24M +$21.8K +393 +2%
APA
34
American Portfolios Advisors
New York
$904K -$28.3K -552 -3%
GVAG
35
Great Valley Advisor Group
Delaware
$896K +$205K +4,008 +30%
Jane Street
36
Jane Street
New York
$838K +$838K +16,338 New
BFEC
37
Benjamin F. Edwards & Company
Missouri
$837K +$39.2K +765 +5%
SFS
38
Sowell Financial Services
Arkansas
$769K +$298K +5,802 +63%
WS
39
Wedbush Securities
California
$722K -$89.1K -1,737 -11%
KAS
40
Kestra Advisory Services
Texas
$718K +$706K +13,701 +6,089%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$716K -$68.8K -1,341 -9%
BWA
42
Beam Wealth Advisors
Louisiana
$716K +$64K +1,248 +10%
GT
43
Glenmede Trust
Pennsylvania
$661K
PCS
44
Personal CFO Solutions
New Jersey
$625K +$20.5K +399 +3%
BRWA
45
B. Riley Wealth Advisors
Florida
$601K -$6.78K -132 -1%
SFM
46
Signet Financial Management
New Jersey
$599K +$18.3K +357 +3%
LGA
47
Lebenthal Global Advisors
New York
$596K +$596K +11,625 New
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$580K
PAG
49
Private Advisor Group
New Jersey
$576K -$84.3K -1,644 -13%
AL
50
Aspiriant LLC
California
$563K