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Invesco AI and Next Gen Software ETF

109 hedge funds and large institutions have $211M invested in Invesco AI and Next Gen Software ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
31
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.55M -$129K -2,481 -8%
GWS
27
Glassman Wealth Services
Virginia
$1.48M
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.45M +$1.15M +22,080 +375%
Stifel Financial
29
Stifel Financial
Missouri
$1.44M -$2.74M -52,728 -66%
CWA
30
Capital Wealth Alliance
Arizona
$1.41M +$249K +4,800 +21%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$1.27M
TRCT
32
Tower Research Capital (TRC)
New York
$1.11M +$1.11M +21,402 New
APA
33
American Portfolios Advisors
New York
$1.01M +$92.7K +1,785 +10%
SFS
34
Sowell Financial Services
Arkansas
$935K +$164K +3,180 +21%
GVAG
35
Great Valley Advisor Group
Delaware
$908K
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$831K +$106K +2,034 +15%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$796K -$51.9K -999 -6%
BRWA
38
B. Riley Wealth Advisors
Florida
$761K +$153K +2,946 +25%
SFM
39
Signet Financial Management
New Jersey
$761K +$154K +2,967 +25%
OC
40
Oppenheimer & Co
New York
$754K +$284K +5,478 +61%
BWA
41
Beam Wealth Advisors
Louisiana
$719K -$5.76K -111 -0.8%
PCS
42
Personal CFO Solutions
New Jersey
$718K +$85.5K +1,647 +14%
LGA
43
Lebenthal Global Advisors
New York
$680K +$77K +1,485 +13%
GT
44
Glenmede Trust
Pennsylvania
$669K
WS
45
Wedbush Securities
California
$649K -$82.5K -1,587 -11%
CAN
46
Cetera Advisor Networks
California
$640K +$171K +3,288 +36%
KAS
47
Kestra Advisory Services
Texas
$630K -$93.7K -1,803 -13%
TIAM2
48
Tru Independence Asset Management 2
Oregon
$611K -$2.11M -40,644 -78%
HighTower Advisors
49
HighTower Advisors
Illinois
$609K -$18.3M -353,889 -97%
AL
50
Aspiriant LLC
California
$575K +$4.98K +96 +0.9%