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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

59 hedge funds and large institutions have $48.7M invested in Invesco AI and Next Gen Software ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-15
Holders Change %
-20.27%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
31
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$2.18M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.02M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.28M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$77K
5
RPCA
5
Running Point Capital Advisors
California
$35K

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$0
2
SPC
2
Sigma Planning Corp
Michigan
$988K
3
LPL Financial
3
LPL Financial
California
$3.93M
4
Wells Fargo
4
Wells Fargo
California
$7.18M
5
CAN
5
Cetera Advisor Networks
California
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$447K -$312K -10,314 -41%
PSF
27
Pacific Sun Financial
California
$419K +$3.63K +120 +0.9%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$335K – – –
GT
29
Glenmede Trust
Pennsylvania
$318K – – –
SWM
30
SeaCrest Wealth Management
New York
$301K -$30.2K -999 -9%
EH
31
Equitable Holdings
New York
$295K – – –
KAS
32
Kestra Advisory Services
Texas
$288K -$75.5K -2,493 -21%
WA
33
WBH Advisory
Maryland
$274K – – –
WS
34
Wedbush Securities
California
$264K -$48.1K -1,590 -15%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$235K -$320K -10,575 -58%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$211K -$89K -2,943 -30%
SCA
37
Sandy Cove Advisors
Massachusetts
$200K – – –
Bessemer Group
38
Bessemer Group
New Jersey
$171K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$120K -$32.7K -1,080 -21%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$77K +$77K +2,550 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$68K -$27.3K -900 -29%
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.2K – – –
SWM
43
Selective Wealth Management
Virginia
$55K -$26.6K -870 -33%
DTIM
44
Danda Trouve Investment Management
Kansas
$55K – – –
RPCA
45
Running Point Capital Advisors
California
$35K +$35K +1,158 New
AWM
46
Accel Wealth Management
Iowa
$30K – – –
GWSG
47
GPS Wealth Strategies Group
Colorado
$26K -$9.44K -306 -27%
GWM
48
Geneos Wealth Management
Colorado
$25K – – –
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$23K -$3K -99 -12%
GRP
50
Global Retirement Partners
California
$23K – – –
1
2
3