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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

56 hedge funds and large institutions have $42.6M invested in Invesco AI and Next Gen Software ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.5M
2
TRCT
2
Tower Research Capital (TRC)
New York
$940K
3
Mariner
3
Mariner
Kansas
$276K
4
BCM
4
Beck Capital Management
Texas
$266K
5
UBS Group
5
UBS Group
Switzerland
$4.79M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
KPW
2
Kore Private Wealth
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$5.4M
4
EWA
4
EP Wealth Advisors
California
$0
5
CAN
5
Cetera Advisor Networks
California
$660K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
SeaCrest Wealth Management
New York
$297K +$2.22K +75 +0.8%
EH
27
Equitable Holdings
New York
$291K +$2.4K +81 +0.8%
Mariner
28
Mariner
Kansas
$276K +$276K +9,318 New
BCM
29
Beck Capital Management
Texas
$266K +$266K +8,970 New
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$237K +$162K +5,460 +214%
KAS
31
Kestra Advisory Services
Texas
$223K -$58.5K -1,977 -21%
WA
32
WBH Advisory
Maryland
$221K -$35.5K -1,200 -14%
Bessemer Group
33
Bessemer Group
New Jersey
$167K – – –
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$164K -$65.1K -2,205 -28%
GT
35
Glenmede Trust
Pennsylvania
$133K -$177K -6,000 -57%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$115K +$48.5K +1,632 +73%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$94K -$23.5K -792 -20%
DTIM
38
Danda Trouve Investment Management
Kansas
$54K +$264 +9 +0.5%
SWM
39
Selective Wealth Management
Virginia
$53K – – –
FFA
40
Founders Financial Alliance
North Carolina
$53K +$53K +1,797 New
AWM
41
Accel Wealth Management
Iowa
$30K – – –
GRP
42
Global Retirement Partners
California
$24K – – –
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$22K – – –
GWSG
44
GPS Wealth Strategies Group
Colorado
$20K -$5.43K -180 -21%
AA
45
Addison Advisors
Vermont
$20K – – –
GWM
46
Geneos Wealth Management
Colorado
$16K -$6.94K -246 -30%
TAM
47
Tucker Asset Management
Colorado
$10.7K +$10.7K +336 New
AF
48
Allworth Financial
California
$10K +$93 +3 +0.9%
RIA
49
Realta Investment Advisors
Delaware
$9K +$9K +300 New
TF
50
Tompkins Financial
New York
$9K +$9K +300 New
1
2
3