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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

65 hedge funds and large institutions have $40.5M invested in Invesco AI and Next Gen Software ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
65
Holders Change
+9
Holders Change %
+16.07%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
11
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$748K
2
FA
2
Fiduciary Alliance
South Carolina
$413K
3
PA
3
PFG Advisors
Arizona
$234K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$222K
5
SCA
5
Sandy Cove Advisors
Massachusetts
$201K

Top Sellers

1
AWCI
1
Alpine Woods Capital Investors
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$397K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$314K
4
Bank of America
4
Bank of America
North Carolina
$1.48M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$314K 3,450 -7,812 -69%
EH
27
Equitable Holdings
New York
$300K 3,294 +17 +0.5%
SWM
28
SeaCrest Wealth Management
New York
$283K 3,115 -227 -7%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$266K 2,926 +256 +10%
BCM
30
Beck Capital Management
Texas
$246K 2,706 -284 -9%
PA
31
PFG Advisors
Arizona
$234K 2,569 +2,569 New
KAS
32
Kestra Advisory Services
Texas
$229K 2,513 +3 +0.1%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$222K 2,434 +2,434 New
SCA
34
Sandy Cove Advisors
Massachusetts
$201K 2,208 +2,208 New
Bessemer Group
35
Bessemer Group
New Jersey
$171K 1,875 – –
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$168K 1,851 – –
GT
37
Glenmede Trust
Pennsylvania
$136K 1,500 – –
Fidelity Investments
38
Fidelity Investments
Massachusetts
$110K 1,204 -87 -7%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$96.1K 1,056 – –
FFL
40
Financial Freedom LLC
Ohio
$94.1K 1,034 +1,034 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$56K 624 +371 +147%
FFA
42
Founders Financial Alliance
North Carolina
$54.7K 601 +2 +0.3%
RFA
43
Resurgent Financial Advisors
Georgia
$50.2K 552 +552 New
NA
44
NewEdge Advisors
Louisiana
$38.6K 630 +630 New
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$37K 407 +407 New
MCC
46
Money Concepts Capital
Florida
$34.4K 378 +378 New
AWM
47
Accel Wealth Management
Iowa
$29.1K 320 – –
TWC
48
TD Waterhouse Canada
Ontario, Canada
$26.6K 294 +294 New
GRP
49
Global Retirement Partners
California
$22.7K 250 – –
AA
50
Addison Advisors
Vermont
$20.7K 227 – –
1
2
3