Invesco AI and Next Gen Software ETF
IGPT
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.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
16% more funds holding
Funds holding: 56 → 65 (+9)
0.34% less ownership
Funds ownership: 67.5% → 67.16% (-0.34%)
5% less capital invested
Capital invested by funds: $42.6M → $40.5M (-$2.04M)
50% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$762K |
| 2 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$238K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$226K |
| 4 |
SCA
Sandy Cove Advisors
Hingham,
Massachusetts
|
+$205K |
| 5 |
LPL Financial
San Diego,
California
|
+$201K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWCI
Alpine Woods Capital Investors
Purchase,
New York
|
-$799K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$788K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$724K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$536K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$453K |
IGPT Hedge Fund Activity: Q4 2022 in Review
65 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q4 2022, worth a combined $40.5M — down 4.8% from $42.6M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IGPT positions and 4 closed out — a net gain of 11 holders — while 11 added to existing stakes and 22 trimmed.
The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $762K. The largest seller was Alpine Woods Capital Investors, exiting entirely with an estimated $799K sold.
- 65 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q4 2022, up from 56 in Q3 2022.
- Funds reported $40.5M of Invesco AI and Next Gen Software ETF stock for Q4 2022, down 4.8% quarter-over-quarter.
- 15 funds opened new Invesco AI and Next Gen Software ETF positions in Q4 2022 and 4 closed out, a net change of +11 holders.
- The largest Invesco AI and Next Gen Software ETF buyer in Q4 2022 was EP Wealth Advisors, an estimated $762K added.
- The largest Invesco AI and Next Gen Software ETF seller in Q4 2022 was Alpine Woods Capital Investors, an estimated $799K sold.
Based on aggregated 13F filings for Q4 2022.