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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

63 hedge funds and large institutions have $38.8M invested in Invesco AI and Next Gen Software ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
9
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$581K
2
OC
Oppenheimer & Co
New York
+$555K
3
IWM
IHT Wealth Management
Illinois
+$317K
4
Corient Private Wealth
Corient Private Wealth
Florida
+$218K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$207K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.27M
2
UBS Group
UBS Group
Switzerland
-$1.96M
3
LPL Financial
LPL Financial
California
-$523K
4
EWA
EP Wealth Advisors
California
-$367K
5
TRCT
Tower Research Capital (TRC)
New York
-$307K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$341K -$65.4K -1,935 -16%
EH
27
Equitable Holdings
New York
$334K – – –
IWM
28
IHT Wealth Management
Illinois
$317K +$317K +9,360 New
SWM
29
SeaCrest Wealth Management
New York
$316K – – –
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$277K +$30.3K +897 +12%
PA
31
PFG Advisors
Arizona
$261K – – –
WA
32
WBH Advisory
Maryland
$253K +$253K +7,476 New
KAS
33
Kestra Advisory Services
Texas
$232K -$22.9K -678 -9%
Corient Private Wealth
34
Corient Private Wealth
Florida
$218K +$218K +6,459 New
SCA
35
Sandy Cove Advisors
Massachusetts
$217K -$6.9K -204 -3%
CCFM
36
Clear Creek Financial Management
Washington
$206K +$206K +6,081 New
Bessemer Group
37
Bessemer Group
New Jersey
$190K – – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$188K – – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$109K -$13.1K -387 -11%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$107K – – –
TWM
41
Tradition Wealth Management
Minnesota
$85K +$85K +2,502 New
RFA
42
Resurgent Financial Advisors
Georgia
$63K +$7K +207 +13%
FFA
43
Founders Financial Alliance
North Carolina
$46.9K -$14K -414 -23%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$40.2K -$22.5K -672 -36%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$39.2K -$2.13K -63 -5%
AWM
46
Accel Wealth Management
Iowa
$32.5K – – –
TWC
47
TD Waterhouse Canada
Ontario, Canada
$29.9K – – –
GRP
48
Global Retirement Partners
California
$23.8K – – –
AA
49
Addison Advisors
Vermont
$23K – – –
GWSG
50
GPS Wealth Strategies Group
Colorado
$19.8K +$19.8K +585 New
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