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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

67 hedge funds and large institutions have $40.8M invested in Invesco AI and Next Gen Software ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.86M
2
FA
2
Fiduciary Alliance
South Carolina
$1.61M
3
LPL Financial
3
LPL Financial
California
$4.71M
4
KWM
4
Kingsview Wealth Management
Oregon
$333K
5
Ameriprise
5
Ameriprise
Minnesota
$2.06M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$885K
2
SPC
2
Sigma Planning Corp
Michigan
$450K
3
Citadel Advisors
3
Citadel Advisors
Florida
$461K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$638K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
26
IHT Wealth Management
Illinois
$341K +$5.38K +150 +2%
D
27
Diversified
Delaware
$341K -$26.2K -729 -7%
SWM
28
SeaCrest Wealth Management
New York
$335K – – –
KWM
29
Kingsview Wealth Management
Oregon
$333K +$333K +9,264 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$330K -$32.8K -915 -9%
KAS
31
Kestra Advisory Services
Texas
$278K +$32K +891 +13%
PA
32
PFG Advisors
Arizona
$277K – – –
Corient Private Wealth
33
Corient Private Wealth
Florida
$232K – – –
SCA
34
Sandy Cove Advisors
Massachusetts
$230K – – –
CCFM
35
Clear Creek Financial Management
Washington
$218K +$108 +3 +0%
WA
36
WBH Advisory
Maryland
$217K -$51.1K -1,425 -19%
RFA
37
Resurgent Financial Advisors
Georgia
$212K +$146K +4,056 +218%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$199K – – –
Bessemer Group
39
Bessemer Group
New Jersey
$135K -$67.5K -1,875 -33%
TWM
40
Tradition Wealth Management
Minnesota
$90K – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$51.1K -$64.6K -1,800 -56%
US Bancorp
42
US Bancorp
Minnesota
$50.6K +$50.6K +1,410 New
FFA
43
Founders Financial Alliance
North Carolina
$49.9K – – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$42K +$42K +1,170 New
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$40K -$3.12K -87 -7%
TWC
46
TD Waterhouse Canada
Ontario, Canada
$31.7K – – –
GRP
47
Global Retirement Partners
California
$26.9K – – –
AA
48
Addison Advisors
Vermont
$24.4K – – –
GWSG
49
GPS Wealth Strategies Group
Colorado
$21K – – –
PIAS
50
PCA Investment Advisory Services
Ohio
$16.2K +$16.2K +450 New
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2
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