Invesco AI and Next Gen Software ETF
IGPT
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.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
6% more funds holding
Funds holding: 63 → 67 (+4)
5% more capital invested
Capital invested by funds: $38.8M → $40.8M (+$1.96M)
1.75% more ownership
Funds ownership: 61.71% → 63.46% (+1.7%)
50% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.28M |
| 2 |
FA
Fiduciary Alliance
Greenville,
South Carolina
|
+$999K |
| 3 |
LPL Financial
San Diego,
California
|
+$528K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$314K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$164K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$612K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$492K |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$445K |
| 4 |
Rockefeller Capital Management
New York
|
-$399K |
| 5 |
EH
Equitable Holdings
New York
|
-$334K |
IGPT Hedge Fund Activity: Q2 2023 in Review
67 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q2 2023, worth a combined $40.8M — up 5.1% from $38.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IGPT positions and 7 closed out — a net gain of 4 holders — while 11 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.28M. The largest seller was Sigma Planning Corp, cutting an estimated $612K.
- 67 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q2 2023, up from 63 in Q1 2023.
- Funds reported $40.8M of Invesco AI and Next Gen Software ETF stock for Q2 2023, up 5.1% quarter-over-quarter.
- 11 funds opened new Invesco AI and Next Gen Software ETF positions in Q2 2023 and 7 closed out, a net change of +4 holders.
- The largest Invesco AI and Next Gen Software ETF buyer in Q2 2023 was Morgan Stanley, an estimated $1.28M added.
- The largest Invesco AI and Next Gen Software ETF seller in Q2 2023 was Sigma Planning Corp, an estimated $612K sold.
Based on aggregated 13F filings for Q2 2023.