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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

63 hedge funds and large institutions have $35.7M invested in Invesco AI and Next Gen Software ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-4
Holders Change %
-5.97%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.14M
2
LPL Financial
2
LPL Financial
California
$5.84M
3
EWA
3
EP Wealth Advisors
California
$799K
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$340K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$334K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.55M
3
Wells Fargo
3
Wells Fargo
California
$2.79M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
26
Kingsview Wealth Management
Oregon
$282K -$18.3K -564 -6%
OC
27
Oppenheimer & Co
New York
$276K -$278K -8,591 -50%
D
28
Diversified
Delaware
$274K -$33.5K -1,035 -11%
KAS
29
Kestra Advisory Services
Texas
$232K -$19.2K -591 -8%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$211K -$86.7K -2,676 -29%
Corient Private Wealth
31
Corient Private Wealth
Florida
$209K – – –
RFA
32
Resurgent Financial Advisors
Georgia
$205K +$13K +402 +7%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$204K -$163K -5,041 -44%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$180K – – –
TWM
35
Tradition Wealth Management
Minnesota
$81K – – –
Fidelity Investments
36
Fidelity Investments
Massachusetts
$63.1K +$16.9K +521 +37%
Bessemer Group
37
Bessemer Group
New Jersey
$61K -$61K -1,875 -50%
FFA
38
Founders Financial Alliance
North Carolina
$58.4K +$13.4K +414 +30%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$55.6K +$19.5K +601 +54%
US Bancorp
40
US Bancorp
Minnesota
$45.7K – – –
TWC
41
TD Waterhouse Canada
Ontario, Canada
$28.8K – – –
GRP
42
Global Retirement Partners
California
$24.4K – – –
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$22.4K +$22.4K +692 New
AA
44
Addison Advisors
Vermont
$22.1K – – –
GWSG
45
GPS Wealth Strategies Group
Colorado
$19K – – –
NA
46
NewEdge Advisors
Louisiana
$16.7K +$4.05K +125 +32%
TAM
47
Tucker Asset Management
Colorado
$10.9K – – –
EDRH
48
Edmond de Rothschild Holding
Switzerland
$10.5K – – –
TF
49
Tompkins Financial
New York
$9.72K – – –
MRCM
50
M&R Capital Management
New Jersey
$9.43K – – –
1
2
3