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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

66 hedge funds and large institutions have $43.6M invested in Invesco AI and Next Gen Software ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.1M
2
LPL Financial
2
LPL Financial
California
$7.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$811K
4
CP
4
Camelot Portfolios
Ohio
$245K
5
CCFM
5
Clear Creek Financial Management
Washington
$235K

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.28M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$494K
3
Ameriprise
3
Ameriprise
Minnesota
$1.63M
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$249K – – –
CP
27
Camelot Portfolios
Ohio
$245K +$245K +6,352 New
RFA
28
Resurgent Financial Advisors
Georgia
$242K -$1.89K -49 -0.8%
CCFM
29
Clear Creek Financial Management
Washington
$235K +$235K +6,084 New
WA
30
WBH Advisory
Maryland
$222K +$222K +5,751 New
Jones Financial Companies
31
Jones Financial Companies
Missouri
$221K +$221K +5,733 New
KAS
32
Kestra Advisory Services
Texas
$221K -$55.4K -1,435 -20%
SCA
33
Sandy Cove Advisors
Massachusetts
$221K +$221K +5,712 New
WA
34
Wealthstream Advisors
New York
$220K +$220K +5,700 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$210K -$34.3K -887 -14%
KWM
36
Kingsview Wealth Management
Oregon
$206K -$130K -3,363 -39%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$171K -$43.4K -1,125 -20%
TWM
38
Tradition Wealth Management
Minnesota
$97K – – –
Bessemer Group
39
Bessemer Group
New Jersey
$72K – – –
FFA
40
Founders Financial Alliance
North Carolina
$69.6K – – –
MSS
41
Mitchell Sinkler & Starr
Pennsylvania
$69K +$69K +1,788 New
US Bancorp
42
US Bancorp
Minnesota
$54.4K – – –
Fidelity Investments
43
Fidelity Investments
Massachusetts
$52.7K -$22.4K -581 -30%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$43K -$23.2K -601 -35%
TWC
45
TD Waterhouse Canada
Ontario, Canada
$32.6K – – –
GRP
46
Global Retirement Partners
California
$29.3K – – –
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$26.7K – – –
AA
48
Addison Advisors
Vermont
$26.3K – – –
GWSG
49
GPS Wealth Strategies Group
Colorado
$22.6K – – –
NA
50
NewEdge Advisors
Louisiana
$19.9K – – –
1
2
3