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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

88 hedge funds and large institutions have $58.4M invested in Invesco AI and Next Gen Software ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+22
Holders Change %
+33.33%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
22
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.42M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.03M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.28M
4
CNBT
Canandaigua National Bank & Trust
New York
+$1.02M
5
PAG
Private Advisory Group
Washington
+$572K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.37M
2
Wells Fargo
Wells Fargo
California
-$1.93M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$811K
4
FA
Fiduciary Alliance
South Carolina
-$401K
5
CP
Camelot Portfolios
Ohio
-$245K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
26
Clear Creek Financial Management
Washington
$463K +$188K +4,161 +68%
SPC
27
Sigma Planning Corp
Michigan
$449K +$449K +9,920 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$444K +$198K +4,376 +81%
FTS
29
Fifth Third Securities
Ohio
$427K +$427K +9,435 New
SWM
30
SeaCrest Wealth Management
New York
$407K +$362 +8 +0.1%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$390K +$11.4K +252 +3%
D
32
Diversified
Delaware
$383K – – –
IWM
33
IHT Wealth Management
Illinois
$360K -$53.9K -1,191 -13%
OC
34
Oppenheimer & Co
New York
$358K -$633 -14 -0.2%
SCA
35
Sandy Cove Advisors
Massachusetts
$357K +$99.1K +2,190 +38%
AWM
36
AE Wealth Management
Kansas
$327K +$327K +7,225 New
IAP
37
Indie Asset Partners
Indiana
$291K +$291K +6,438 New
KAS
38
Kestra Advisory Services
Texas
$274K +$15.4K +340 +6%
WA
39
WBH Advisory
Maryland
$260K – – –
Jones Financial Companies
40
Jones Financial Companies
Missouri
$259K – – –
WA
41
Wealthstream Advisors
New York
$258K – – –
BW
42
Bison Wealth
Georgia
$226K +$226K +4,995 New
EH
43
Equitable Holdings
New York
$220K +$220K +4,857 New
Mariner
44
Mariner
Kansas
$211K +$211K +4,659 New
RFA
45
Resurgent Financial Advisors
Georgia
$206K -$77.5K -1,713 -27%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$203K +$203K +4,483 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$177K +$115K +2,552 +187%
WP
48
WealthShield Partners
North Carolina
$113K +$113K +2,494 New
FFA
49
Founders Financial Alliance
North Carolina
$81.6K – – –
MSS
50
Mitchell Sinkler & Starr
Pennsylvania
$80.9K – – –
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2
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