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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

104 hedge funds and large institutions have $102M invested in Invesco AI and Next Gen Software ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+16
Holders Change %
+18.18%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
27
Reduced
14
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$14.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.64M
4
Bank of America
4
Bank of America
North Carolina
$6.68M
5
Ameriprise
5
Ameriprise
Minnesota
$6.52M

Top Sellers

1
Jane Street
1
Jane Street
New York
$629K
2
Wells Fargo
2
Wells Fargo
California
$16.6K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CNBT
4
Canandaigua National Bank & Trust
New York
$0
5
PAG
5
Private Advisory Group
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$452K -$19.1K -403 -4%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$436K +$26.8K +565 +7%
SWM
28
SeaCrest Wealth Management
New York
$430K +$2.85K +60 +0.7%
CA
29
Carson Advisory
Georgia
$406K +$406K +8,557 New
D
30
Diversified
Delaware
$402K – – –
TWA
31
TCI Wealth Advisors
Arizona
$400K +$400K +8,413 New
OC
32
Oppenheimer & Co
New York
$376K -$760 -16 -0.2%
SCA
33
Sandy Cove Advisors
Massachusetts
$375K – – –
KAS
34
Kestra Advisory Services
Texas
$317K +$29K +610 +10%
SW
35
SteelPeak Wealth
California
$307K +$307K +6,460 New
Jones Financial Companies
36
Jones Financial Companies
Missouri
$302K +$30K +632 +11%
IWM
37
IHT Wealth Management
Illinois
$279K -$99K -2,085 -26%
SS
38
Sunbelt Securities
Texas
$276K +$274K +5,760 +9,600%
WA
39
Wealthstream Advisors
New York
$271K – – –
HighTower Advisors
40
HighTower Advisors
Illinois
$270K +$270K +5,678 New
WA
41
WBH Advisory
Maryland
$262K -$10.7K -225 -4%
PCS
42
Personal CFO Solutions
New Jersey
$249K +$249K +5,238 New
MML Investors Services
43
MML Investors Services
Massachusetts
$244K +$244K +5,137 New
FFN
44
Focus Financial Network
Minnesota
$239K +$239K +5,106 New
EH
45
Equitable Holdings
New York
$238K +$7.65K +161 +3%
RJT
46
Raymond James Trust
Florida
$236K +$236K +4,979 New
Cerity Partners
47
Cerity Partners
New York
$232K +$232K +4,880 New
BW
48
Bison Wealth
Georgia
$226K – – –
Mariner
49
Mariner
Kansas
$219K -$2.19K -46 -1%
DC
50
Davenport & Co
Virginia
$214K +$214K +4,500 New
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2
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