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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

108 hedge funds and large institutions have $112M invested in Invesco AI and Next Gen Software ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
40
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$20.7M
2
Jane Street
Jane Street
New York
$5.5M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.11M
4
Citadel Advisors
Citadel Advisors
Florida
$3.19M
5
SIM
Seaview Investment Managers
Florida
$1.99M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$287K
2
Morgan Stanley
Morgan Stanley
New York
$15.4M
3
FA
Fiduciary Alliance
South Carolina
$0
4
Ameriprise
Ameriprise
Minnesota
$5.2M
5
LPL Financial
LPL Financial
California
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$524K +$46.2K +1,016 +10%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$507K +$217K +4,752 +75%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$499K +$499K +10,957 New
CA
29
Carson Advisory
Georgia
$417K +$27.2K +598 +7%
SWM
30
SeaCrest Wealth Management
New York
$412K – – –
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$406K -$11.5K -252 -3%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$386K +$182K +4,000 +89%
TWA
33
TCI Wealth Advisors
Arizona
$383K – – –
SPC
34
Sigma Planning Corp
Michigan
$380K -$53.4K -1,173 -12%
KAS
35
Kestra Advisory Services
Texas
$361K +$57.3K +1,260 +19%
FTUS
36
Flow Traders U.S.
New York
$358K +$358K +7,879 New
OC
37
Oppenheimer & Co
New York
$355K -$4.91K -108 -1%
FWM
38
Focused Wealth Management
New York
$354K +$354K +462 New
D
39
Diversified
Delaware
$353K -$31.6K -694 -8%
DE
40
Diversified Enterprises
Delaware
$353K +$353K +7,763 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$332K +$316K +6,944 +1,924%
SW
42
SteelPeak Wealth
California
$322K +$28.2K +620 +10%
SCA
43
Sandy Cove Advisors
Massachusetts
$320K -$39.2K -861 -11%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$303K +$104K +2,280 +52%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$287K -$7.99M -175,686 -97%
IWM
46
IHT Wealth Management
Illinois
$282K +$15.1K +332 +6%
HighTower Advisors
47
HighTower Advisors
Illinois
$273K +$15.1K +333 +6%
MML Investors Services
48
MML Investors Services
Massachusetts
$264K +$30.3K +667 +13%
WA
49
Wealthstream Advisors
New York
$259K – – –
WA
50
WBH Advisory
Maryland
$251K – – –
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