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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

104 hedge funds and large institutions have $127M invested in Invesco AI and Next Gen Software ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
104
Holders Change
-4
Holders Change %
-3.7%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
15
Increased
29
Reduced
20
Closed
13
Calls
$68K
Puts
–
Net Calls
+$68K
Net Calls Change
+$68K

Top Buyers

1
RBWA
1
RFG - Bristol Wealth Advisors
Massachusetts
$9.36M
2
MAG
2
Members Advisory Group
New York
$9.8M
3
MIM
3
Marshall Investment Management
Colorado
$5.21M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.41M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$28.4K
3
Citadel Advisors
3
Citadel Advisors
Florida
$509K
4
SIM
4
Seaview Investment Managers
Florida
$1.27M
5
Ameriprise
5
Ameriprise
Minnesota
$4.64M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$536K 11,516 – –
PSF
27
Pacific Sun Financial
California
$528K 11,670 -220 -2%
Citadel Advisors
28
Citadel Advisors
Florida
$509K 11,253 -58,873 -84%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$496K 10,957 – –
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$490K 10,841 +2,358 +28%
IA
31
IFG Advisory
Georgia
$426K 9,429 +9,429 New
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$416K 9,200 +274 +3%
SWM
33
SeaCrest Wealth Management
New York
$410K 9,059 – –
KAS
34
Kestra Advisory Services
Texas
$384K 8,484 +548 +7%
TWA
35
TCI Wealth Advisors
Arizona
$381K 8,413 – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$375K 8,286 +981 +13%
HCC
37
Hirtle Callaghan & Co
Pennsylvania
$368K 8,142 +8,142 New
OC
38
Oppenheimer & Co
New York
$353K 7,799 – –
SPC
39
Sigma Planning Corp
Michigan
$349K 7,707 -637 -8%
DE
40
Diversified Enterprises
Delaware
$348K 7,701 -62 -0.8%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$341K 7,536 +879 +13%
SCA
42
Sandy Cove Advisors
Massachusetts
$318K 7,041 – –
FHA
43
Flagship Harbor Advisors
Massachusetts
$314K 6,937 +6,937 New
Belvedere Trading
44
Belvedere Trading
Illinois
$306K 6,756 +6,756 New
MML Investors Services
45
MML Investors Services
Massachusetts
$297K 6,558 +754 +13%
SW
46
SteelPeak Wealth
California
$265K 5,850 -1,230 -17%
WA
47
Wealthstream Advisors
New York
$258K 5,700 – –
AWM
48
Apollon Wealth Management
South Carolina
$250K 5,538 +106 +2%
WA
49
WBH Advisory
Maryland
$250K 5,526 – –
IWM
50
IHT Wealth Management
Illinois
$244K 5,394 -813 -13%
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