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Invesco AI and Next Gen Software ETF
IGPT

109 hedge funds and large institutions have $121M invested in Invesco AI and Next Gen Software ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

4% more funds holding

Funds holding: 105 → 109 (+4)

0.06% less ownership

Funds ownership: 31.44% → 31.39% (-0.06%)

6% less capital invested

Capital invested by funds: $128M → $121M (-$7.47M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
22
Increased
25
Reduced
21
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$11.4M
2
BMM
Berkshire Money Management
Massachusetts
+$7.19M
3
Jane Street
Jane Street
New York
+$2.42M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.5M
5
AAS
Avantax Advisory Services
Texas
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
-$8.98M
2
MIM
Marshall Investment Management
Colorado
-$5.2M
3
Morgan Stanley
Morgan Stanley
New York
-$4.27M
4
SIM
Seaview Investment Managers
Florida
-$1.27M
5
MAG
Members Advisory Group
New York
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$623K -$21.3K -467 -3%
BNMT
27
Bawa N Mallick Trust
New York
$607K – – –
Two Sigma Investments
28
Two Sigma Investments
New York
$595K +$669K +14,700 New
Citadel Advisors
29
Citadel Advisors
Florida
$468K +$13.9K +305 +3%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$452K +$9.6K +211 +2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$442K +$154K +3,391 +45%
PSF
32
Pacific Sun Financial
California
$438K -$39.1K -860 -7%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$436K -$3.64K -80 -0.7%
CAM
34
Cresset Asset Management
Illinois
$410K +$461K +10,130 New
IA
35
IFG Advisory
Georgia
$410K +$31.3K +687 +7%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$405K – – –
RBWA
37
RFG - Bristol Wealth Advisors
Massachusetts
$392K -$8.98M -197,272 -95%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$388K +$59.2K +1,300 +16%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$373K – – –
TWA
40
TCI Wealth Advisors
Arizona
$341K – – –
MML Investors Services
41
MML Investors Services
Massachusetts
$333K +$76.1K +1,671 +25%
KAS
42
Kestra Advisory Services
Texas
$330K -$15.1K -331 -4%
SWM
43
SeaCrest Wealth Management
New York
$321K -$51.7K -1,135 -13%
OC
44
Oppenheimer & Co
New York
$316K – – –
BCI
45
Brinker Capital Investments
Pennsylvania
$313K +$351K +7,719 New
OPS
46
Orion Portfolio Solutions
Nebraska
$313K +$351K +7,719 New
DE
47
Diversified Enterprises
Delaware
$312K – – –
Truist Financial
48
Truist Financial
North Carolina
$306K +$343K +7,546 New
FHA
49
Flagship Harbor Advisors
Massachusetts
$304K +$26.1K +574 +8%
SCA
50
Sandy Cove Advisors
Massachusetts
$285K – – –
1
2
3 4 5

IGPT Hedge Fund Activity: Q1 2025 in Review

109 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q1 2025, worth a combined $121M — down 5.8% from $128M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IGPT positions and 17 closed out — a net gain of 5 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was UBS Group, adding an estimated $11.4M. The largest seller was RFG - Bristol Wealth Advisors, cutting an estimated $8.98M.

  • 109 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q1 2025, up from 105 in Q4 2024.
  • Funds reported $121M of Invesco AI and Next Gen Software ETF stock for Q1 2025, down 5.8% quarter-over-quarter.
  • 22 funds opened new Invesco AI and Next Gen Software ETF positions in Q1 2025 and 17 closed out, a net change of +5 holders.
  • The largest Invesco AI and Next Gen Software ETF buyer in Q1 2025 was UBS Group, an estimated $11.4M added.
  • The largest Invesco AI and Next Gen Software ETF seller in Q1 2025 was RFG - Bristol Wealth Advisors, an estimated $8.98M sold.

Based on aggregated 13F filings for Q1 2025.