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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

108 hedge funds and large institutions have $120M 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
Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.47%
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

1
UBS Group
UBS Group
Switzerland
+$10.1M
2
BMM
Berkshire Money Management
Massachusetts
+$6.4M
3
Jane Street
Jane Street
New York
+$2.15M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.34M
5
AAS
Avantax Advisory Services
Texas
+$1.32M

Top Sellers

1
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
-$7.99M
2
MIM
Marshall Investment Management
Colorado
-$4.62M
3
Morgan Stanley
Morgan Stanley
New York
-$3.8M
4
SIM
Seaview Investment Managers
Florida
-$1.27M
5
MAG
Members Advisory Group
New York
-$921K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$623K -$18.9K -467 -3%
Two Sigma Investments
27
Two Sigma Investments
New York
$595K +$595K +14,700 New
Citadel Advisors
28
Citadel Advisors
Florida
$468K +$12.3K +305 +3%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$452K +$8.54K +211 +2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$442K +$137K +3,391 +45%
PSF
31
Pacific Sun Financial
California
$438K -$34.8K -860 -7%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$436K -$3.24K -80 -0.7%
CAM
33
Cresset Asset Management
Illinois
$410K +$410K +10,130 New
IA
34
IFG Advisory
Georgia
$410K +$27.8K +687 +7%
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$405K – – –
RBWA
36
RFG - Bristol Wealth Advisors
Massachusetts
$392K -$7.99M -197,272 -95%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$388K +$52.6K +1,300 +16%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$373K – – –
TWA
39
TCI Wealth Advisors
Arizona
$341K – – –
MML Investors Services
40
MML Investors Services
Massachusetts
$333K +$67.6K +1,671 +25%
KAS
41
Kestra Advisory Services
Texas
$330K -$13.4K -331 -4%
SWM
42
SeaCrest Wealth Management
New York
$321K -$46K -1,135 -13%
OC
43
Oppenheimer & Co
New York
$316K – – –
BCI
44
Brinker Capital Investments
Pennsylvania
$313K +$313K +7,719 New
OPS
45
Orion Portfolio Solutions
Nebraska
$313K +$313K +7,719 New
DE
46
Diversified Enterprises
Delaware
$312K – – –
Truist Financial
47
Truist Financial
North Carolina
$306K +$306K +7,546 New
FHA
48
Flagship Harbor Advisors
Massachusetts
$304K +$23.2K +574 +8%
SCA
49
Sandy Cove Advisors
Massachusetts
$285K – – –
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$261K +$261K +6,436 New
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