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Invesco AI and Next Gen Software ETF

117 hedge funds and large institutions have $169M invested in Invesco AI and Next Gen Software ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

40% more capital invested

Capital invested by funds: $121M → $169M (+$48.5M)

7% more funds holding

Funds holding: 109117 (+8)

3.61% more ownership

Funds ownership: 31.39%35% (+3.6%)

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
24
Reduced
31
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$893K +$43 +1 +0%
CCFM
27
Clear Creek Financial Management
Washington
$889K +$69K +1,597 +10%
BCA
28
Bay Capital Advisors
Virginia
$876K +$770K +17,819 New
Stifel Financial
29
Stifel Financial
Missouri
$869K -$36.8K -851 -5%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$782K +$22.7K +525 +3%
P
31
&Partners
Tennessee
$752K +$644K +14,900 New
BNMT
32
Bawa N Mallick Trust
New York
$737K
EWA
33
EP Wealth Advisors
California
$676K -$452K -10,458 -43%
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$566K
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$510K -$16.7K -386 -4%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$509K -$34.7K -804 -7%
PSF
37
Pacific Sun Financial
California
$507K -$21.6K -500 -5%
CAM
38
Cresset Asset Management
Illinois
$498K +$130 +3 +0%
MHS
39
M Holdings Securities
Oregon
$492K +$434K +10,043 New
IA
40
IFG Advisory
Georgia
$471K -$22.8K -527 -5%
MML Investors Services
41
MML Investors Services
Massachusetts
$471K +$58.7K +1,358 +17%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$447K -$20.8K -482 -5%
FHA
43
Flagship Harbor Advisors
Massachusetts
$445K +$66.6K +1,542 +21%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$439K -$11.8K -274 -3%
TWA
45
TCI Wealth Advisors
Arizona
$413K
Truist Financial
46
Truist Financial
North Carolina
$401K +$26.3K +609 +8%
SWM
47
SeaCrest Wealth Management
New York
$383K -$5.31K -123 -2%
OC
48
Oppenheimer & Co
New York
$383K -$475 -11 -0.1%
DE
49
Diversified Enterprises
Delaware
$375K -$3.24K -75 -1%
Comerica Bank
50
Comerica Bank
Texas
$337K +$285K +6,604 +2,685%

IGPT Hedge Fund Activity: Q2 2025 in Review

117 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q2 2025, worth a combined $169M — up 40% from $121M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IGPT positions and 14 closed out — a net gain of 11 holders — while 24 added to existing stakes and 31 trimmed.

The largest buyer was Journey Strategic Wealth, opening a new position worth an estimated $12.1M. The largest seller was Jane Street, exiting entirely with an estimated $2.15M sold.

  • 117 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q2 2025, up from 109 in Q1 2025.
  • Funds reported $169M of Invesco AI and Next Gen Software ETF stock for Q2 2025, up 40% quarter-over-quarter.
  • 25 funds opened new Invesco AI and Next Gen Software ETF positions in Q2 2025 and 14 closed out, a net change of +11 holders.
  • The largest Invesco AI and Next Gen Software ETF buyer in Q2 2025 was Journey Strategic Wealth, an estimated $12.1M added.
  • The largest Invesco AI and Next Gen Software ETF seller in Q2 2025 was Jane Street, an estimated $2.15M sold.

Based on aggregated 13F filings for Q2 2025.