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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

116 hedge funds and large institutions have $166M invested in Invesco AI and Next Gen Software ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
23
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSW
Journey Strategic Wealth
New Jersey
+$13.8M
2
UBS Group
UBS Group
Switzerland
+$9.61M
3
OCM
Orser Capital Management
Texas
+$1.47M
4
DAS
Dynamic Advisor Solutions
Arizona
+$1.26M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$953K

Top Sellers

1
MAG
Members Advisory Group
New York
-$2.29M
2
Jane Street
Jane Street
New York
-$2.15M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.34M
4
PCP
Proficio Capital Partners
Massachusetts
-$1.03M
5
Bank of America
Bank of America
North Carolina
-$838K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$893K +$49 +1 +0%
CCFM
27
Clear Creek Financial Management
Washington
$889K +$78.5K +1,597 +10%
BCA
28
Bay Capital Advisors
Virginia
$876K +$876K +17,819 New
Stifel Financial
29
Stifel Financial
Missouri
$869K -$41.8K -851 -5%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$782K +$25.8K +525 +3%
P
31
&Partners
Tennessee
$752K +$752K +14,900 New
EWA
32
EP Wealth Advisors
California
$676K -$514K -10,458 -43%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$566K – – –
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$510K -$19K -386 -4%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$509K -$39.5K -804 -7%
PSF
36
Pacific Sun Financial
California
$507K -$24.6K -500 -5%
CAM
37
Cresset Asset Management
Illinois
$498K +$147 +3 +0%
MHS
38
M Holdings Securities
Oregon
$492K +$492K +10,043 New
IA
39
IFG Advisory
Georgia
$471K -$25.9K -527 -5%
MML Investors Services
40
MML Investors Services
Massachusetts
$471K +$66.7K +1,358 +17%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$447K -$23.7K -482 -5%
FHA
42
Flagship Harbor Advisors
Massachusetts
$445K +$75.8K +1,542 +21%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$439K -$13.5K -274 -3%
TWA
44
TCI Wealth Advisors
Arizona
$413K – – –
Truist Financial
45
Truist Financial
North Carolina
$401K +$29.9K +609 +8%
SWM
46
SeaCrest Wealth Management
New York
$383K -$6.05K -123 -2%
OC
47
Oppenheimer & Co
New York
$383K -$541 -11 -0.1%
DE
48
Diversified Enterprises
Delaware
$375K -$3.69K -75 -1%
Comerica Bank
49
Comerica Bank
Texas
$337K +$325K +6,604 +2,685%
PCP
50
Proficio Capital Partners
Massachusetts
$295K -$1.03M -20,980 -78%
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