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Invesco AI and Next Gen Software ETF

140 hedge funds and large institutions have $243M invested in Invesco AI and Next Gen Software ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11M
2 +$5.28M
3 +$5.11M
4
JSW
Journey Strategic Wealth
New Jersey
+$3.75M
5
Morgan Stanley
Morgan Stanley
New York
+$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
OCG
26
Opus Capital Group
Ohio
$1.35M
BCA
27
Bay Capital Advisors
Virginia
$1.31M
CCFM
28
Clear Creek Financial Management
Washington
$1.29M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.1M
Stifel Financial
30
Stifel Financial
Missouri
$1.08M
PAG
31
Private Advisor Group
New Jersey
$1.02M
MHS
32
M Holdings Securities
Oregon
$966K
P
33
&Partners
Tennessee
$894K
RBWA
34
RFG - Bristol Wealth Advisors
Massachusetts
$849K
EWA
35
EP Wealth Advisors
California
$804K
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$709K
Truist Financial
37
Truist Financial
North Carolina
$691K
MML Investors Services
38
MML Investors Services
Massachusetts
$666K
QCM
39
Quantinno Capital Management
New York
$628K
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$615K
CAM
41
Cresset Asset Management
Illinois
$603K
FHA
42
Flagship Harbor Advisors
Massachusetts
$587K
PSF
43
Pacific Sun Financial
California
$567K
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$549K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$541K
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$531K
IA
47
IFG Advisory
Georgia
$522K
SWM
48
SeaCrest Wealth Management
New York
$466K
OC
49
Oppenheimer & Co
New York
$462K
DE
50
Diversified Enterprises
Delaware
$454K