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Invesco AI and Next Gen Software ETF
IGPT

148 hedge funds and large institutions have $248M invested in Invesco AI and Next Gen Software ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 7

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

26% more capital invested

Capital invested by funds: $196M → $248M (+$51.5M)

25% more funds holding

Funds holding: 118 → 148 (+30)

2.86% more ownership

Funds ownership: 35.12% → 37.99% (+2.9%)

Holders
148
Holders Change
+30
Holders Change %
+25.42%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
35
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$11M
2
Jane Street
Jane Street
New York
+$5.28M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.11M
4
JSW
Journey Strategic Wealth
New Jersey
+$3.75M
5
Morgan Stanley
Morgan Stanley
New York
+$3.51M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$8.42M
2
MAG
Members Advisory Group
New York
-$6.48M
3
PFT
Providence First Trust
Arizona
-$2.4M
4
Bank of America
Bank of America
North Carolina
-$978K
5
Wells Fargo
Wells Fargo
California
-$461K
Name Holding Trade Value Shares
Change 		Change in
Stake
OCG
26
Opus Capital Group
Ohio
$1.35M +$1.32M +22,773 New
BCA
27
Bay Capital Advisors
Virginia
$1.31M -$38.5K -662 -3%
CCFM
28
Clear Creek Financial Management
Washington
$1.29M +$52.8K +908 +4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.1M -$30.6K -527 -3%
Stifel Financial
30
Stifel Financial
Missouri
$1.08M +$116K +1,999 +12%
PAG
31
Private Advisor Group
New Jersey
$1.02M +$27.8K +478 +3%
MHS
32
M Holdings Securities
Oregon
$966K +$945K +16,250 New
P
33
&Partners
Tennessee
$894K -$89.2K -1,534 -9%
BNMT
34
Bawa N Mallick Trust
New York
$892K – – –
RBWA
35
RFG - Bristol Wealth Advisors
Massachusetts
$849K -$10.3K -177 -1%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$809K – – –
EWA
37
EP Wealth Advisors
California
$804K +$786K +13,514 New
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$709K +$23.8K +409 +4%
Truist Financial
39
Truist Financial
North Carolina
$691K +$135K +2,316 +25%
MML Investors Services
40
MML Investors Services
Massachusetts
$666K +$37.8K +650 +6%
QCM
41
Quantinno Capital Management
New York
$628K +$614K +10,563 New
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$615K -$1.45K -25 -0.2%
CAM
43
Cresset Asset Management
Illinois
$603K – – –
FHA
44
Flagship Harbor Advisors
Massachusetts
$587K +$38.9K +669 +7%
PSF
45
Pacific Sun Financial
California
$567K -$45.3K -780 -8%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$549K +$537K +9,230 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$541K -$156K -2,679 -23%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$531K – – –
IA
49
IFG Advisory
Georgia
$522K -$47.4K -816 -9%
SWM
50
SeaCrest Wealth Management
New York
$466K – – –
1
2
3 4 5

IGPT Hedge Fund Activity: Q4 2025 in Review

148 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q4 2025, worth a combined $248M — up 26% from $196M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IGPT positions and 7 closed out — a net gain of 32 holders — while 35 added to existing stakes and 27 trimmed.

The largest buyer was Ameriprise, adding an estimated $11M. The largest seller was UBS Group, cutting an estimated $8.42M.

  • 148 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q4 2025, up from 118 in Q3 2025.
  • Funds reported $248M of Invesco AI and Next Gen Software ETF stock for Q4 2025, up 26% quarter-over-quarter.
  • 39 funds opened new Invesco AI and Next Gen Software ETF positions in Q4 2025 and 7 closed out, a net change of +32 holders.
  • The largest Invesco AI and Next Gen Software ETF buyer in Q4 2025 was Ameriprise, an estimated $11M added.
  • The largest Invesco AI and Next Gen Software ETF seller in Q4 2025 was UBS Group, an estimated $8.42M sold.

Based on aggregated 13F filings for Q4 2025.