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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

115 hedge funds and large institutions have $165M 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 13 closing their positions.

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% 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
23
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSW
1
Journey Strategic Wealth
New Jersey
$13.8M
2
UBS Group
2
UBS Group
Switzerland
$44.6M
3
OCM
3
Orser Capital Management
Texas
$1.47M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$1.26M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$953K

Top Sellers

1
MAG
1
Members Advisory Group
New York
$7.25M
2
Jane Street
2
Jane Street
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.13M
4
PCP
4
Proficio Capital Partners
Massachusetts
$295K
5
Bank of America
5
Bank of America
North Carolina
$7.49M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
51
Sandy Cove Advisors
Massachusetts
$281K 5,712 -1,329 -19%
WA
52
Wealthstream Advisors
New York
$280K 5,700 – –
AWM
53
Apollon Wealth Management
South Carolina
$268K 5,463 -255 -4%
PFS
54
Prospera Financial Services
Texas
$261K 5,310 +5,310 New
CIA
55
Concurrent Investment Advisors
Florida
$260K 5,291 -182 -3%
PAS
56
Park Avenue Securities
New York
$258K 5,255 +5,255 New
Mariner
57
Mariner
Kansas
$243K 4,942 +4,942 New
KAS
58
Kestra Advisory Services
Texas
$240K 4,879 -3,274 -40%
WA
59
WBH Advisory
Maryland
$224K 4,551 +4,551 New
HighTower Advisors
60
HighTower Advisors
Illinois
$216K 4,399 +4,399 New
FLPIM
61
F.L. Putnam Investment Management
Massachusetts
$214K 4,350 +4,350 New
FFN
62
Focus Financial Network
Minnesota
$207K 4,214 +4,214 New
LI
63
LRI Investments
Florida
$189K 3,855 – –
Fidelity Investments
64
Fidelity Investments
Massachusetts
$170K 3,449 -80 -2%
CWM
65
Crowley Wealth Management
Delaware
$160K 3,160 +1,470 +87%
AWM
66
AE Wealth Management
Kansas
$151K 3,082 -100 -3%
GIM
67
Glenmede Investment Management
Pennsylvania
$147K 3,000 +3,000 New
SFA
68
Semmax Financial Advisors
North Carolina
$129K 2,563 – –
SPIA
69
Steward Partners Investment Advisory
New York
$100K 2,035 +108 +6%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$86K 1,750 – –
HI
71
Harbour Investments
Wisconsin
$72.9K 1,484 +238 +19%
GRP
72
Global Retirement Partners
California
$70.8K 1,441 +1,441 New
BF
73
BOK Financial
Oklahoma
$61.9K 1,260 – –
CWIG
74
Chung Wu Investment Group
Texas
$60.9K 1,240 +1,240 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$60K 1,215 – –
1 2
3
4 5