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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

70 hedge funds and large institutions have $137M invested in Invesco AI and Next Gen Software ETF in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+18
Holders Change %
+34.62%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
26
Increased
23
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NCM
Niemann Capital Management
Nevada
+$12.6M
2
SPC
Sigma Planning Corp
Michigan
+$5.48M
3
UBS Group
UBS Group
Switzerland
+$4.77M
4
JFM
Jackson Financial Management
California
+$3.83M
5
FMP
Financial Management Professionals
Texas
+$2.68M

Top Sellers

1
STA
Summit Trail Advisors
New York
-$6.23M
2
Morgan Stanley
Morgan Stanley
New York
-$4.51M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.98M
4
Goldman Sachs
Goldman Sachs
New York
-$2.34M
5
TRCT
Tower Research Capital (TRC)
New York
-$591K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$229K +$18.3K +600 +9%
KWM
52
Kingsview Wealth Management
Oregon
$229K +$229K +7,500 New
AL
53
Aspiriant LLC
California
$224K +$224K +7,365 New
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$210K – – –
APA
55
American Portfolios Advisors
New York
$196K +$176K +5,772 +891%
Marshall Wace
56
Marshall Wace
United Kingdom
$195K +$195K +6,402 New
IA
57
IFG Advisory
Georgia
$148K -$12.2K -3,153 -8%
FANJ
58
Financial Architects (New Jersey)
New Jersey
$114K – – –
SNT
59
Security National Trust
West Virginia
$91K – – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$90K +$20.5K +672 +30%
WEC
61
Winslow Evans & Crocker
Massachusetts
$78K +$78K +2,508 New
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$43K +$43K +1,407 New
GRP
63
Global Retirement Partners
California
$26K +$26K +840 New
JCM
64
Jacobi Capital Management
Pennsylvania
$18K – – –
SBL
65
Sargent Bickham Lagudis
Colorado
$8K – – –
MPWT
66
MassMutual Private Wealth & Trust
Connecticut
$7.86K – – –
CAC
67
Certified Advisory Corp
Florida
$3K – – –
PA
68
Parallel Advisors
California
$3K +$3K +102 New
GT
69
Glenmede Trust
Pennsylvania
$393 – – –
Citadel Advisors
70
Citadel Advisors
Florida
– -$2.98M -121,143 Closed
TRCT
71
Tower Research Capital (TRC)
New York
– -$591K -24,000 Closed
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
– -$511K -20,733 Closed
CWM
73
Cornerstone Wealth Management
Missouri
– -$460K -18,747 Closed
CCP
74
Cardan Capital Partners
Colorado
– -$407K -16,512 Closed
WANY
75
Wealthspire Advisors (New York)
New York
– -$59K -2,400 Closed
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