We are live on ! Find out more
IGPT icon

Invesco AI and Next Gen Software ETF

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

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

61% more capital invested

Capital invested by funds: $84.9M → $137M (+$51.8M)

35% more funds holding

Funds holding: 5270 (+18)

6.07% more ownership

Funds ownership: 103.05%109.12% (+6.1%)

Holders
70
Holders Change
+18
Holders Change %
+34.62%
% of All Funds
1.51%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$229K +$17K +600 +9%
KWM
52
Kingsview Wealth Management
Oregon
$229K +$212K +7,500 New
AL
53
Aspiriant LLC
California
$224K +$208K +7,365 New
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$210K
APA
55
American Portfolios Advisors
New York
$196K +$163K +5,772 +891%
Marshall Wace
56
Marshall Wace
United Kingdom
$195K +$181K +6,402 New
IA
57
IFG Advisory
Georgia
$148K -$89.1K -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 +$19K +672 +30%
WEC
61
Winslow Evans & Crocker
Massachusetts
$78K +$70.9K +2,508 New
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$43K +$39.8K +1,407 New
GRP
63
Global Retirement Partners
California
$26K +$23.7K +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 +$2.88K +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

IGPT Hedge Fund Activity: Q1 2019 in Review

70 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q1 2019, worth a combined $137M — up 61% from $84.9M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IGPT positions and 8 closed out — a net gain of 18 holders — while 23 added to existing stakes and 8 trimmed.

The largest buyer was Niemann Capital Management, opening a new position worth an estimated $11.8M. The largest seller was Summit Trail Advisors, cutting an estimated $5.79M.

  • 70 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q1 2019, up from 52 in Q4 2018.
  • Funds reported $137M of Invesco AI and Next Gen Software ETF stock for Q1 2019, up 61% quarter-over-quarter.
  • 26 funds opened new Invesco AI and Next Gen Software ETF positions in Q1 2019 and 8 closed out, a net change of +18 holders.
  • The largest Invesco AI and Next Gen Software ETF buyer in Q1 2019 was Niemann Capital Management, an estimated $11.8M added.
  • The largest Invesco AI and Next Gen Software ETF seller in Q1 2019 was Summit Trail Advisors, an estimated $5.79M sold.

Based on aggregated 13F filings for Q1 2019.