IGPT icon

Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

77 hedge funds and large institutions have $156M invested in Invesco AI and Next Gen Software ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
29
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.66M
2
LPL Financial
LPL Financial
California
+$2.54M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.05M
4
Wells Fargo
Wells Fargo
California
+$1.74M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.13M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$1.07M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$829K
3
Ameriprise
Ameriprise
Minnesota
-$727K
4
PMG
ProVise Management Group
Florida
-$537K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$440K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
51
Wealthspire Advisors (Maryland)
Maryland
$249K -$60.1K -1,884 -19%
KWM
52
Kingsview Wealth Management
Oregon
$249K +$9.58K +300 +4%
Renaissance Technologies
53
Renaissance Technologies
New York
$249K +$249K +7,800 New
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$223K -$440K -13,800 -66%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$220K – – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$130K +$35.9K +1,125 +38%
SNT
57
Security National Trust
West Virginia
$96K – – –
FANJ
58
Financial Architects (New Jersey)
New Jersey
$94K -$24.7K -777 -21%
NFG
59
Next Financial Group
Texas
$91K +$91K +2,844 New
WEC
60
Winslow Evans & Crocker
Massachusetts
$90K +$9.62K +300 +12%
AP
61
Advisors Preferred
Maryland
$64K +$64K +1,992 New
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$50K +$4.9K +153 +11%
GRP
63
Global Retirement Partners
California
$27K – – –
JCM
64
Jacobi Capital Management
Pennsylvania
$19K – – –
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$14K +$14K +447 New
CFGS
66
Concourse Financial Group Securities
Alabama
$13K +$13K +396 New
AF
67
Arrow Financial
New York
$10K +$10K +300 New
SPIA
68
Steward Partners Investment Advisory
New York
$9K +$9K +300 New
SBL
69
Sargent Bickham Lagudis
Colorado
$8K – – –
MPWT
70
MassMutual Private Wealth & Trust
Connecticut
$8K – – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$6K +$6K +198 New
PA
72
Parallel Advisors
California
$3K – – –
CAC
73
Certified Advisory Corp
Florida
$3K – – –
GT
74
Glenmede Trust
Pennsylvania
$412 – – –
BRWM
75
B. Riley Wealth Management
Tennessee
$332 +$332 +10,398 New
1 2
3
4