IGPT icon

Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

83 hedge funds and large institutions have $149M invested in Invesco AI and Next Gen Software ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+6
Holders Change %
+7.79%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
26
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMC Chicago
IMC Chicago
Illinois
+$3.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.18M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.65M
5
Wells Fargo
Wells Fargo
California
+$942K

Top Sellers

1
NCM
Niemann Capital Management
Nevada
-$13.5M
2
UBS Group
UBS Group
Switzerland
-$2.8M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$2.57M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.08M
5
Jane Street
Jane Street
New York
-$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
51
Aspiriant LLC
California
$249K – – –
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$243K +$243K +7,824 New
WAM
53
Wealthspire Advisors (Maryland)
Maryland
$242K – – –
KWM
54
Kingsview Wealth Management
Oregon
$242K – – –
CCFM
55
Clear Creek Financial Management
Washington
$233K +$233K +7,248 New
PSF
56
Pacific Sun Financial
California
$232K +$232K +7,470 New
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$214K – – –
SS
58
Simplicity Solutions
Minnesota
$213K +$213K +6,870 New
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$205K -$12.2K -393 -6%
SFM
60
Signet Financial Management
New Jersey
$201K +$201K +6,255 New
WEC
61
Winslow Evans & Crocker
Massachusetts
$182K +$94.2K +3,012 +107%
MIFH
62
Migdal Insurance & Financial Holdings
Israel
$143K +$143K +4,683 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$142K +$16.1K +519 +13%
SNT
64
Security National Trust
West Virginia
$93K – – –
FANJ
65
Financial Architects (New Jersey)
New Jersey
$92K – – –
NFG
66
Next Financial Group
Texas
$88K – – –
MWP
67
MYCIO Wealth Partners
Pennsylvania
$65K +$65K +2,109 New
CAN
68
Claraphi Advisory Network
United States
$63K +$63K +2,025 New
MAU
69
MRA Associates USA
Arizona
$32.6K +$32.6K +1,050 New
SFS
70
Sowell Financial Services
Arkansas
$31K +$31K +987 New
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$27K +879 New
GRP
72
Global Retirement Partners
California
$26K – – –
JCM
73
Jacobi Capital Management
Pennsylvania
$19K – – –
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$14K – – –
AP
75
Advisors Preferred
Maryland
$12K -$49.8K -1,605 -81%
1 2
3
4