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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

97 hedge funds and large institutions have $162M invested in Invesco AI and Next Gen Software ETF in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+14
Holders Change %
+16.87%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
25
Increased
33
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.55M
2
NCM
Niemann Capital Management
Nevada
+$2.85M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.5M
4
Truist Financial
Truist Financial
North Carolina
+$974K
5
AI
Atria Investments
North Carolina
+$950K

Top Sellers

1
JFM
Jackson Financial Management
California
-$3.92M
2
FMP
Financial Management Professionals
Texas
-$3.46M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.8M
4
IMC Chicago
IMC Chicago
Illinois
-$2.33M
5
IA
IFP Advisors
Florida
-$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
51
Parker Investment Management
California
$381K -$7.97K -240 -2%
IAA
52
Independent Advisor Alliance
North Carolina
$366K +$366K +11,019 New
AL
53
Aspiriant LLC
California
$365K +$98.2K +2,955 +37%
SWM
54
SeaCrest Wealth Management
New York
$337K +$337K +10,125 New
AWM
55
Avitas Wealth Management
California
$327K -$2.7K -81 -0.8%
WA
56
WBH Advisory
Maryland
$315K – – –
Citigroup
57
Citigroup
New York
$312K +$9.97K +300 +3%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$277K +$16.8K +504 +6%
PSF
59
Pacific Sun Financial
California
$275K +$26.5K +795 +11%
WAM
60
Wealthspire Advisors (Maryland)
Maryland
$260K +$100 +3 +0%
KWM
61
Kingsview Wealth Management
Oregon
$259K – – –
CIBC World Market
62
CIBC World Market
Ontario, Canada
$255K +$255K +7,683 New
CCFM
63
Clear Creek Financial Management
Washington
$243K -$4.09K -120 -2%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$231K – – –
SFM
65
Signet Financial Management
New Jersey
$215K +$6.6K +198 +3%
LCAM
66
London & Capital Asset Management
United Kingdom
$210K +$210K +6,330 New
MWM
67
Merriman Wealth Management
Washington
$200K +$200K +6,018 New
SFS
68
Sowell Financial Services
Arkansas
$197K +$164K +4,938 +500%
WEC
69
Winslow Evans & Crocker
Massachusetts
$194K – – –
MIFH
70
Migdal Insurance & Financial Holdings
Israel
$182K +$26.3K +792 +17%
NFG
71
Next Financial Group
Texas
$166K +$71.6K +2,157 +76%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$158K +$5.87K +177 +4%
SNT
73
Security National Trust
West Virginia
$100K – – –
FANJ
74
Financial Architects (New Jersey)
New Jersey
$98K – – –
MWP
75
MYCIO Wealth Partners
Pennsylvania
$70K – – –
1 2
3
4 5