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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

91 hedge funds and large institutions have $133M invested in Invesco AI and Next Gen Software ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-6
Holders Change %
-6.19%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
21
Reduced
33
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DC
Defender Capital
North Carolina
+$5.7M
2
IMC Chicago
IMC Chicago
Illinois
+$4.84M
3
TRCT
Tower Research Capital (TRC)
New York
+$2.36M
4
APW
Aurora Private Wealth
New Jersey
+$870K
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$815K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.6M
2
Wells Fargo
Wells Fargo
California
-$2.88M
3
NCM
Niemann Capital Management
Nevada
-$2.85M
4
UBS Group
UBS Group
Switzerland
-$1.92M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
51
Beam Wealth Advisors
Louisiana
$272K -$81.6K -2,859 -23%
KWM
52
Kingsview Wealth Management
Oregon
$259K +$36K +1,260 +16%
PSF
53
Pacific Sun Financial
California
$254K +$18K +630 +8%
TWM
54
Triton Wealth Management
Arizona
$233K +$233K +6,972 New
TSS
55
Two Sigma Securities
New York
$232K +$232K +8,109 New
WAM
56
Wealthspire Advisors (Maryland)
Maryland
$225K +$1.72K +60 +0.8%
CCFM
57
Clear Creek Financial Management
Washington
$222K -$3.22K -102 -1%
Citigroup
58
Citigroup
New York
$190K -$77.8K -2,727 -29%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$188K – – –
MIFH
60
Migdal Insurance & Financial Holdings
Israel
$187K +$30.4K +1,062 +19%
SFS
61
Sowell Financial Services
Arkansas
$186K +$17K +597 +10%
WEC
62
Winslow Evans & Crocker
Massachusetts
$168K – – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$132K -$4.29K -150 -3%
Marshall Wace
64
Marshall Wace
United Kingdom
$125K +$125K +4,389 New
NFG
65
Next Financial Group
Texas
$88K -$55.5K -1,935 -39%
SNT
66
Security National Trust
West Virginia
$86K – – –
FANJ
67
Financial Architects (New Jersey)
New Jersey
$71K -$13.1K -462 -16%
BWM
68
BerganKDV Wealth Management
Minnesota
$60K +$60K +2,100 New
CAN
69
Claraphi Advisory Network
United States
$58K +$58K +2,025 New
BWA
70
BDO Wealth Advisors
Florida
$55K +$55K +1,929 New
DTIM
71
Danda Trouve Investment Management
Kansas
$50K – – –
GI
72
Gradient Investments
Minnesota
$37K – – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$29K +$17.3K +606 +147%
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$26K – – –
GRP
75
Global Retirement Partners
California
$24K – – –
1 2
3
4 5