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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

92 hedge funds and large institutions have $175M invested in Invesco AI and Next Gen Software ETF in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
23
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.36M
2
BSG
Black Swift Group
Colorado
+$2.32M
3
Wells Fargo
Wells Fargo
California
+$1.57M
4
FAIM
Financial Advocates Investment Management
Washington
+$1.43M
5
CA
Cetera Advisors
Colorado
+$754K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$8.5M
2
IMC Chicago
IMC Chicago
Illinois
-$6.05M
3
TRCT
Tower Research Capital (TRC)
New York
-$3.15M
4
DC
Defender Capital
North Carolina
-$1.99M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
51
Great Valley Advisor Group
Delaware
$379K +$379K +9,894 New
WA
52
WBH Advisory
Maryland
$360K – – –
PSF
53
Pacific Sun Financial
California
$351K +$10.3K +270 +3%
MIFH
54
Migdal Insurance & Financial Holdings
Israel
$350K +$99.9K +2,610 +40%
KWM
55
Kingsview Wealth Management
Oregon
$347K – – –
Baird Financial Group
56
Baird Financial Group
Wisconsin
$327K +$327K +8,547 New
WAM
57
Wealthspire Advisors (Maryland)
Maryland
$301K – – –
IWM
58
IHT Wealth Management
Illinois
$297K +$297K +7,752 New
TWM
59
Triton Wealth Management
Arizona
$277K -$1.2K -30 -0.4%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$268K – – –
AWM
61
Avitas Wealth Management
California
$263K +$263K +6,882 New
NCM
62
Niemann Capital Management
Nevada
$256K +$256K +6,684 New
PAG
63
Private Advisor Group
New Jersey
$250K +$250K +6,543 New
OC
64
Oppenheimer & Co
New York
$247K +$247K +6,456 New
FEM
65
Fulcrum Equity Management
Texas
$245K +$245K +6,414 New
CIBC World Market
66
CIBC World Market
Ontario, Canada
$236K +$236K +6,177 New
WEC
67
Winslow Evans & Crocker
Massachusetts
$223K – – –
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$209K +$209K +5,472 New
Citigroup
69
Citigroup
New York
$192K -$63.2K -1,650 -25%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$158K +$119K +3,123 +307%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$148K -$28.2K -738 -16%
SNT
72
Security National Trust
West Virginia
$115K – – –
FANJ
73
Financial Architects (New Jersey)
New Jersey
$96K +$115 +3 +0.1%
BWA
74
BDO Wealth Advisors
Florida
$74K – – –
DTIM
75
Danda Trouve Investment Management
Kansas
$67K +$114 +3 +0.2%
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3
4 5