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Invesco AI and Next Gen Software ETF

92 hedge funds and large institutions have $184M invested in Invesco AI and Next Gen Software ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
38
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AL
51
Aspiriant LLC
California
$453K
CS
52
Credit Suisse
Switzerland
$430K
SWM
53
SeaCrest Wealth Management
New York
$424K +$1.98K +48 +0.5%
WAM
54
Wealthspire Advisors (Maryland)
Maryland
$421K +$96.7K +2,346 +30%
PSF
55
Pacific Sun Financial
California
$411K +$33.1K +804 +9%
IWM
56
IHT Wealth Management
Illinois
$410K +$90.1K +2,184 +28%
WA
57
WBH Advisory
Maryland
$389K
SFS
58
Sowell Financial Services
Arkansas
$379K -$42.4K -1,029 -10%
MML Investors Services
59
MML Investors Services
Massachusetts
$349K -$408K -9,891 -54%
CF
60
Centaurus Financial
California
$340K +$340K +8,250 New
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$316K +$25.3K +600 +9%
AAS
62
Avantax Advisory Services
Texas
$315K +$315K +7,623 New
AWM
63
Avitas Wealth Management
California
$289K +$5.44K +132 +2%
OC
64
Oppenheimer & Co
New York
$255K -$11.4K -276 -4%
WEC
65
Winslow Evans & Crocker
Massachusetts
$240K
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$213K +$153K +3,711 +255%
Citigroup
67
Citigroup
New York
$198K -$8.4K -204 -4%
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$188K +$188K +4,563 New
NNP
69
Nachman Norwood & Parrott
South Carolina
$173K +$173K +4,200 New
NFG
70
Next Financial Group
Texas
$162K +$162K +3,921 New
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$153K -$6.67K -162 -4%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$146K -$24.3K -591 -14%
SNT
73
Security National Trust
West Virginia
$124K
FFA
74
Founders Financial Alliance
North Carolina
$107K +$107K +2,595 New
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.7K +$82.3K +1,995 +3,325%