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Invesco AI and Next Gen Software ETF

107 hedge funds and large institutions have $244M invested in Invesco AI and Next Gen Software ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+15
Holders Change %
+16.3%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
28
Increased
30
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EH
51
Equitable Holdings
New York
$546K -$52.4K -1,023 -9%
CS
52
Credit Suisse
Switzerland
$535K
SWM
53
SeaCrest Wealth Management
New York
$523K -$4.15K -81 -0.8%
IWM
54
IHT Wealth Management
Illinois
$509K -$770 -15 -0.2%
WA
55
WBH Advisory
Maryland
$489K -$33.2K -600 -6%
MCC
56
Money Concepts Capital
Florida
$488K +$488K +9,516 New
OC
57
Oppenheimer & Co
New York
$464K +$147K +2,865 +46%
CAN
58
Cetera Advisor Networks
California
$463K +$463K +9,036 New
MML Investors Services
59
MML Investors Services
Massachusetts
$435K +$769 +15 +0.2%
NFG
60
Next Financial Group
Texas
$434K +$233K +4,545 +116%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$385K
WANY
62
Wealthspire Advisors (New York)
New York
$379K +$379K +7,398 New
AWM
63
Avitas Wealth Management
California
$355K -$4.46K -87 -1%
AP
64
Advisors Preferred
Maryland
$351K +$351K +6,972 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$314K +$49.2K +960 +19%
MWM
66
Merriman Wealth Management
Washington
$309K +$309K +6,027 New
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$302K -$1.31M -25,497 -81%
WEC
68
Winslow Evans & Crocker
Massachusetts
$298K
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$292K +$292K +5,694 New
MWM
70
MinichMacGregor Wealth Management
New York
$278K +$278K +5,427 New
CCFM
71
Clear Creek Financial Management
Washington
$265K +$265K +5,169 New
Citigroup
72
Citigroup
New York
$259K +$12.8K +249 +5%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$239K +$4.62K +90 +2%
RJT
74
Raymond James Trust
Florida
$237K +$237K +4,614 New
JPMPWA
75
J.P. Morgan Private Wealth Advisors
California
$235K +$235K +4,575 New