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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

109 hedge funds and large institutions have $211M invested in Invesco AI and Next Gen Software ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
31
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$3.53M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.07M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.15M
4
TRCT
Tower Research Capital (TRC)
New York
+$1.11M
5
AWM
AE Wealth Management
Kansas
+$833K

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$18.3M
2
Morgan Stanley
Morgan Stanley
New York
-$3.84M
3
RJA
Raymond James & Associates
Florida
-$3.18M
4
Stifel Financial
Stifel Financial
Missouri
-$2.74M
5
SS
Simplicity Solutions
Minnesota
-$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
51
1832 Asset Management
Ontario, Canada
$571K – – –
EH
52
Equitable Holdings
New York
$553K – – –
SWM
53
SeaCrest Wealth Management
New York
$524K -$5.61K -108 -1%
IWM
54
IHT Wealth Management
Illinois
$517K +$1.87K +36 +0.4%
MCC
55
Money Concepts Capital
Florida
$516K +$22K +423 +4%
MML Investors Services
56
MML Investors Services
Massachusetts
$464K +$23.1K +444 +5%
WA
57
WBH Advisory
Maryland
$458K – – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$450K +$131K +2,514 +41%
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$448K +$206K +3,972 +85%
MWM
60
MinichMacGregor Wealth Management
New York
$404K +$122K +2,358 +43%
CF
61
Centaurus Financial
California
$402K -$1.14M -21,981 -74%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$390K – – –
WANY
63
Wealthspire Advisors (New York)
New York
$384K – – –
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$377K +$81.4K +1,569 +28%
CPO
65
Cerity Partners OCIO
New York
$339K +$339K +6,528 New
Citigroup
66
Citigroup
New York
$308K +$45.1K +867 +17%
PAG
67
Private Advisor Group
New Jersey
$299K -$284K -5,469 -49%
Bessemer Group
68
Bessemer Group
New Jersey
$292K +$195K +3,750 +200%
AWM
69
Avitas Wealth Management
California
$288K -$72K -1,386 -20%
Barclays
70
Barclays
United Kingdom
$269K +$269K +5,172 New
DADC
71
D.A. Davidson & Co
Montana
$249K +$249K +4,800 New
RJT
72
Raymond James Trust
Florida
$240K – – –
Creative Planning
73
Creative Planning
Kansas
$231K +$26.8K +516 +13%
TWM
74
Triton Wealth Management
Arizona
$219K – – –
NNP
75
Nachman Norwood & Parrott
South Carolina
$218K – – –
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3
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