IGPT icon

Invesco AI and Next Gen Software ETF

99 hedge funds and large institutions have $189M invested in Invesco AI and Next Gen Software ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-10
Holders Change %
-9.17%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$429K +$165K +3,000 +63%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$420K +$20.9K +381 +5%
AL
53
Aspiriant LLC
California
$407K -$201K -3,657 -33%
WANY
54
Wealthspire Advisors (New York)
New York
$406K
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$377K -$35.1K -639 -9%
AWM
56
Avitas Wealth Management
California
$358K +$53.6K +975 +18%
BRWA
57
B. Riley Wealth Advisors
Florida
$337K -$470K -8,532 -58%
Bessemer Group
58
Bessemer Group
New Jersey
$309K
Citigroup
59
Citigroup
New York
$306K -$19.1K -348 -6%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$299K +$94.6K +1,719 +46%
PCS
61
Personal CFO Solutions
New Jersey
$286K -$474K -8,622 -62%
CCFM
62
Clear Creek Financial Management
Washington
$261K +$261K +4,752 New
RJT
63
Raymond James Trust
Florida
$253K
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$247K +$18.1K +330 +8%
Truist Financial
65
Truist Financial
North Carolina
$242K -$1.85M -33,597 -88%
NNP
66
Nachman Norwood & Parrott
South Carolina
$231K
CAN
67
Cetera Advisor Networks
California
$216K -$460K -8,388 -68%
TWM
68
Triton Wealth Management
Arizona
$212K
Fidelity Investments
69
Fidelity Investments
Massachusetts
$210K -$165 -3 -0.1%
SNT
70
Security National Trust
West Virginia
$165K
FFA
71
Founders Financial Alliance
North Carolina
$143K
Vontobel Holding
72
Vontobel Holding
Switzerland
$124K +$124K +2,250 New
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$113K
BFEC
74
Benjamin F. Edwards & Company
Missouri
$111K -$731K -13,308 -87%
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$107K +$14.9K +270 +16%