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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

93 hedge funds and large institutions have $135M invested in Invesco AI and Next Gen Software ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 39 reducing their positions, and 11 closing their positions.

Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$4.93M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.14M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.49M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.26M
5
MCA
5
Magnolia Capital Advisors
Mississippi
$257K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$21.1M
2
DC
2
Defender Capital
North Carolina
$1.6M
3
FTUS
3
Flow Traders U.S.
New York
$2.99M
4
LPL Financial
4
LPL Financial
California
$14.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$378K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Avitas Wealth Management
California
$310K -$2.45K -51 -0.8%
BRWA
52
B. Riley Wealth Advisors
Florida
$294K – – –
Vontobel Holding
53
Vontobel Holding
Switzerland
$288K +$180K +3,750 +167%
Bessemer Group
54
Bessemer Group
New Jersey
$270K – – –
MCA
55
Magnolia Capital Advisors
Mississippi
$257K +$257K +5,370 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$242K -$19K -396 -7%
PCS
57
Personal CFO Solutions
New Jersey
$230K -$19.6K -408 -8%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$228K +$12.2K +255 +6%
DAS
59
Dynamic Advisor Solutions
Arizona
$212K +$212K +4,416 New
CCFM
60
Clear Creek Financial Management
Washington
$202K -$25.4K -531 -11%
SNT
61
Security National Trust
West Virginia
$165K – – –
Fidelity Investments
62
Fidelity Investments
Massachusetts
$163K -$19.8K -414 -11%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$154K +$57.1K +1,191 +59%
FFA
64
Founders Financial Alliance
North Carolina
$124K – – –
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$106K +$13.3K +279 +14%
SWM
66
Selective Wealth Management
Virginia
$99K +$12.9K +270 +15%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98.5K – – –
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$98K -$340K -7,113 -78%
Citigroup
69
Citigroup
New York
$85K -$183K -3,810 -68%
DTIM
70
Danda Trouve Investment Management
Kansas
$84K – – –
BWA
71
BDO Wealth Advisors
Florida
$70K – – –
Barclays
72
Barclays
United Kingdom
$49K +$49K +1,023 New
AWM
73
Accel Wealth Management
Iowa
$46K – – –
GRP
74
Global Retirement Partners
California
$36K – – –
AA
75
Addison Advisors
Vermont
$33K – – –
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3
4 5