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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

82 hedge funds and large institutions have $105M invested in Invesco AI and Next Gen Software ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
-11
Holders Change %
-11.83%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
22
Reduced
30
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$2.76M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.42M
3
SS
3
Simplicity Solutions
Minnesota
$702K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.8M
5
PAG
5
Private Advisor Group
New Jersey
$448K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.77M
2
AWM
2
AE Wealth Management
Kansas
$252K
3
Wells Fargo
3
Wells Fargo
California
$16.7M
4
CA
4
Cetera Advisors
Colorado
$2.62M
5
DC
5
Defender Capital
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
51
Clear Creek Financial Management
Washington
$240K +$60.8K +1,431 +34%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$215K – – –
PCS
53
Personal CFO Solutions
New Jersey
$205K +$1.15K +27 +0.6%
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$202K – – –
BFEC
55
Benjamin F. Edwards & Company
Missouri
$160K +$23.5K +552 +17%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$144K -$637 -15 -0.4%
SWM
57
Selective Wealth Management
Virginia
$114K +$25.6K +600 +29%
FFA
58
Founders Financial Alliance
North Carolina
$110K – – –
SCA
59
Snowden Capital Advisors
New York
$89K +$89K +2,100 New
FDCDDQ
60
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.4K – – –
RPCONE
61
Retirement Planning Company of New England
Rhode Island
$86K +$86K +2,025 New
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$78K -$16K -378 -17%
DTIM
63
Danda Trouve Investment Management
Kansas
$75K – – –
Citigroup
64
Citigroup
New York
$73K -$1.78K -42 -2%
GWSG
65
GPS Wealth Strategies Group
Colorado
$49K +$24.1K +564 +96%
MCC
66
Money Concepts Capital
Florida
$48K +$48K +1,119 New
AWM
67
Accel Wealth Management
Iowa
$41K – – –
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$37K +$29K +672 +361%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$34K -$54K -1,257 -61%
AA
70
Addison Advisors
Vermont
$29K – – –
CIAS
71
Capital Investment Advisory Services
North Carolina
$25K – – –
WWM
72
Wagner Wealth Management
South Carolina
$24K – – –
GWM
73
Geneos Wealth Management
Colorado
$24K +$3.94K +93 +20%
AF
74
Allworth Financial
California
$20K +$1.13K +27 +6%
SIC
75
Salem Investment Counselors
North Carolina
$13K +$13K +300 New
1 2
3
4 5