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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

63 hedge funds and large institutions have $38.8M invested in Invesco AI and Next Gen Software ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
9
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$581K
2
OC
Oppenheimer & Co
New York
+$555K
3
IWM
IHT Wealth Management
Illinois
+$317K
4
Corient Private Wealth
Corient Private Wealth
Florida
+$218K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$207K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.27M
2
UBS Group
UBS Group
Switzerland
-$1.96M
3
LPL Financial
LPL Financial
California
-$523K
4
EWA
EP Wealth Advisors
California
-$367K
5
TRCT
Tower Research Capital (TRC)
New York
-$307K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$13.2K -$50.7K -1,500 -79%
ASN
52
Advisory Services Network
Georgia
$11.9K – – –
TAM
53
Tucker Asset Management
Colorado
$11.4K – – –
TF
54
Tompkins Financial
New York
$10.1K – – –
MRCM
55
M&R Capital Management
New Jersey
$9.84K – – –
CCA
56
Column Capital Advisors
Indiana
$8.57K – – –
BFEC
57
Benjamin F. Edwards & Company
Missouri
$8K – – –
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$3.04K +$3.04K +90 New
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.03K – – –
SS
60
Sunbelt Securities
Texas
$1.99K +$1.99K +60 New
GWM
61
Geneos Wealth Management
Colorado
$1.73K -$17.5K -516 -91%
WP
62
WealthPLAN Partners
Nebraska
$1.73K +$1.73K +51 New
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$532 -$34 -1,005 -6%
BCM
64
Beck Capital Management
Texas
– -$246K -8,118 Closed
GT
65
Glenmede Trust
Pennsylvania
– -$136K -4,500 Closed
FFL
66
Financial Freedom LLC
Ohio
– -$94.1K -3,102 Closed
MCC
67
Money Concepts Capital
Florida
– -$34.4K -1,134 Closed
AF
68
Allworth Financial
California
– -$9.81K -324 Closed
RIA
69
Realta Investment Advisors
Delaware
– -$9.1K -300 Closed
CAS
70
Coppell Advisory Solutions
Texas
– -$4.55K -150 Closed
CASC
71
Coppell Advisory Solutions Corp
Texas
– -$4.55K -150 Closed
ACA
72
Aptus Capital Advisors
Alabama
– -$2.09K -69 Closed
BAM
73
Belpointe Asset Management
Nevada
– -$1.82K -60 Closed
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