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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

67 hedge funds and large institutions have $40.8M invested in Invesco AI and Next Gen Software ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.86M
2
FA
2
Fiduciary Alliance
South Carolina
$1.61M
3
LPL Financial
3
LPL Financial
California
$4.71M
4
KWM
4
Kingsview Wealth Management
Oregon
$333K
5
Ameriprise
5
Ameriprise
Minnesota
$2.06M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$885K
2
SPC
2
Sigma Planning Corp
Michigan
$450K
3
Citadel Advisors
3
Citadel Advisors
Florida
$461K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$638K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$14K – – –
TAM
52
Tucker Asset Management
Colorado
$12.1K – – –
EDRH
53
Edmond de Rothschild Holding
Switzerland
$11.6K +$11.6K +324 New
TF
54
Tompkins Financial
New York
$10.8K – – –
RIA
55
Realta Investment Advisors
Delaware
$10.8K +$10.8K +300 New
MRCM
56
M&R Capital Management
New Jersey
$10.4K – – –
CCA
57
Column Capital Advisors
Indiana
$9.1K – – –
BFEC
58
Benjamin F. Edwards & Company
Missouri
$9K – – –
CB
59
Centennial Bank
Arkansas
$6.59K +$6.59K +192 New
GI
60
Gradient Investments
Minnesota
$6.25K +$6.25K +174 New
CAS
61
Coppell Advisory Solutions
Texas
$5.32K +$5.32K +150 New
CFD
62
Creative Financial Designs
Indiana
$3.88K +$3.88K +108 New
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$3.24K – – –
SS
64
Sunbelt Securities
Texas
$2.15K – – –
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.15K – – –
GWM
66
Geneos Wealth Management
Colorado
$1.83K – – –
WP
67
WealthPLAN Partners
Nebraska
$1.83K – – –
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
– -$399K -11,814 Closed
EH
69
Equitable Holdings
New York
– -$334K -9,882 Closed
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
– -$277K -8,199 Closed
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
– -$107K -3,168 Closed
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
– -$39.2K -1,158 Closed
AWM
73
Accel Wealth Management
Iowa
– -$32.5K -960 Closed
ASN
74
Advisory Services Network
Georgia
– -$11.9K -351 Closed
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