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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

63 hedge funds and large institutions have $35.7M invested in Invesco AI and Next Gen Software ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-4
Holders Change %
-5.97%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.14M
2
LPL Financial
2
LPL Financial
California
$5.84M
3
EWA
3
EP Wealth Advisors
California
$799K
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$340K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$334K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.55M
3
Wells Fargo
3
Wells Fargo
California
$2.79M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
51
Column Capital Advisors
Indiana
$8.18K – – –
BFEC
52
Benjamin F. Edwards & Company
Missouri
$8K -$33 -1 -0.4%
GI
53
Gradient Investments
Minnesota
$5.64K – – –
CAS
54
Coppell Advisory Solutions
Texas
$4.55K -$9.1K -100 -67%
CFD
55
Creative Financial Designs
Indiana
$3.5K – – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$3.15K – – –
Comerica Bank
57
Comerica Bank
Texas
$2.82K +$2.82K +87 New
SS
58
Sunbelt Securities
Texas
$1.95K – – –
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.95K – – –
GWM
60
Geneos Wealth Management
Colorado
$1.65K – – –
SSWM
61
Sheets Smith Wealth Management
North Carolina
$1.65K +$1.65K +51 New
NS
62
NBC Securities
Alabama
$1K +$1K +39 New
AF
63
Advisornet Financial
Minnesota
$194 +$194 +6 New
Goldman Sachs
64
Goldman Sachs
New York
– -$494K -41,259 Closed
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
– -$762K -21,225 Closed
TRCT
66
Tower Research Capital (TRC)
New York
– -$519K -14,466 Closed
PA
67
PFG Advisors
Arizona
– -$277K -7,707 Closed
SCA
68
Sandy Cove Advisors
Massachusetts
– -$230K -6,420 Closed
CCFM
69
Clear Creek Financial Management
Washington
– -$218K -6,084 Closed
WA
70
WBH Advisory
Maryland
– -$217K -6,051 Closed
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
– -$42K -1,170 Closed
PIAS
72
PCA Investment Advisory Services
Ohio
– -$16.2K -450 Closed
RIA
73
Realta Investment Advisors
Delaware
– -$10.8K -300 Closed
CB
74
Centennial Bank
Arkansas
– -$6.59K -192 Closed
WP
75
WealthPLAN Partners
Nebraska
– -$1.83K -51 Closed
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