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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

66 hedge funds and large institutions have $43.6M invested in Invesco AI and Next Gen Software ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.1M
2
LPL Financial
2
LPL Financial
California
$7.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$811K
4
CP
4
Camelot Portfolios
Ohio
$245K
5
CCFM
5
Clear Creek Financial Management
Washington
$235K

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.28M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$494K
3
Ameriprise
3
Ameriprise
Minnesota
$1.63M
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$18.6K +$15.1K +387 +430%
PS
52
Principal Securities
Iowa
$17.4K +$17.4K +450 New
TAM
53
Tucker Asset Management
Colorado
$13K – – –
EDRH
54
Edmond de Rothschild Holding
Switzerland
$12.5K – – –
TF
55
Tompkins Financial
New York
$11.6K – – –
ASN
56
Advisory Services Network
Georgia
$11.6K +$11.6K +300 New
MRCM
57
M&R Capital Management
New Jersey
$11.2K – – –
BFEC
58
Benjamin F. Edwards & Company
Missouri
$9K – – –
GI
59
Gradient Investments
Minnesota
$6.72K – – –
CAS
60
Coppell Advisory Solutions
Texas
$5.79K +$3.86K +100 +200%
CFD
61
Creative Financial Designs
Indiana
$4.17K – – –
Comerica Bank
62
Comerica Bank
Texas
$3.36K – – –
SS
63
Sunbelt Securities
Texas
$2.32K – – –
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.32K – – –
GWM
65
Geneos Wealth Management
Colorado
$1.97K – – –
NS
66
NBC Securities
Alabama
$1K – – –
SPC
67
Sigma Planning Corp
Michigan
– -$388K -11,965 Closed
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
– -$334K -10,296 Closed
Citadel Advisors
69
Citadel Advisors
Florida
– -$285K -8,781 Closed
SSWM
70
Sheets Smith Wealth Management
North Carolina
– -$1.65K -51 Closed
AF
71
Advisornet Financial
Minnesota
– -$194 -6 Closed
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