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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

88 hedge funds and large institutions have $58.4M invested in Invesco AI and Next Gen Software ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+22
Holders Change %
+33.33%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
22
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.42M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.03M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.28M
4
CNBT
Canandaigua National Bank & Trust
New York
+$1.02M
5
PAG
Private Advisory Group
Washington
+$572K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.37M
2
Wells Fargo
Wells Fargo
California
-$1.93M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$811K
4
FA
Fiduciary Alliance
South Carolina
-$401K
5
CP
Camelot Portfolios
Ohio
-$245K
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
51
Lindbrook Capital
California
$67.9K +$67.9K +1,500 New
US Bancorp
52
US Bancorp
Minnesota
$63.8K – – –
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$54K -$148K -3,245 -73%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$50.4K – – –
TWC
55
TD Waterhouse Canada
Ontario, Canada
$39.7K – – –
GRP
56
Global Retirement Partners
California
$33.9K – – –
AA
57
Addison Advisors
Vermont
$30.8K – – –
GWSG
58
GPS Wealth Strategies Group
Colorado
$26.5K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$26K +$26K +575 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$25.9K +$4.11K +90 +19%
NA
61
NewEdge Advisors
Louisiana
$23.3K – – –
IA
62
IFP Advisors
Florida
$22.6K +$22.6K +500 New
HI
63
Harbour Investments
Wisconsin
$21K +$21K +464 New
IGWM
64
ICA Group Wealth Management
Colorado
$20.4K +$20.4K +450 New
CTA
65
Colonial Trust Advisors
South Carolina
$18.6K +$18.6K +411 New
TAM
66
Tucker Asset Management
Colorado
$15.2K – – –
EDRH
67
Edmond de Rothschild Holding
Switzerland
$14.7K – – –
TF
68
Tompkins Financial
New York
$13.6K – – –
MRCM
69
M&R Capital Management
New Jersey
$13.2K – – –
TCOV
70
Trust Company of Vermont
Vermont
$11.3K +$11.3K +250 New
BFEC
71
Benjamin F. Edwards & Company
Missouri
$11K – – –
FPB
72
First PREMIER Bank
South Dakota
$11K +$11K +250 New
CB
73
CNB Bank
Pennsylvania
$10.9K +$10.9K +240 New
Comerica Bank
74
Comerica Bank
Texas
$9.68K +$5.75K +127 +146%
ACA
75
Aptus Capital Advisors
Alabama
$9.64K +$9.64K +213 New
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