IGPT icon

Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

104 hedge funds and large institutions have $102M invested in Invesco AI and Next Gen Software ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 13 closing their positions.

Holders
104
Holders Change
+16
Holders Change %
+18.18%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
27
Reduced
14
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$14.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.64M
4
Bank of America
4
Bank of America
North Carolina
$6.68M
5
Ameriprise
5
Ameriprise
Minnesota
$6.52M

Top Sellers

1
Jane Street
1
Jane Street
New York
$629K
2
Wells Fargo
2
Wells Fargo
California
$16.6K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CNBT
4
Canandaigua National Bank & Trust
New York
$0
5
PAG
5
Private Advisory Group
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$213K – – –
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$208K +$208K +4,377 New
TWM
53
Thrive Wealth Management
Pennsylvania
$206K +$206K +4,330 New
Fidelity Investments
54
Fidelity Investments
Massachusetts
$179K -$6.84K -144 -4%
WP
55
WealthShield Partners
North Carolina
$118K – – –
AWM
56
Abound Wealth Management
Tennessee
$95.7K +$95.7K +2,015 New
FFA
57
Founders Financial Alliance
North Carolina
$85.6K – – –
MSS
58
Mitchell Sinkler & Starr
Pennsylvania
$83K – – –
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$74.9K +$47.3K +974 +172%
US Bancorp
60
US Bancorp
Minnesota
$67K – – –
GRP
61
Global Retirement Partners
California
$65.3K +$29.6K +624 +83%
SPIA
62
Steward Partners Investment Advisory
New York
$59.7K +$59.7K +1,257 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$59K +$2.85K +60 +5%
EWM
64
Evermay Wealth Management
Virginia
$57K +$57K +1,200 New
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$52.8K -$47 -1 -0.1%
SFA
66
Semmax Financial Advisors
North Carolina
$45K +$45K +1,040 New
CA
67
Clearstead Advisors
Ohio
$42.7K +$42.7K +900 New
TWC
68
TD Waterhouse Canada
Ontario, Canada
$41.7K – – –
AA
69
Addison Advisors
Vermont
$32.3K – – –
TSMHT
70
Thurston Springer Miller Herd & Titak
Indiana
$32.2K +$32.2K +679 New
GWSG
71
GPS Wealth Strategies Group
Colorado
$27.8K – – –
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$27.3K – – –
IAIM
73
International Assets Investment Management
Florida
$27.2K +$27.2K +573 New
NA
74
NewEdge Advisors
Louisiana
$24.5K – – –
IA
75
IFP Advisors
Florida
$23.7K – – –
1 2
3
4 5