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Invesco AI and Next Gen Software ETF

108 hedge funds and large institutions have $112M invested in Invesco AI and Next Gen Software ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
40
Reduced
19
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
51
Apollon Wealth Management
South Carolina
$247K +$247K +5,432 New
PCS
52
Personal CFO Solutions
New Jersey
$242K +$3.59K +79 +2%
TWM
53
Thrive Wealth Management
Pennsylvania
$240K +$42.9K +943 +22%
FFN
54
Focus Financial Network
Minnesota
$234K +$1.46K +32 +0.6%
Cerity Partners
55
Cerity Partners
New York
$222K
Mariner
56
Mariner
Kansas
$219K +$9.15K +201 +4%
RJT
57
Raymond James Trust
Florida
$202K -$24.8K -545 -11%
LI
58
LRI Investments
Florida
$181K +$181K +3,855 New
Fidelity Investments
59
Fidelity Investments
Massachusetts
$165K -$7.01K -154 -4%
GT
60
Glenmede Trust
Pennsylvania
$137K +$137K +3,000 New
GRP
61
Global Retirement Partners
California
$98.8K +$36.3K +798 +58%
AWM
62
Abound Wealth Management
Tennessee
$91.7K
FFA
63
Founders Financial Alliance
North Carolina
$82K
MSS
64
Mitchell Sinkler & Starr
Pennsylvania
$81.4K
Comerica Bank
65
Comerica Bank
Texas
$68.6K +$58.8K +1,293 +604%
US Bancorp
66
US Bancorp
Minnesota
$64.2K
SPIA
67
Steward Partners Investment Advisory
New York
$57.2K
BF
68
BOK Financial
Oklahoma
$56.7K +$56.7K +1,260 New
PCMC
69
Private Capital Management (Colorado)
Colorado
$56.1K +$56.1K +1,233 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$55K -$1.22K -27 -2%
EWM
71
Evermay Wealth Management
Virginia
$54.6K
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$53.2K +$2.59K +57 +5%
SFA
73
Semmax Financial Advisors
North Carolina
$49.5K
HI
74
Harbour Investments
Wisconsin
$48K +$26.2K +576 +120%
TWC
75
TD Waterhouse Canada
Ontario, Canada
$39.5K