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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

104 hedge funds and large institutions have $127M invested in Invesco AI and Next Gen Software ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
104
Holders Change
-4
Holders Change %
-3.7%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
15
Increased
29
Reduced
20
Closed
13
Calls
$68K
Puts
–
Net Calls
+$68K
Net Calls Change
+$68K

Top Buyers

1
RBWA
1
RFG - Bristol Wealth Advisors
Massachusetts
$9.36M
2
MAG
2
Members Advisory Group
New York
$9.8M
3
MIM
3
Marshall Investment Management
Colorado
$5.21M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.41M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$28.4K
3
Citadel Advisors
3
Citadel Advisors
Florida
$509K
4
SIM
4
Seaview Investment Managers
Florida
$1.27M
5
Ameriprise
5
Ameriprise
Minnesota
$4.64M
Name Market Value Shares Shares
Change 		Shares
Change %
FTUS
51
Flow Traders U.S.
New York
$240K 5,296 -2,583 -33%
TWM
52
Thrive Wealth Management
Pennsylvania
$238K 5,273 – –
NA
53
NewEdge Advisors
Louisiana
$235K 5,201 +4,686 +910%
FFN
54
Focus Financial Network
Minnesota
$232K 5,138 – –
Cerity Partners
55
Cerity Partners
New York
$221K 4,880 – –
CF
56
Collier Financial
Colorado
$204K 4,520 +4,520 New
LI
57
LRI Investments
Florida
$174K 3,855 – –
Fidelity Investments
58
Fidelity Investments
Massachusetts
$162K 3,584 -35 -1%
AWM
59
AE Wealth Management
Kansas
$144K 3,182 +3,182 New
GT
60
Glenmede Trust
Pennsylvania
$136K 3,000 – –
VWWMG
61
Vermillion & White Wealth Management Group
Pennsylvania
$130K 2,878 +2,529 +725%
SPIA
62
Steward Partners Investment Advisory
New York
$126K 2,776 +1,519 +121%
SFA
63
Semmax Financial Advisors
North Carolina
$123K 2,563 +1,523 +146%
AWM
64
Abound Wealth Management
Tennessee
$91.1K 2,015 – –
GRP
65
Global Retirement Partners
California
$90.8K 2,008 -164 -8%
FFA
66
Founders Financial Alliance
North Carolina
$81.6K 1,803 – –
MSS
67
Mitchell Sinkler & Starr
Pennsylvania
$80.9K 1,788 – –
Comerica Bank
68
Comerica Bank
Texas
$75.2K 1,663 +156 +10%
US Bancorp
69
US Bancorp
Minnesota
$63.8K 1,410 – –
BF
70
BOK Financial
Oklahoma
$57.7K 1,260 – –
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$55K 1,215 -1 -0.1%
EWM
72
Evermay Wealth Management
Virginia
$54.3K 1,200 – –
HI
73
Harbour Investments
Wisconsin
$49.1K 1,086 +30 +3%
Wells Fargo
74
Wells Fargo
California
$46.8K 1,034 +497 +93%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$45.8K 1,012 -157 -13%
1 2
3
4 5