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Invesco AI and Next Gen Software ETF

109 hedge funds and large institutions have $121M invested in Invesco AI and Next Gen Software ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

4% more funds holding

Funds holding: 105109 (+4)

0.06% less ownership

Funds ownership: 31.44%31.39% (-0.06%)

6% less capital invested

Capital invested by funds: $128M → $121M (-$7.47M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
22
Increased
25
Reduced
21
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$261K +$293K +6,436 New
AWM
52
Apollon Wealth Management
South Carolina
$232K +$8.19K +180 +3%
WA
53
Wealthstream Advisors
New York
$231K
CIA
54
Concurrent Investment Advisors
Florida
$222K +$249K +5,473 New
GS
55
GWN Securities
Florida
$206K +$206K +4,515 New
EH
56
Equitable Holdings
New York
$203K +$228K +5,009 New
CF
57
Collier Financial
Colorado
$183K
LI
58
LRI Investments
Florida
$156K
Fidelity Investments
59
Fidelity Investments
Massachusetts
$143K -$2.5K -55 -2%
AWM
60
AE Wealth Management
Kansas
$129K
GT
61
Glenmede Trust
Pennsylvania
$121K
SFA
62
Semmax Financial Advisors
North Carolina
$109K
AWM
63
Abound Wealth Management
Tennessee
$81.6K
SPIA
64
Steward Partners Investment Advisory
New York
$78K -$38.6K -849 -31%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$70.9K +$51.1K +1,123 +179%
CWM
66
Crowley Wealth Management
Delaware
$68.4K +$76.9K +1,690 New
Wells Fargo
67
Wells Fargo
California
$56.2K +$16.1K +353 +34%
BF
68
BOK Financial
Oklahoma
$51K
HI
69
Harbour Investments
Wisconsin
$50.5K +$7.28K +160 +15%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$49K
AF
71
Atala Financial
California
$48.8K +$54.9K +1,206 New
EWM
72
Evermay Wealth Management
Virginia
$48.6K
JP Morgan Chase
73
JP Morgan Chase
New York
$36.4K -$5.14K -113 -11%
CVM
74
Cheviot Value Management
California
$31.6K +$34.1K +750 New
GWSG
75
GPS Wealth Strategies Group
Colorado
$29.7K

IGPT Hedge Fund Activity: Q1 2025 in Review

109 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q1 2025, worth a combined $121M — down 5.8% from $128M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IGPT positions and 17 closed out — a net gain of 5 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was UBS Group, adding an estimated $11.4M. The largest seller was RFG - Bristol Wealth Advisors, cutting an estimated $8.98M.

  • 109 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q1 2025, up from 105 in Q4 2024.
  • Funds reported $121M of Invesco AI and Next Gen Software ETF stock for Q1 2025, down 5.8% quarter-over-quarter.
  • 22 funds opened new Invesco AI and Next Gen Software ETF positions in Q1 2025 and 17 closed out, a net change of +5 holders.
  • The largest Invesco AI and Next Gen Software ETF buyer in Q1 2025 was UBS Group, an estimated $11.4M added.
  • The largest Invesco AI and Next Gen Software ETF seller in Q1 2025 was RFG - Bristol Wealth Advisors, an estimated $8.98M sold.

Based on aggregated 13F filings for Q1 2025.