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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

108 hedge funds and large institutions have $120M 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
Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.47%
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
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$10.1M
2
BMM
Berkshire Money Management
Massachusetts
+$6.4M
3
Jane Street
Jane Street
New York
+$2.15M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.34M
5
AAS
Avantax Advisory Services
Texas
+$1.32M

Top Sellers

1
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
-$7.99M
2
MIM
Marshall Investment Management
Colorado
-$4.62M
3
Morgan Stanley
Morgan Stanley
New York
-$3.8M
4
SIM
Seaview Investment Managers
Florida
-$1.27M
5
MAG
Members Advisory Group
New York
-$921K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Apollon Wealth Management
South Carolina
$232K +$7.29K +180 +3%
WA
52
Wealthstream Advisors
New York
$231K – – –
CIA
53
Concurrent Investment Advisors
Florida
$222K +$222K +5,473 New
GS
54
GWN Securities
Florida
$206K +$206K +4,515 New
EH
55
Equitable Holdings
New York
$203K +$203K +5,009 New
CF
56
Collier Financial
Colorado
$183K – – –
LI
57
LRI Investments
Florida
$156K – – –
Fidelity Investments
58
Fidelity Investments
Massachusetts
$143K -$2.23K -55 -2%
AWM
59
AE Wealth Management
Kansas
$129K – – –
GT
60
Glenmede Trust
Pennsylvania
$121K – – –
SFA
61
Semmax Financial Advisors
North Carolina
$109K – – –
AWM
62
Abound Wealth Management
Tennessee
$81.6K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$78K -$34.4K -849 -31%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$70.9K +$45.5K +1,123 +179%
CWM
65
Crowley Wealth Management
Delaware
$68.4K +$68.4K +1,690 New
Wells Fargo
66
Wells Fargo
California
$56.2K +$14.3K +353 +34%
BF
67
BOK Financial
Oklahoma
$51K – – –
HI
68
Harbour Investments
Wisconsin
$50.5K +$6.48K +160 +15%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
AF
70
Atala Financial
California
$48.8K +$48.8K +1,206 New
EWM
71
Evermay Wealth Management
Virginia
$48.6K – – –
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$36.4K -$4.58K -113 -11%
CVM
73
Cheviot Value Management
California
$31.6K +$31.6K +750 New
GWSG
74
GPS Wealth Strategies Group
Colorado
$29.7K – – –
AA
75
Addison Advisors
Vermont
$27.6K – – –
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3
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