IGPT icon

Invesco AI and Next Gen Software ETF

116 hedge funds and large institutions have $166M invested in Invesco AI and Next Gen Software ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

28% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 32

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IHT Wealth Management
Illinois
$288K
SCA
52
Sandy Cove Advisors
Massachusetts
$281K
WA
53
Wealthstream Advisors
New York
$280K
AWM
54
Apollon Wealth Management
South Carolina
$268K
PFS
55
Prospera Financial Services
Texas
$261K
CIA
56
Concurrent Investment Advisors
Florida
$260K
PAS
57
Park Avenue Securities
New York
$258K
Mariner
58
Mariner
Kansas
$243K
KAS
59
Kestra Advisory Services
Texas
$240K
WA
60
WBH Advisory
Maryland
$224K
HighTower Advisors
61
HighTower Advisors
Illinois
$216K
FLPIM
62
F.L. Putnam Investment Management
Massachusetts
$214K
FFN
63
Focus Financial Network
Minnesota
$207K
LI
64
LRI Investments
Florida
$189K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$170K
CWM
66
Crowley Wealth Management
Delaware
$160K
AWM
67
AE Wealth Management
Kansas
$151K
GIM
68
Glenmede Investment Management
Pennsylvania
$147K
SFA
69
Semmax Financial Advisors
North Carolina
$129K
SPIA
70
Steward Partners Investment Advisory
New York
$100K
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$86K
HI
72
Harbour Investments
Wisconsin
$72.9K
GRP
73
Global Retirement Partners
California
$70.8K
BF
74
BOK Financial
Oklahoma
$61.9K
CWIG
75
Chung Wu Investment Group
Texas
$60.9K