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Invesco AI and Next Gen Software ETF
IGPT

117 hedge funds and large institutions have $169M invested in Invesco AI and Next Gen Software ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

40% more capital invested

Capital invested by funds: $121M → $169M (+$48.5M)

7% more funds holding

Funds holding: 109 → 117 (+8)

3.61% more ownership

Funds ownership: 31.39% → 35% (+3.6%)

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
24
Reduced
31
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JSW
Journey Strategic Wealth
New Jersey
+$12.1M
2
UBS Group
UBS Group
Switzerland
+$8.45M
3
OCM
Orser Capital Management
Texas
+$1.29M
4
DAS
Dynamic Advisor Solutions
Arizona
+$1.11M
5
Osaic Holdings
Osaic Holdings
Arizona
+$923K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.15M
2
MAG
Members Advisory Group
New York
-$2.01M
3
PCP
Proficio Capital Partners
Massachusetts
-$906K
4
Bank of America
Bank of America
North Carolina
-$737K
5
Morgan Stanley
Morgan Stanley
New York
-$603K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
51
Proficio Capital Partners
Massachusetts
$295K -$906K -20,980 -78%
IWM
52
IHT Wealth Management
Illinois
$288K +$253K +5,863 New
SCA
53
Sandy Cove Advisors
Massachusetts
$281K -$57.4K -1,329 -19%
WA
54
Wealthstream Advisors
New York
$280K – – –
AWM
55
Apollon Wealth Management
South Carolina
$268K -$11K -255 -4%
PFS
56
Prospera Financial Services
Texas
$261K +$229K +5,310 New
CIA
57
Concurrent Investment Advisors
Florida
$260K -$7.86K -182 -3%
PAS
58
Park Avenue Securities
New York
$258K +$227K +5,255 New
Mariner
59
Mariner
Kansas
$243K +$214K +4,942 New
KAS
60
Kestra Advisory Services
Texas
$240K -$141K -3,274 -40%
WA
61
WBH Advisory
Maryland
$224K +$197K +4,551 New
HighTower Advisors
62
HighTower Advisors
Illinois
$216K +$190K +4,399 New
FLPIM
63
F.L. Putnam Investment Management
Massachusetts
$214K +$188K +4,350 New
FFN
64
Focus Financial Network
Minnesota
$207K +$182K +4,214 New
LI
65
LRI Investments
Florida
$189K – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$170K -$3.46K -80 -2%
CWM
67
Crowley Wealth Management
Delaware
$160K +$63.5K +1,470 +87%
AWM
68
AE Wealth Management
Kansas
$151K -$4.32K -100 -3%
GIM
69
Glenmede Investment Management
Pennsylvania
$147K +$130K +3,000 New
SFA
70
Semmax Financial Advisors
North Carolina
$129K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$100K +$4.67K +108 +6%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$86K – – –
HI
73
Harbour Investments
Wisconsin
$72.9K +$10.3K +238 +19%
GRP
74
Global Retirement Partners
California
$70.8K +$62.3K +1,441 New
BF
75
BOK Financial
Oklahoma
$61.9K – – –
1 2
3
4 5

IGPT Hedge Fund Activity: Q2 2025 in Review

117 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q2 2025, worth a combined $169M — up 40% from $121M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IGPT positions and 14 closed out — a net gain of 11 holders — while 24 added to existing stakes and 31 trimmed.

The largest buyer was Journey Strategic Wealth, opening a new position worth an estimated $12.1M. The largest seller was Jane Street, exiting entirely with an estimated $2.15M sold.

  • 117 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q2 2025, up from 109 in Q1 2025.
  • Funds reported $169M of Invesco AI and Next Gen Software ETF stock for Q2 2025, up 40% quarter-over-quarter.
  • 25 funds opened new Invesco AI and Next Gen Software ETF positions in Q2 2025 and 14 closed out, a net change of +11 holders.
  • The largest Invesco AI and Next Gen Software ETF buyer in Q2 2025 was Journey Strategic Wealth, an estimated $12.1M added.
  • The largest Invesco AI and Next Gen Software ETF seller in Q2 2025 was Jane Street, an estimated $2.15M sold.

Based on aggregated 13F filings for Q2 2025.