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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

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
Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
23
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSW
Journey Strategic Wealth
New Jersey
+$13.8M
2
UBS Group
UBS Group
Switzerland
+$9.61M
3
OCM
Orser Capital Management
Texas
+$1.47M
4
DAS
Dynamic Advisor Solutions
Arizona
+$1.26M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$953K

Top Sellers

1
MAG
Members Advisory Group
New York
-$2.29M
2
Jane Street
Jane Street
New York
-$2.15M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.34M
4
PCP
Proficio Capital Partners
Massachusetts
-$1.03M
5
Bank of America
Bank of America
North Carolina
-$838K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$288K +$288K +5,863 New
SCA
52
Sandy Cove Advisors
Massachusetts
$281K -$65.3K -1,329 -19%
WA
53
Wealthstream Advisors
New York
$280K – – –
AWM
54
Apollon Wealth Management
South Carolina
$268K -$12.5K -255 -4%
PFS
55
Prospera Financial Services
Texas
$261K +$261K +5,310 New
CIA
56
Concurrent Investment Advisors
Florida
$260K -$8.94K -182 -3%
PAS
57
Park Avenue Securities
New York
$258K +$258K +5,255 New
Mariner
58
Mariner
Kansas
$243K +$243K +4,942 New
KAS
59
Kestra Advisory Services
Texas
$240K -$161K -3,274 -40%
WA
60
WBH Advisory
Maryland
$224K +$224K +4,551 New
HighTower Advisors
61
HighTower Advisors
Illinois
$216K +$216K +4,399 New
FLPIM
62
F.L. Putnam Investment Management
Massachusetts
$214K +$214K +4,350 New
FFN
63
Focus Financial Network
Minnesota
$207K +$207K +4,214 New
LI
64
LRI Investments
Florida
$189K – – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$170K -$3.93K -80 -2%
CWM
66
Crowley Wealth Management
Delaware
$160K +$74.5K +1,470 +87%
AWM
67
AE Wealth Management
Kansas
$151K -$4.92K -100 -3%
GIM
68
Glenmede Investment Management
Pennsylvania
$147K +$147K +3,000 New
SFA
69
Semmax Financial Advisors
North Carolina
$129K – – –
SPIA
70
Steward Partners Investment Advisory
New York
$100K +$5.31K +108 +6%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$86K – – –
HI
72
Harbour Investments
Wisconsin
$72.9K +$11.7K +238 +19%
GRP
73
Global Retirement Partners
California
$70.8K +$70.8K +1,441 New
BF
74
BOK Financial
Oklahoma
$61.9K – – –
CWIG
75
Chung Wu Investment Group
Texas
$60.9K +$60.9K +1,240 New
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3
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