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Invesco AI and Next Gen Software ETF

115 hedge funds and large institutions have $195M invested in Invesco AI and Next Gen Software ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
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
PCP
51
Proficio Capital Partners
Massachusetts
$324K
SCA
52
Sandy Cove Advisors
Massachusetts
$309K
WA
53
Wealthstream Advisors
New York
$308K
Mariner
54
Mariner
Kansas
$308K
WANY
55
Wealthspire Advisors (New York)
New York
$297K
PFS
56
Prospera Financial Services
Texas
$287K
SA
57
Sovran Advisors
California
$286K
PAS
58
Park Avenue Securities
New York
$286K
KAS
59
Kestra Advisory Services
Texas
$277K
CWM
60
Crowley Wealth Management
Delaware
$261K
AIM
61
Aspen Investment Management
Michigan
$249K
HighTower Advisors
62
HighTower Advisors
Illinois
$248K
WA
63
WBH Advisory
Maryland
$246K
CF
64
Collier Financial
Colorado
$236K
FFN
65
Focus Financial Network
Minnesota
$236K
FLPIM
66
F.L. Putnam Investment Management
Massachusetts
$235K
CIA
67
Concurrent Investment Advisors
Florida
$225K
LI
68
LRI Investments
Florida
$208K
Fidelity Investments
69
Fidelity Investments
Massachusetts
$170K
AWM
70
AE Wealth Management
Kansas
$167K
GIM
71
Glenmede Investment Management
Pennsylvania
$162K
SPIA
72
Steward Partners Investment Advisory
New York
$110K
FFA
73
Founders Financial Alliance
North Carolina
$97.5K
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$94.6K
HNB
75
Huntington National Bank
Ohio
$83.7K