We are live on ! Find out more
IGPT icon

Invesco AI and Next Gen Software ETF

148 hedge funds and large institutions have $248M invested in Invesco AI and Next Gen Software ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 7

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

26% more capital invested

Capital invested by funds: $196M → $248M (+$51.5M)

25% more funds holding

Funds holding: 118148 (+30)

2.86% more ownership

Funds ownership: 35.12%37.99% (+2.9%)

Holders
148
Holders Change
+30
Holders Change %
+25.42%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
35
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$462K -$814 -14 -0.2%
DE
52
Diversified Enterprises
Delaware
$454K
Comerica Bank
53
Comerica Bank
Texas
$448K +$83.8K +1,442 +24%
AIM
54
Aspen Investment Management
Michigan
$443K +$164K +2,829 +61%
RWM
55
Redstone Wealth Management
Oklahoma
$425K +$416K +7,152 New
SCA
56
Sandy Cove Advisors
Massachusetts
$419K +$77.8K +1,339 +23%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$391K +$382K +6,568 New
RA
58
Rubicon Advisors
California
$375K +$366K +6,300 New
PCP
59
Proficio Capital Partners
Massachusetts
$357K
BAM
60
Belpointe Asset Management
Nevada
$352K +$344K +5,913 New
FCA
61
Fortis Capital Advisors
Kansas
$352K +$344K +5,913 New
GA
62
Greenspring Advisors
Maryland
$339K +$331K +5,700 New
Mariner
63
Mariner
Kansas
$338K -$349 -6 -0.1%
FTUS
64
Flow Traders U.S.
New York
$337K -$123K -2,118 -27%
Creative Planning
65
Creative Planning
Kansas
$329K -$95.6K -1,644 -23%
WANY
66
Wealthspire Advisors (New York)
New York
$326K
PFT
67
Providence First Trust
Arizona
$318K -$2.4M -41,204 -89%
PAS
68
Park Avenue Securities
New York
$310K -$3.95K -68 -1%
KAS
69
Kestra Advisory Services
Texas
$307K +$2.44K +42 +0.8%
AF
70
AtlasMark Financial
Texas
$302K +$4.59K +79 +2%
SA
71
Sovran Advisors
California
$293K -$2.67K -46 -1%
HighTower Advisors
72
HighTower Advisors
Illinois
$291K +$17.5K +301 +7%
CIA
73
Concurrent Investment Advisors
Florida
$279K +$30.8K +529 +13%
WA
74
WBH Advisory
Maryland
$271K
FFN
75
Focus Financial Network
Minnesota
$263K +$4.01K +69 +2%