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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

115 hedge funds and large institutions have $165M 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 13 closing their positions.

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% 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
23
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSW
1
Journey Strategic Wealth
New Jersey
$13.8M
2
UBS Group
2
UBS Group
Switzerland
$44.6M
3
OCM
3
Orser Capital Management
Texas
$1.47M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$1.26M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$953K

Top Sellers

1
MAG
1
Members Advisory Group
New York
$7.25M
2
Jane Street
2
Jane Street
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.13M
4
PCP
4
Proficio Capital Partners
Massachusetts
$295K
5
Bank of America
5
Bank of America
North Carolina
$7.49M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
76
Evermay Wealth Management
Virginia
$59K 1,200 – –
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$44.2K 899 – –
CVM
78
Cheviot Value Management
California
$37.6K 750 – –
GWSG
79
GPS Wealth Strategies Group
Colorado
$36.1K 734 – –
AA
80
Addison Advisors
Vermont
$33.5K 681 – –
WIM
81
Westside Investment Management
California
$33.4K 680 +680 New
TSMHT
82
Thurston Springer Miller Herd & Titak
Indiana
$33.4K 679 – –
SWP
83
Strategic Wealth Partners
Ohio
$29.5K 600 +600 New
HAP
84
Harbor Asset Planning
Massachusetts
$28.8K 586 +586 New
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$28.3K 575 – –
NA
86
NewEdge Advisors
Louisiana
$24.1K 490 – –
BTI
87
Blue Trust Inc
Georgia
$20.9K 426 – –
SFCL
88
Strengthening Families & Communities LLC
Massachusetts
$19.7K 400 – –
ACA
89
Aptus Capital Advisors
Alabama
$16.4K 333 – –
RFA
90
Register Financial Advisors
Georgia
$16.2K 330 -100 -23%
EDRH
91
Edmond de Rothschild Holding
Switzerland
$15.9K 324 – –
AF
92
Allworth Financial
California
$15.8K 322 +217 +207%
MAS
93
MPWM Advisory Solutions
Georgia
$15.7K 320 – –
CB
94
CNB Bank
Pennsylvania
$13.9K 283 – –
GWM
95
Geneos Wealth Management
Colorado
$11K 224 +176 +367%
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$9.83K 200 – –
CFD
97
Creative Financial Designs
Indiana
$7.57K 154 – –
SRCM
98
Signature Resources Capital Management
California
$7.57K 154 – –
PTC
99
Private Trust Company
Ohio
$6.98K 142 – –
AA
100
Ancora Advisors
Ohio
$6.73K 137 – –
2 3
4
5 6