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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

97 hedge funds and large institutions have $162M invested in Invesco AI and Next Gen Software ETF in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+14
Holders Change %
+16.87%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
25
Increased
33
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$4.55M
2
NCM
Niemann Capital Management
Nevada
+$2.85M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.5M
4
Truist Financial
Truist Financial
North Carolina
+$974K
5
AI
Atria Investments
North Carolina
+$950K

Top Sellers

1
JFM
Jackson Financial Management
California
-$3.92M
2
FMP
Financial Management Professionals
Texas
-$3.46M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.8M
4
IMC Chicago
IMC Chicago
Illinois
-$2.33M
5
IA
IFP Advisors
Florida
-$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTIM
76
Danda Trouve Investment Management
Kansas
$58K +$58K +1,755 New
ASN
77
Advisory Services Network
Georgia
$44K +$44K +1,314 New
GI
78
Gradient Investments
Minnesota
$43K +$43K +1,293 New
IFWM
79
Institute for Wealth Management
Colorado
$40K +$40K +1,200 New
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$30K +$503 +15 +2%
GRP
81
Global Retirement Partners
California
$28K – – –
JCM
82
Jacobi Capital Management
Pennsylvania
$20K – – –
Fidelity Investments
83
Fidelity Investments
Massachusetts
$14K +$3.68K +108 +36%
SPIA
84
Steward Partners Investment Advisory
New York
$9K – – –
MPWT
85
MassMutual Private Wealth & Trust
Connecticut
$9K – – –
SBL
86
Sargent Bickham Lagudis
Colorado
$9K – – –
VCP
87
Verus Capital Partners
Arizona
$9K +$9K +261 New
TCWM
88
Total Clarity Wealth Management
Illinois
$9K +$9K +279 New
MRCM
89
M&R Capital Management
New Jersey
$9K +$9K +291 New
GWM
90
Geneos Wealth Management
Colorado
$7K +$7K +228 New
BWL
91
Bogart Wealth LLC
Virginia
$6K +$6K +168 New
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$3K -$12.4K -360 -81%
CAC
93
Certified Advisory Corp
Florida
$3K – – –
CCA
94
Column Capital Advisors
Indiana
$2K +$2K +90 New
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2K -$3.59K -108 -64%
FGAM
96
Financial Gravity Asset Management
Texas
$1K -$386K -9,252 -100%
JFM
97
Jackson Financial Management
California
– -$3.92M -126,312 Closed
FMP
98
Financial Management Professionals
Texas
– -$3.46M -111,591 Closed
IA
99
IFP Advisors
Florida
– -$1.85M -60,354 Closed
TRCT
100
Tower Research Capital (TRC)
New York
– -$810K -26,091 Closed
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4
5