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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

91 hedge funds and large institutions have $133M invested in Invesco AI and Next Gen Software ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-6
Holders Change %
-6.19%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
21
Reduced
33
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DC
Defender Capital
North Carolina
+$5.7M
2
IMC Chicago
IMC Chicago
Illinois
+$4.84M
3
TRCT
Tower Research Capital (TRC)
New York
+$2.36M
4
APW
Aurora Private Wealth
New Jersey
+$870K
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$815K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.6M
2
Wells Fargo
Wells Fargo
California
-$2.88M
3
NCM
Niemann Capital Management
Nevada
-$2.85M
4
UBS Group
UBS Group
Switzerland
-$1.92M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
76
Advisory Services Network
Georgia
$21K -$15.8K -564 -43%
OPS
77
Orion Portfolio Solutions
Nebraska
$15K +$15K +528 New
JCM
78
Jacobi Capital Management
Pennsylvania
$9K -$9K -300 -50%
MRCM
79
M&R Capital Management
New Jersey
$8K – – –
VCP
80
Verus Capital Partners
Arizona
$7K – – –
SBL
81
Sargent Bickham Lagudis
Colorado
$7K – – –
MPWT
82
MassMutual Private Wealth & Trust
Connecticut
$7K – – –
GWM
83
Geneos Wealth Management
Colorado
$6K – – –
BWL
84
Bogart Wealth LLC
Virginia
$4K -$1.46K -45 -27%
CCA
85
Column Capital Advisors
Indiana
$3K – – –
CAC
86
Certified Advisory Corp
Florida
$2K – – –
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$2K – – –
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.72K – – –
WA
89
WBH Advisory
Maryland
$269 -$2 -75 -0.8%
FGAM
90
Financial Gravity Asset Management
Texas
$1 – – –
NCM
91
Niemann Capital Management
Nevada
– -$2.85M -85,602 Closed
Bank of New York Mellon
92
Bank of New York Mellon
New York
– -$1.8M -54,000 Closed
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
– -$678K -20,400 Closed
1832 Asset Management
94
1832 Asset Management
Ontario, Canada
– -$606K -18,210 Closed
CS
95
Credit Suisse
Switzerland
– -$534K -16,065 Closed
Goldman Sachs
96
Goldman Sachs
New York
– -$399K -12,000 Closed
Creative Planning
97
Creative Planning
Kansas
– -$388K -11,679 Closed
PIM
98
Parker Investment Management
California
– -$381K -11,469 Closed
IAA
99
Independent Advisor Alliance
North Carolina
– -$366K -11,019 Closed
AWM
100
Avitas Wealth Management
California
– -$327K -9,828 Closed
1 2 3
4
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