IGPT icon

Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

92 hedge funds and large institutions have $184M invested in Invesco AI and Next Gen Software ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
38
Reduced
22
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEM
Fulcrum Equity Management
Texas
+$2.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.83M
3
Ameriprise
Ameriprise
Minnesota
+$1.31M
4
FTUS
Flow Traders U.S.
New York
+$1.27M
5
TRCT
Tower Research Capital (TRC)
New York
+$1.23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.7M
2
LPL Financial
LPL Financial
California
-$2.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.87M
4
Bank of America
Bank of America
North Carolina
-$1.41M
5
UBS Group
UBS Group
Switzerland
-$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
76
BDO Wealth Advisors
Florida
$72K -$7.41K -180 -9%
DTIM
77
Danda Trouve Investment Management
Kansas
$72K – – –
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$55K +$18.4K +450 +50%
GI
79
Gradient Investments
Minnesota
$37K +$31.6K +759 +588%
GRP
80
Global Retirement Partners
California
$35K – – –
GWM
81
Geneos Wealth Management
Colorado
$17K – – –
FHA
82
Flagship Harbor Advisors
Massachusetts
$14K +$14K +345 New
MRCM
83
M&R Capital Management
New Jersey
$12K – – –
ASN
84
Advisory Services Network
Georgia
$12K +$12K +300 New
SBL
85
Sargent Bickham Lagudis
Colorado
$11K – – –
FCH
86
Freestone Capital Holdings
Washington
$7.93K +$7.93K +192 New
CCA
87
Column Capital Advisors
Indiana
$7K – – –
JCM
88
Jacobi Capital Management
Pennsylvania
$6K – – –
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$4K – – –
VCM
90
Vigilant Capital Management
Maine
$4K +$4K +96 New
AI
91
Atria Investments
North Carolina
– -$1.05M -27,489 Closed
SW
92
SkyOak Wealth
Michigan
– -$394K -10,284 Closed
MIFH
93
Migdal Insurance & Financial Holdings
Israel
– -$350K -9,147 Closed
KWM
94
Kingsview Wealth Management
Oregon
– -$347K -9,060 Closed
TWM
95
Triton Wealth Management
Arizona
– -$277K -6,942 Closed
NCM
96
Niemann Capital Management
Nevada
– -$256K -6,684 Closed
CIBC World Market
97
CIBC World Market
Ontario, Canada
– -$236K -6,177 Closed
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
– -$209K -5,472 Closed
FANJ
99
Financial Architects (New Jersey)
New Jersey
– -$96K -2,499 Closed
AP
100
Advisors Preferred
Maryland
– -$57K -1,473 Closed
1 2 3
4
5