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Invesco AI and Next Gen Software ETF

107 hedge funds and large institutions have $244M invested in Invesco AI and Next Gen Software ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+15
Holders Change %
+16.3%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
28
Increased
30
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$232K +$232K +4,530 New
NNP
77
Nachman Norwood & Parrott
South Carolina
$215K
TWM
78
Triton Wealth Management
Arizona
$210K +$210K +4,113 New
Creative Planning
79
Creative Planning
Kansas
$201K +$201K +3,924 New
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$191K
Fidelity Investments
81
Fidelity Investments
Massachusetts
$182K
SNT
82
Security National Trust
West Virginia
$154K
FFA
83
Founders Financial Alliance
North Carolina
$133K
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$105K
Bessemer Group
85
Bessemer Group
New Jersey
$96K +$96K +1,875 New
DTIM
86
Danda Trouve Investment Management
Kansas
$90K
BWA
87
BDO Wealth Advisors
Florida
$75K -$14.6K -285 -16%
PFGIA
88
Patriot Financial Group Insurance Agency
Massachusetts
$69K
PWM
89
Perigon Wealth Management
California
$69K +$69K +1,350 New
WWM
90
Wagner Wealth Management
South Carolina
$59K +$59K +1,143 New
AWM
91
Accel Wealth Management
Iowa
$49K +$49K +960 New
GI
92
Gradient Investments
Minnesota
$37K
AA
93
Addison Advisors
Vermont
$35K +$35K +681 New
CIAS
94
Capital Investment Advisory Services
North Carolina
$30K +$30K +588 New
GWM
95
Geneos Wealth Management
Colorado
$22K +$1.18K +24 +6%
JCM
96
Jacobi Capital Management
Pennsylvania
$16K +$8.38K +165 +110%
ASN
97
Advisory Services Network
Georgia
$15K
OIM
98
Oder Investment Management
California
$15K +$15K +300 New
MRCM
99
M&R Capital Management
New Jersey
$14K
SBL
100
Sargent Bickham Lagudis
Colorado
$13K