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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

109 hedge funds and large institutions have $211M invested in Invesco AI and Next Gen Software ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
31
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$3.53M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.07M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.15M
4
TRCT
Tower Research Capital (TRC)
New York
+$1.11M
5
AWM
AE Wealth Management
Kansas
+$833K

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$18.3M
2
Morgan Stanley
Morgan Stanley
New York
-$3.84M
3
RJA
Raymond James & Associates
Florida
-$3.18M
4
Stifel Financial
Stifel Financial
Missouri
-$2.74M
5
SS
Simplicity Solutions
Minnesota
-$2.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
76
J.P. Morgan Private Wealth Advisors
California
$216K -$21.3K -411 -9%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$199K +$14.2K +273 +8%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$193K – – –
SNT
79
Security National Trust
West Virginia
$156K – – –
FFA
80
Founders Financial Alliance
North Carolina
$135K – – –
MPCG
81
Matrix Private Capital Group
New York
$121K +$121K +2,331 New
FDCDDQ
82
Federation des caisses Desjardins du Quebec
Quebec, Canada
$107K – – –
DTIM
83
Danda Trouve Investment Management
Kansas
$91K – – –
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$87K +$17K +327 +24%
BWA
85
BDO Wealth Advisors
Florida
$76K – – –
SWM
86
Spire Wealth Management
Virginia
$63K +$63K +1,215 New
WWM
87
Wagner Wealth Management
South Carolina
$59K – – –
SPIA
88
Steward Partners Investment Advisory
New York
$52.1K +$52.1K +1,002 New
AP
89
Advisors Preferred
Maryland
$50K -$320K -6,030 -86%
AWM
90
Accel Wealth Management
Iowa
$50K – – –
GRP
91
Global Retirement Partners
California
$39K +$39K +750 New
GWSG
92
GPS Wealth Strategies Group
Colorado
$35K +$35K +675 New
CIAS
93
Capital Investment Advisory Services
North Carolina
$31K – – –
GWM
94
Geneos Wealth Management
Colorado
$24K – – –
TCWM
95
Total Clarity Wealth Management
Illinois
$21K +$21K +411 New
CAGAS
96
Capital Advisory Group Advisory Services
Minnesota
$20K +$20K +384 New
MRCM
97
M&R Capital Management
New Jersey
$15K – – –
SBL
98
Sargent Bickham Lagudis
Colorado
$14K – – –
CCA
99
Column Capital Advisors
Indiana
$13K +$2.38K +45 +22%
DWMG
100
DB Wealth Management Group
California
$11K – – –
1 2 3
4
5