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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

99 hedge funds and large institutions have $189M invested in Invesco AI and Next Gen Software ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-10
Holders Change %
-9.17%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
39
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$6.48M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.7M
3
LPL Financial
3
LPL Financial
California
$19M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.67M
5
CPO
5
Cerity Partners OCIO
New York
$1.5M

Top Sellers

1
PF
1
Phoenix Financial
Israel
$0
2
FEM
2
Fulcrum Equity Management
Texas
$0
3
Bank of America
3
Bank of America
North Carolina
$7.54M
4
Truist Financial
4
Truist Financial
North Carolina
$242K
5
GWS
5
Glassman Wealth Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
Selective Wealth Management
Virginia
$99K +$99K +1,800 New
DTIM
77
Danda Trouve Investment Management
Kansas
$97K – – –
GWSG
78
GPS Wealth Strategies Group
Colorado
$86K +$48.8K +885 +131%
BWA
79
BDO Wealth Advisors
Florida
$80K – – –
WWM
80
Wagner Wealth Management
South Carolina
$63K – – –
AWM
81
Accel Wealth Management
Iowa
$53K – – –
ACM
82
Anfield Capital Management
California
$42K +$42K +762 New
GRP
83
Global Retirement Partners
California
$41K – – –
AA
84
Addison Advisors
Vermont
$37K +$37K +681 New
CIAS
85
Capital Investment Advisory Services
North Carolina
$32K – – –
GWM
86
Geneos Wealth Management
Colorado
$26K +$1.48K +27 +6%
AF
87
Allworth Financial
California
$25K +$25K +453 New
SWM
88
Spire Wealth Management
Virginia
$21K -$46K -834 -69%
CAGAS
89
Capital Advisory Group Advisory Services
Minnesota
$21K – – –
ASN
90
Advisory Services Network
Georgia
$20K +$20K +366 New
MRCM
91
M&R Capital Management
New Jersey
$15K – – –
CCA
92
Column Capital Advisors
Indiana
$14K – – –
SBL
93
Sargent Bickham Lagudis
Colorado
$14K – – –
JCM
94
Jacobi Capital Management
Pennsylvania
$8K – – –
NFG
95
Next Financial Group
Texas
$5K – – –
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$5K – – –
HI
97
Harbour Investments
Wisconsin
$5K – – –
AAP
98
Arax Advisory Partners
Colorado
$2K +$2K +30 New
AWA
99
Arkadios Wealth Advisors
Georgia
$1K – – –
PF
100
Phoenix Financial
Israel
– -$19.2M -369,450 Closed
1 2 3
4
5