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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

93 hedge funds and large institutions have $135M invested in Invesco AI and Next Gen Software ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$4.93M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.14M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.49M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.26M
5
MCA
5
Magnolia Capital Advisors
Mississippi
$257K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$21.1M
2
DC
2
Defender Capital
North Carolina
$1.6M
3
FTUS
3
Flow Traders U.S.
New York
$2.99M
4
LPL Financial
4
LPL Financial
California
$14.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$378K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
76
Wagner Wealth Management
South Carolina
$29K -$28.8K -570 -50%
GWSG
77
GPS Wealth Strategies Group
Colorado
$28K -$46.7K -975 -63%
CIAS
78
Capital Investment Advisory Services
North Carolina
$28K – – –
TCWM
79
Total Clarity Wealth Management
Illinois
$27K +$27K +564 New
AF
80
Allworth Financial
California
$22K – – –
GWM
81
Geneos Wealth Management
Colorado
$22K – – –
CAGAS
82
Capital Advisory Group Advisory Services
Minnesota
$18K – – –
SWM
83
Spire Wealth Management
Virginia
$18K – – –
GKWIM
84
Gerber Kawasaki Wealth & Investment Management
California
$17K +$17K +510 New
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$14.4K +$14.4K +300 New
SBL
86
Sargent Bickham Lagudis
Colorado
$13K – – –
MRCM
87
M&R Capital Management
New Jersey
$13K – – –
CCA
88
Column Capital Advisors
Indiana
$12K – – –
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$9K +$4.79K +99 +114%
JCM
90
Jacobi Capital Management
Pennsylvania
$7K – – –
NFG
91
Next Financial Group
Texas
$4K – – –
AWA
92
Arkadios Wealth Advisors
Georgia
$1K – – –
APA
93
American Portfolios Advisors
New York
$863 -$1.09M -22,638 -100%
GVAG
94
Great Valley Advisor Group
Delaware
– -$955K -17,388 Closed
1832 Asset Management
95
1832 Asset Management
Ontario, Canada
– -$430K -7,734 Closed
AL
96
Aspiriant LLC
California
– -$407K -7,419 Closed
RJT
97
Raymond James Trust
Florida
– -$253K -4,614 Closed
Truist Financial
98
Truist Financial
North Carolina
– -$242K -4,398 Closed
TWM
99
Triton Wealth Management
Arizona
– -$212K -4,113 Closed
CAN
100
Cetera Advisor Networks
California
– -$216K -3,936 Closed
1 2 3
4
5