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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

82 hedge funds and large institutions have $105M invested in Invesco AI and Next Gen Software ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 21 closing their positions.

Holders
82
Holders Change
-11
Holders Change %
-11.83%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
22
Reduced
30
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$2.76M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.42M
3
SS
3
Simplicity Solutions
Minnesota
$702K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.8M
5
PAG
5
Private Advisor Group
New Jersey
$448K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.77M
2
AWM
2
AE Wealth Management
Kansas
$252K
3
Wells Fargo
3
Wells Fargo
California
$16.7M
4
CA
4
Cetera Advisors
Colorado
$2.62M
5
DC
5
Defender Capital
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$12.8K – – –
MRCM
77
M&R Capital Management
New Jersey
$12K – – –
SBL
78
Sargent Bickham Lagudis
Colorado
$11K – – –
CCA
79
Column Capital Advisors
Indiana
$10K – – –
NFG
80
Next Financial Group
Texas
$4K – – –
US Bancorp
81
US Bancorp
Minnesota
$4K +$4K +90 New
CCC
82
Crescent Capital Consulting
Louisiana
$3K +$3K +60 New
DC
83
Defender Capital
North Carolina
– -$1.6M -33,285 Closed
CPO
84
Cerity Partners OCIO
New York
– -$1.28M -26,727 Closed
BWA
85
Beam Wealth Advisors
Louisiana
– -$526K -10,974 Closed
LGA
86
Lebenthal Global Advisors
New York
– -$474K -9,900 Closed
IWM
87
IHT Wealth Management
Illinois
– -$403K -8,406 Closed
WANY
88
Wealthspire Advisors (New York)
New York
– -$355K -7,398 Closed
AWM
89
Avitas Wealth Management
California
– -$310K -6,465 Closed
BRWA
90
B. Riley Wealth Advisors
Florida
– -$294K -6,123 Closed
Vontobel Holding
91
Vontobel Holding
Switzerland
– -$288K -6,000 Closed
MCA
92
Magnolia Capital Advisors
Mississippi
– -$257K -5,370 Closed
DAS
93
Dynamic Advisor Solutions
Arizona
– -$212K -4,416 Closed
BWA
94
BDO Wealth Advisors
Florida
– -$70K -1,464 Closed
Barclays
95
Barclays
United Kingdom
– -$49K -1,023 Closed
GRP
96
Global Retirement Partners
California
– -$36K -750 Closed
TCWM
97
Total Clarity Wealth Management
Illinois
– -$27K -564 Closed
GKWIM
98
Gerber Kawasaki Wealth & Investment Management
California
– -$17K -510 Closed
CAGAS
99
Capital Advisory Group Advisory Services
Minnesota
– -$18K -384 Closed
SWM
100
Spire Wealth Management
Virginia
– -$18K -381 Closed
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4
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