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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

88 hedge funds and large institutions have $58.4M invested in Invesco AI and Next Gen Software ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+22
Holders Change %
+33.33%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
22
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.42M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.03M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.28M
4
CNBT
Canandaigua National Bank & Trust
New York
+$1.02M
5
PAG
Private Advisory Group
Washington
+$572K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.37M
2
Wells Fargo
Wells Fargo
California
-$1.93M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$811K
4
FA
Fiduciary Alliance
South Carolina
-$401K
5
CP
Camelot Portfolios
Ohio
-$245K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
CoreCap Advisors
Michigan
$8.14K +$8.14K +180 New
GI
77
Gradient Investments
Minnesota
$7.87K – – –
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$7.28K -$24K -531 -77%
VNA
79
Valley National Advisers
Pennsylvania
$7K +$7K +175 New
CFD
80
Creative Financial Designs
Indiana
$6.97K +$2.08K +46 +43%
WWP
81
WR Wealth Planners
Missouri
$6.11K +$6.11K +135 New
CMP
82
Coston McIsaac & Partners
Maine
$6K +$6K +138 New
MAM
83
MMA Asset Management
Pennsylvania
$5.34K +$5.34K +118 New
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.71K – – –
SS
85
Sunbelt Securities
Texas
$2.71K – – –
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$2.17K +$2.17K +50 New
GWM
87
Geneos Wealth Management
Colorado
$1.09K -$1.22K -27 -53%
NS
88
NBC Securities
Alabama
$1K – – –
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
– -$811K -21,011 Closed
CP
90
Camelot Portfolios
Ohio
– -$245K -6,352 Closed
KWM
91
Kingsview Wealth Management
Oregon
– -$206K -5,337 Closed
TWM
92
Tradition Wealth Management
Minnesota
– -$97K -2,502 Closed
Bessemer Group
93
Bessemer Group
New Jersey
– -$72K -1,875 Closed
PS
94
Principal Securities
Iowa
– -$17.4K -450 Closed
ASN
95
Advisory Services Network
Georgia
– -$11.6K -300 Closed
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