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Invesco AI and Next Gen Software ETF
IGPT

Overview Fund Activity

104 hedge funds and large institutions have $127M invested in Invesco AI and Next Gen Software ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-4
Holders Change %
-3.7%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
15
Increased
29
Reduced
20
Closed
13
Calls
$68K
Puts
–
Net Calls
+$68K
Net Calls Change
+$68K

Top Buyers

1
MAG
1
Members Advisory Group
New York
$9.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.6M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.41M
4
PFT
4
Providence First Trust
Arizona
$2.11M
5
Bank of America
5
Bank of America
North Carolina
$8.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$28.4K
3
Citadel Advisors
3
Citadel Advisors
Florida
$509K
4
SIM
4
Seaview Investment Managers
Florida
$1.27M
5
Ameriprise
5
Ameriprise
Minnesota
$4.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
76
TD Waterhouse Canada
Ontario, Canada
$39.8K -$45 -1 -0.1%
GWSG
77
GPS Wealth Strategies Group
Colorado
$33.2K – – –
AA
78
Addison Advisors
Vermont
$30.8K – – –
TSMHT
79
Thurston Springer Miller Herd & Titak
Indiana
$30.7K – – –
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$28.4K -$4.05M -89,600 -99%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$26K – – –
PA
82
Parallel Advisors
California
$22.6K +$22.6K +500 New
RFA
83
Register Financial Advisors
Georgia
$19.4K +$9.05K +200 +87%
ACA
84
Aptus Capital Advisors
Alabama
$15.1K – – –
EDRH
85
Edmond de Rothschild Holding
Switzerland
$14.7K – – –
MAS
86
MPWM Advisory Solutions
Georgia
$14.5K +$14.5K +320 New
CB
87
CNB Bank
Pennsylvania
$12.8K – – –
FPB
88
First PREMIER Bank
South Dakota
$11K – – –
CWC
89
Carolinas Wealth Consulting
North Carolina
$8.08K – – –
SRCM
90
Signature Resources Capital Management
California
$6.97K – – –
CFD
91
Creative Financial Designs
Indiana
$6.97K – – –
PTC
92
Private Trust Company
Ohio
$6.42K +$3.26K +72 +103%
AA
93
Ancora Advisors
Ohio
$6.2K – – –
CMP
94
Coston McIsaac & Partners
Maine
$6K – – –
AF
95
Allworth Financial
California
$5.17K +$5.17K +105 New
ADL
96
Asset Dedication LLC
California
$4.89K +$4.89K +108 New
CA
97
CoreCap Advisors
Michigan
$4.48K – – –
SS
98
Sunbelt Securities
Texas
$2.73K – – –
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.71K – – –
TCOV
100
Trust Company of Vermont
Vermont
$2.26K – – –
1 2 3
4
5