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Invesco AI and Next Gen Software ETF

109 hedge funds and large institutions have $121M invested in Invesco AI and Next Gen Software ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

4% more funds holding

Funds holding: 105109 (+4)

0.06% less ownership

Funds ownership: 31.44%31.39% (-0.06%)

6% less capital invested

Capital invested by funds: $128M → $121M (-$7.47M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
22
Increased
25
Reduced
21
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Addison Advisors
Vermont
$27.6K
TSMHT
77
Thurston Springer Miller Herd & Titak
Indiana
$27.5K
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$23.3K
PA
79
Parallel Advisors
California
$20.2K
NA
80
NewEdge Advisors
Louisiana
$19.8K -$214K -4,711 -91%
RFA
81
Register Financial Advisors
Georgia
$17.4K
BTI
82
Blue Trust Inc
Georgia
$17.2K +$19.4K +426 New
SFCL
83
Strengthening Families & Communities LLC
Massachusetts
$16.2K +$18.2K +400 New
ACA
84
Aptus Capital Advisors
Alabama
$13.5K
CWC
85
Carolinas Wealth Consulting
North Carolina
$13.3K +$6.83K +150 +84%
EDRH
86
Edmond de Rothschild Holding
Switzerland
$13.1K
MAS
87
MPWM Advisory Solutions
Georgia
$13K
CB
88
CNB Bank
Pennsylvania
$11.5K
MIM
89
Marshall Investment Management
Colorado
$11.1K -$5.2M -114,314 -100%
Comerica Bank
90
Comerica Bank
Texas
$9.96K -$64.5K -1,417 -85%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$8.1K +$9.1K +200 New
CFD
92
Creative Financial Designs
Indiana
$6.24K
SRCM
93
Signature Resources Capital Management
California
$6.24K
PTC
94
Private Trust Company
Ohio
$5.75K
AA
95
Ancora Advisors
Ohio
$5.55K
FPB
96
First PREMIER Bank
South Dakota
$5K -$5.69K -125 -50%
CMP
97
Coston McIsaac & Partners
Maine
$5K
ADL
98
Asset Dedication LLC
California
$4.37K
AF
99
Allworth Financial
California
$4.21K
CA
100
CoreCap Advisors
Michigan
$4.01K

IGPT Hedge Fund Activity: Q1 2025 in Review

109 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q1 2025, worth a combined $121M — down 5.8% from $128M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IGPT positions and 17 closed out — a net gain of 5 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was UBS Group, adding an estimated $11.4M. The largest seller was RFG - Bristol Wealth Advisors, cutting an estimated $8.98M.

  • 109 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q1 2025, up from 105 in Q4 2024.
  • Funds reported $121M of Invesco AI and Next Gen Software ETF stock for Q1 2025, down 5.8% quarter-over-quarter.
  • 22 funds opened new Invesco AI and Next Gen Software ETF positions in Q1 2025 and 17 closed out, a net change of +5 holders.
  • The largest Invesco AI and Next Gen Software ETF buyer in Q1 2025 was UBS Group, an estimated $11.4M added.
  • The largest Invesco AI and Next Gen Software ETF seller in Q1 2025 was RFG - Bristol Wealth Advisors, an estimated $8.98M sold.

Based on aggregated 13F filings for Q1 2025.