IGPT icon

Invesco AI and Next Gen Software ETF

116 hedge funds and large institutions have $166M invested in Invesco AI and Next Gen Software ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
23
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$60K
EWM
77
Evermay Wealth Management
Virginia
$59K
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$44.2K
CVM
79
Cheviot Value Management
California
$37.6K
GWSG
80
GPS Wealth Strategies Group
Colorado
$36.1K
AA
81
Addison Advisors
Vermont
$33.5K
WIM
82
Westside Investment Management
California
$33.4K +$33.4K +680 New
TSMHT
83
Thurston Springer Miller Herd & Titak
Indiana
$33.4K
SWP
84
Strategic Wealth Partners
Ohio
$29.5K +$29.5K +600 New
HAP
85
Harbor Asset Planning
Massachusetts
$28.8K +$28.8K +586 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$28.3K
NA
87
NewEdge Advisors
Louisiana
$24.1K
BTI
88
Blue Trust Inc
Georgia
$20.9K
SFCL
89
Strengthening Families & Communities LLC
Massachusetts
$19.7K
ACA
90
Aptus Capital Advisors
Alabama
$16.4K
RFA
91
Register Financial Advisors
Georgia
$16.2K -$4.92K -100 -23%
EDRH
92
Edmond de Rothschild Holding
Switzerland
$15.9K
AF
93
Allworth Financial
California
$15.8K +$10.7K +217 +207%
MAS
94
MPWM Advisory Solutions
Georgia
$15.7K
CB
95
CNB Bank
Pennsylvania
$13.9K
GWM
96
Geneos Wealth Management
Colorado
$11K +$8.65K +176 +367%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$9.83K
CFD
98
Creative Financial Designs
Indiana
$7.57K
SRCM
99
Signature Resources Capital Management
California
$7.57K
PTC
100
Private Trust Company
Ohio
$6.98K