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Invesco AI and Next Gen Software ETF

117 hedge funds and large institutions have $196M invested in Invesco AI and Next Gen Software ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
76
Huntington National Bank
Ohio
$83.7K
HI
77
Harbour Investments
Wisconsin
$80.4K
GRP
78
Global Retirement Partners
California
$77.7K
BF
79
BOK Financial
Oklahoma
$68.1K
CWIG
80
Chung Wu Investment Group
Texas
$67K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$66K
EWM
82
Evermay Wealth Management
Virginia
$64.8K
JP Morgan Chase
83
JP Morgan Chase
New York
$48.6K
CVM
84
Cheviot Value Management
California
$45.6K
AA
85
Addison Advisors
Vermont
$36.8K
WIM
86
Westside Investment Management
California
$36.7K
GF
87
GGM Financials
Ohio
$34.1K
SWP
88
Strategic Wealth Partners
Ohio
$32.4K
HAP
89
Harbor Asset Planning
Massachusetts
$31.7K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$31.1K
NA
91
NewEdge Advisors
Louisiana
$26.5K
BTI
92
Blue Trust Inc
Georgia
$23K
SFCL
93
Strengthening Families & Communities LLC
Massachusetts
$21.6K
SWA
94
SOA Wealth Advisors
New York
$18K
ACA
95
Aptus Capital Advisors
Alabama
$18K
RFA
96
Register Financial Advisors
Georgia
$17.8K
EDRH
97
Edmond de Rothschild Holding
Switzerland
$17.5K
AF
98
Allworth Financial
California
$17.4K
MAS
99
MPWM Advisory Solutions
Georgia
$17.3K
ASN
100
Advisory Services Network
Georgia
$16.2K