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Invesco AI and Next Gen Software ETF

115 hedge funds and large institutions have $195M 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
115
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
HI
76
Harbour Investments
Wisconsin
$80.4K
GRP
77
Global Retirement Partners
California
$77.7K
BF
78
BOK Financial
Oklahoma
$68.1K
CWIG
79
Chung Wu Investment Group
Texas
$67K
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$66K
EWM
81
Evermay Wealth Management
Virginia
$64.8K
JP Morgan Chase
82
JP Morgan Chase
New York
$48.6K
CVM
83
Cheviot Value Management
California
$45.6K
AA
84
Addison Advisors
Vermont
$36.8K
WIM
85
Westside Investment Management
California
$36.7K
GF
86
GGM Financials
Ohio
$34.1K
SWP
87
Strategic Wealth Partners
Ohio
$32.4K
HAP
88
Harbor Asset Planning
Massachusetts
$31.7K
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$31.1K
NA
90
NewEdge Advisors
Louisiana
$26.5K
BTI
91
Blue Trust Inc
Georgia
$23K
SFCL
92
Strengthening Families & Communities LLC
Massachusetts
$21.6K
SWA
93
SOA Wealth Advisors
New York
$18K
ACA
94
Aptus Capital Advisors
Alabama
$18K
RFA
95
Register Financial Advisors
Georgia
$17.8K
EDRH
96
Edmond de Rothschild Holding
Switzerland
$17.5K
MAS
97
MPWM Advisory Solutions
Georgia
$17.3K
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$16.2K
ASN
99
Advisory Services Network
Georgia
$16.2K
CB
100
CNB Bank
Pennsylvania
$15.3K