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Invesco AI and Next Gen Software ETF

148 hedge funds and large institutions have $248M invested in Invesco AI and Next Gen Software ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
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

Top Buyers

1 +$11M
2 +$5.28M
3 +$5.11M
4
JSW
Journey Strategic Wealth
New Jersey
+$3.75M
5
Morgan Stanley
Morgan Stanley
New York
+$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
76
Collier Financial
Colorado
$260K
FLPIM
77
F.L. Putnam Investment Management
Massachusetts
$259K
PFS
78
Prospera Financial Services
Texas
$257K
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$246K
JWM
80
Jackson Wealth Management
Florida
$243K
FFG
81
Fortune Financial Group
Florida
$231K
LI
82
LRI Investments
Florida
$229K
SIA
83
Soltis Investment Advisors
Utah
$219K
Fidelity Investments
84
Fidelity Investments
Massachusetts
$216K
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$210K
PWM
86
Platform Wealth Management
Utah
$208K
PI
87
PFG Investments
New York
$207K
TW
88
TritonPoint Wealth
Maryland
$207K
BIG
89
Brookwood Investment Group
Arizona
$206K
IFG
90
Independent Financial Group
California
$205K
SIS
91
Sound Income Strategies
Florida
$191K
AWM
92
AE Wealth Management
Kansas
$183K
GT
93
Glenmede Trust
Pennsylvania
$178K
Wells Fargo
94
Wells Fargo
California
$165K
SEP
95
Signature Equity Partners
Ohio
$155K
SPIA
96
Steward Partners Investment Advisory
New York
$121K
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$104K
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$103K
HI
99
Harbour Investments
Wisconsin
$101K
GRP
100
Global Retirement Partners
California
$85.6K