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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

457% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 7

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

26% more capital invested

Capital invested by funds: $196M → $248M (+$51.5M)

25% more funds holding

Funds holding: 118148 (+30)

2.86% more ownership

Funds ownership: 35.12%37.99% (+2.9%)

Holders
148
Holders Change
+30
Holders Change %
+25.42%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
35
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
76
Collier Financial
Colorado
$260K -$58 -1 -0%
FLPIM
77
F.L. Putnam Investment Management
Massachusetts
$259K
PFS
78
Prospera Financial Services
Texas
$257K -$57.6K -991 -19%
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$246K +$240K +4,132 New
JWM
80
Jackson Wealth Management
Florida
$243K +$238K +4,090 New
FFG
81
Fortune Financial Group
Florida
$231K +$216K +3,720 New
LI
82
LRI Investments
Florida
$229K
SIA
83
Soltis Investment Advisors
Utah
$219K +$214K +3,680 New
Fidelity Investments
84
Fidelity Investments
Massachusetts
$216K +$28.1K +483 +15%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$210K +$206K +3,537 New
PWM
86
Platform Wealth Management
Utah
$208K +$109K +1,875 New
PI
87
PFG Investments
New York
$207K +$202K +3,473 New
TW
88
TritonPoint Wealth
Maryland
$207K +$202K +3,473 New
BIG
89
Brookwood Investment Group
Arizona
$206K +$201K +3,464 New
IFG
90
Independent Financial Group
California
$205K +$200K +3,440 New
SIS
91
Sound Income Strategies
Florida
$191K +$178K +3,054 New
AWM
92
AE Wealth Management
Kansas
$183K
GT
93
Glenmede Trust
Pennsylvania
$178K +$174K +3,000 New
Wells Fargo
94
Wells Fargo
California
$165K -$461K -7,935 -74%
SEP
95
Signature Equity Partners
Ohio
$155K +$151K +2,603 New
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 +$29.8K +513 +42%
HI
99
Harbour Investments
Wisconsin
$101K +$11.8K +203 +14%
GRP
100
Global Retirement Partners
California
$85.6K +$116 +2 +0.1%