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Invesco AI and Next Gen Software ETF

146 hedge funds and large institutions have $257M invested in Invesco AI and Next Gen Software ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

1.43% more ownership

Funds ownership: 37.99%39.42% (+1.4%)

4% more capital invested

Capital invested by funds: $248M → $257M (+$9.59M)

1% less funds holding

Funds holding: 148146 (-2)

Holders
146
Holders Change
-2
Holders Change %
-1.35%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
40
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
76
Cerity Partners
New York
$230K +$247K +3,967 New
NG
77
Novem Group
New York
$230K +$247K +3,960 New
SIA
78
Soltis Investment Advisors
Utah
$228K +$15.7K +251 +7%
IFG
79
Independent Financial Group
California
$227K +$29.1K +467 +14%
WA
80
WBH Advisory
Maryland
$226K -$46.8K -750 -16%
LI
81
LRI Investments
Florida
$224K
NW
82
NewEdge Wealth
Pennsylvania
$220K +$236K +3,781 New
FFG
83
Fortune Financial Group
Florida
$216K
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$205K
TW
85
TritonPoint Wealth
Maryland
$202K
OIA
86
OneDigital Investment Advisors
Kansas
$201K +$216K +3,470 New
HI
87
Harbour Investments
Wisconsin
$189K +$97.2K +1,559 +92%
SIS
88
Sound Income Strategies
Florida
$182K
AWM
89
AE Wealth Management
Kansas
$179K
GT
90
Glenmede Trust
Pennsylvania
$174K
SPIA
91
Steward Partners Investment Advisory
New York
$118K
SEP
92
Signature Equity Partners
Ohio
$115K -$38.5K -618 -24%
FFA
93
Founders Financial Alliance
North Carolina
$105K +$113K +1,804 New
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$102K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$100K
Wells Fargo
96
Wells Fargo
California
$82.8K -$83.9K -1,346 -49%
BF
97
BOK Financial
Oklahoma
$73.2K
CWIG
98
Chung Wu Investment Group
Texas
$72K
EWM
99
Evermay Wealth Management
Virginia
$69.7K
JP Morgan Chase
100
JP Morgan Chase
New York
$65.3K +$17.3K +277 +31%