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Invesco AI and Next Gen Software ETF

145 hedge funds and large institutions have $247M invested in Invesco AI and Next Gen Software ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
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
FLPIM
76
F.L. Putnam Investment Management
Massachusetts
$259K
PFS
77
Prospera Financial Services
Texas
$257K
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$246K
JWM
79
Jackson Wealth Management
Florida
$243K
FFG
80
Fortune Financial Group
Florida
$231K
LI
81
LRI Investments
Florida
$229K
SIA
82
Soltis Investment Advisors
Utah
$219K
Fidelity Investments
83
Fidelity Investments
Massachusetts
$216K
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$210K
PWM
85
Platform Wealth Management
Utah
$208K
PI
86
PFG Investments
New York
$207K
TW
87
TritonPoint Wealth
Maryland
$207K
BIG
88
Brookwood Investment Group
Arizona
$206K
SIS
89
Sound Income Strategies
Florida
$191K
AWM
90
AE Wealth Management
Kansas
$183K
GT
91
Glenmede Trust
Pennsylvania
$178K
Wells Fargo
92
Wells Fargo
California
$165K
SEP
93
Signature Equity Partners
Ohio
$155K
SPIA
94
Steward Partners Investment Advisory
New York
$121K
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$104K
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$103K
HI
97
Harbour Investments
Wisconsin
$101K
GRP
98
Global Retirement Partners
California
$85.6K
SAG
99
SageView Advisory Group
California
$75.6K
BF
100
BOK Financial
Oklahoma
$74.9K