Invesco AI and Next Gen Software ETF
IGPT
97 hedge funds and large institutions have $162M invested in Invesco AI and Next Gen Software ETF in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 9 closing their positions.
178% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 9
94% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 17
17% more funds holding
Funds holding: 83 → 97 (+14)
9% more capital invested
Capital invested by funds: $149M → $162M (+$13.5M)
7.68% more ownership
Funds ownership: 89.63% → 97.31% (+7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.42M |
| 2 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$2.76M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.43M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$945K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$922K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFM
Jackson Financial Management
Costa Mesa,
California
|
-$3.92M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$3.46M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.72M |
| 4 |
IMC Chicago
Chicago,
Illinois
|
-$2.26M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Jane Street
New York
| – | -$376K | -12,114 | Closed |
|
|
BRWM
102
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$271K | -8,730 | Closed |
|
103
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$205K | -6,600 | Closed |
|
|
CAN
104
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$63K | -2,025 | Closed |
|
|
AP
105
Advisors Preferred
Rockville,
Maryland
| – | -$12K | -387 | Closed |
|
IGPT Hedge Fund Activity: Q4 2019 in Review
97 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Invesco AI and Next Gen Software ETF (IGPT) for Q4 2019, worth a combined $162M — up 9.1% from $149M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IGPT positions and 9 closed out — a net gain of 16 holders — while 33 added to existing stakes and 17 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.42M. The largest seller was Jackson Financial Management, exiting entirely with an estimated $3.92M sold.
- 97 institutional investors held Invesco AI and Next Gen Software ETF (IGPT) as of Q4 2019, up from 83 in Q3 2019.
- Funds reported $162M of Invesco AI and Next Gen Software ETF stock for Q4 2019, up 9.1% quarter-over-quarter.
- 25 funds opened new Invesco AI and Next Gen Software ETF positions in Q4 2019 and 9 closed out, a net change of +16 holders.
- The largest Invesco AI and Next Gen Software ETF buyer in Q4 2019 was LPL Financial, an estimated $4.42M added.
- The largest Invesco AI and Next Gen Software ETF seller in Q4 2019 was Jackson Financial Management, an estimated $3.92M sold.
Based on aggregated 13F filings for Q4 2019.